DOSSIER · 13F Holders · Q2 2026
HISF

FIRST TR EXCHANGE-TRADED FD

40 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739Q309·40 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$84M
visible holders
Holders
40
filers reporting
Concentration
38.12%
Geneos Wealth Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported HISF in Q2 2026. Geneos Wealth Management Inc. leads at 38.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Geneos Wealth Management Inc.
CIK 0001764754
$32M726K0.66%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$12M268K0.00%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M155K0.01%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$7M150K0.00%Q2 2026
05
tru Independence LLC
CIK 0001785445
$3M76K1.47%Q2 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M73K0.00%Q2 2026
07
Betterment LLC
CIK 0001633901
$3M60K0.01%Q1 2026
08
&PARTNERS
CIK 0000107136
$2M52K0.01%Q2 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M50K0.00%Q2 2026
10
Cetera Investment Advisers
CIK 0001666741
$2M46K0.00%Q2 2026
11
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M37K0.00%Q1 2026
12
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M32K0.00%Q2 2026
13
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M32K0.00%Q1 2026
14
Perigon Wealth Management, LLC
CIK 0001575239
$1M29K0.02%Q2 2026
15
Ameritas Advisory Services, LLC
CIK 0001901275
$1M27K0.02%Q2 2026
16
Prospera Financial Services Inc
CIK 0001541625
$1M25K0.02%Q2 2026
17
NewEdge Advisors, LLC
CIK 0001633516
$893K20K0.00%Q2 2026
18
Proactive Wealth Strategies LLC
CIK 0002043129
$764K17K0.12%Q2 2026
19
BARRETT & COMPANY, INC.
CIK 0000887602
$756K17K0.21%Q2 2026
20
Equitable Holdings, Inc.
CIK 0001333986
$512K12K0.00%Q2 2026
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