Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / HIGH INCM STRGC
-
Total 13F shares
-
580,466
-
Share change
-
+178,921
-
Total reported value
-
$26,265,787
-
Price per share
-
$45.25
-
Number of holders
-
10
-
Value change
-
+$8,097,358
-
Number of buys
-
8
-
Number of sells
-
2
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - HIGH INCM STRGC (HISF) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE-TRADED FD - HIGH INCM STRGC (HISF) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
580,466 shares.
The largest 10 holders included
Geneos Wealth Management Inc., tru Independence LLC, Cambridge Investment Research Advisors, Inc., Perigon Wealth Management, LLC, Proactive Wealth Strategies LLC, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, AE Wealth Management LLC, Global Retirement Partners, LLC, PRIVATE TRUST CO NA, and HARBOR INVESTMENT ADVISORY, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.