First TR HI Inc Strat FOC (HISF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares286,186 from 267,844

Change+18,342 (+7%)

Value$12.1M (+$227.3K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares134,340 from 155,412

Change-21,072 (-14%)

Value$5.7M (-$1.2M)

Filed 2026-11-02

Arwa LLC

NEW

Shares80,201

Change+80,201

Value$3.4M

Filed 2026-10-21

tru Independence LLC

INCREASED

Shares78,191 from 76,080

Change+2,111 (+3%)

Value$3.3M (-$66.4K)

Filed 2026-10-20

Perigon Wealth Management, LLC

DECREASED

Shares28,291 from 29,330

Change-1,039 (-4%)

Value$1.2M (-$104.0K)

Filed 2026-10-22

Prospera Financial Services Inc

DECREASED

Shares20,915 from 25,349

Change-4,434 (-17%)

Value$898.0K (-$225.7K)

Filed 2026-11-04

Barrett & Company, Inc.

INCREASED

Shares17,566 from 17,066

Change+500 (+3%)

Value$742.7K (-$13.8K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares16,913 from 45,854

Change-28,941 (-63%)

Value$715.0K (-$1.3M)

Filed 2026-11-02

Private Trust Co NA

UNCHANGED

Shares942 from 942

Change0 (0%)

Value$39.8K (-$1.9K)

Filed 2026-10-20

Harbor Investment Advisory, LLC

UNCHANGED

Shares660 from 660

Change0 (0%)

Value$27.9K (-$1.4K)

Filed 2026-10-13

Mcdonald Partners LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$10.6K (-$512)

Filed 2026-11-03

Elevation Capital Advisory, LLC

CLOSED

Shares0 from 4,800

Change-4,800 (-100%)

Value$0 (-$212.8K)

Filed 2026-10-29

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,276

Change-1,276 (-100%)

Value$0 (-$56.5K)

Filed 2026-11-02

Geneos Wealth Management Inc.

N/A

Shares— from 726,467

Change-726,467 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 150,106

Change-150,106 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 73,443

Change-73,443 (-100%)

Value—

Betterment LLC

N/A

Shares— from 66,002

Change-66,002 (-100%)

Value—

&partners

N/A

Shares— from 51,641

Change-51,641 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 49,843

Change-49,843 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 46,272

Change-46,272 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 32,344

Change-32,344 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 26,747

Change-26,747 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 20,145

Change-20,145 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 17,227

Change-17,227 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 11,561

Change-11,561 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 8,035

Change-8,035 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,890

Change-7,890 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 6,578

Change-6,578 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,160

Change-4,160 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,430

Change-3,430 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,267

Change-1,267 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 891

Change-891 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 518

Change-518 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 210

Change-210 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 130

Change-130 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 113

Change-113 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 31

Change-31 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	286,186	267,844	+18,342	+7%	$11.9M	$12.1M	+$227.3K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	134,340	155,412	-21,072	-14%	$6.9M	$5.7M	-$1.2M	2026-11-02
Arwa LLC	NEW	80,201	—	+80,201	—	—	$3.4M	—	2026-10-21
tru Independence LLC	INCREASED	78,191	76,080	+2,111	+3%	$3.4M	$3.3M	-$66.4K	2026-10-20
Perigon Wealth Management, LLC	DECREASED	28,291	29,330	-1,039	-4%	$1.3M	$1.2M	-$104.0K	2026-10-22
Prospera Financial Services Inc	DECREASED	20,915	25,349	-4,434	-17%	$1.1M	$898.0K	-$225.7K	2026-11-04
Barrett & Company, Inc.	INCREASED	17,566	17,066	+500	+3%	$756.5K	$742.7K	-$13.8K	2026-10-22
Cambridge Investment Research Advisors, Inc.	DECREASED	16,913	45,854	-28,941	-63%	$2.0M	$715.0K	-$1.3M	2026-11-02
Private Trust Co NA	UNCHANGED	942	942	0	0%	$41.8K	$39.8K	-$1.9K	2026-10-20
Harbor Investment Advisory, LLC	UNCHANGED	660	660	0	0%	$29.3K	$27.9K	-$1.4K	2026-10-13
Mcdonald Partners LLC	UNCHANGED	250	250	0	0%	$11.1K	$10.6K	-$512	2026-11-03
Elevation Capital Advisory, LLC	CLOSED	0	4,800	-4,800	-100%	$212.8K	$0	-$212.8K	2026-10-29
International Assets Investment Management, LLC	CLOSED	0	1,276	-1,276	-100%	$56.5K	$0	-$56.5K	2026-11-02
Geneos Wealth Management Inc.	N/A	—	726,467	-726,467	-100%	$32.2M	—	—	—
Royal Bank of Canada	N/A	—	150,106	-150,106	-100%	$6.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	73,443	-73,443	-100%	$3.3M	—	—	—
Betterment LLC	N/A	—	66,002	-66,002	-100%	$2.9M	—	—	—
&partners	N/A	—	51,641	-51,641	-100%	$2.3M	—	—	—
Raymond James Financial Inc	N/A	—	49,843	-49,843	-100%	$2.2M	—	—	—
Cetera Investment Advisers	N/A	—	46,272	-46,272	-100%	$2.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	32,344	-32,344	-100%	$1.4M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	26,747	-26,747	-100%	$1.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	20,145	-20,145	-100%	$893.0K	—	—	—
Proactive Wealth Strategies LLC	N/A	—	17,227	-17,227	-100%	$763.6K	—	—	—
Equitable Holdings, Inc.	N/A	—	11,561	-11,561	-100%	$512.4K	—	—	—
Jane Street Group, LLC	N/A	—	8,035	-8,035	-100%	$356.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,890	-7,890	-100%	$349.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	6,578	-6,578	-100%	$291.6K	—	—	—
Arax Advisory Partners	N/A	—	4,160	-4,160	-100%	$184.4K	—	—	—
Harbour Investments, Inc.	N/A	—	3,430	-3,430	-100%	$152.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,267	-1,267	-100%	$56.2K	—	—	—
AE Wealth Management LLC	N/A	—	891	-891	-100%	$39.5K	—	—	—
Continuum Advisory, LLC	N/A	—	518	-518	-100%	$23.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	210	-210	-100%	$9.3K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	130	-130	-100%	$5.8K	—	—	—
Tidemark, LLC	N/A	—	113	-113	-100%	$5.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	31	-31	-100%	$1	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$60	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$50	—	—	—

Showing 39 of 39 institutions