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First TR HI Inc Strat FOC (HISF)

CUSIP: 33739Q309 | NYSE | 159 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC286,186
0.0% of portfolio›$12.1M
Commonwealth Equity Services, LLC134,340
0.0% of portfolio›$5.7M
Arwa LLC80,201
1.3% of portfolio›$3.4M
tru Independence LLC78,191
1.4% of portfolio›$3.3M
Perigon Wealth Management, LLC28,291
0.0% of portfolio›$1.2M
Prospera Financial Services Inc20,915
0.0% of portfolio›$898.0K
Barrett & Company, Inc.17,566
0.2% of portfolio›$742.7K
Cambridge Investment Research Advisors, Inc.16,913
0.0% of portfolio›$715.0K
Private Trust Co NA942
0.0% of portfolio›$39.8K
Harbor Investment Advisory, LLC660
0.0% of portfolio›$27.9K
Mcdonald Partners LLC250
0.0% of portfolio›$10.6K
StyleTurnoverLocationFiled
LPL Financial LLC
286,186$12.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
134,340$5.7M0.0%ETFLowWaltham, MA2026-11-02
Arwa LLC
80,201$3.4M1.3%ETFMediumFort Worth, TX2026-10-21
tru Independence LLC
78,191$3.3M1.4%ETFLowPortland, OR2026-10-20
Perigon Wealth Management, LLC
28,291$1.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Prospera Financial Services Inc
20,915$898.0K0.0%CoreMediumDallas, TX2026-11-04
Barrett & Company, Inc.
17,566$742.7K0.2%ETFLowProvidence, RI2026-10-22
Cambridge Investment Research Advisors, Inc.
16,913$715.0K0.0%ETFLowFairfield, IA2026-11-02
Private Trust Co NA
942$39.8K0.0%CoreLowCleveland, OH2026-10-20
Harbor Investment Advisory, LLC
660$27.9K0.0%GrowthLowLutherville, MD2026-10-13
Mcdonald Partners LLC
250$10.6K0.0%CoreLowCleveland, OH2026-11-03