HISF β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Altus Wealth Group LLC  Β·  5 quarters on record

AI Ownership Summary

Altus Wealth Group LLC reported FIRST TR EXCHANGE-TRADED FD (HISF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows HISF at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HISF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altus Wealth Group LLC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HISF was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Altus Wealth Group LLC held HISF β€” position size vs. price
% of Fund (quarterly)    HISF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,194 -632 -10.8% 0.09% $235K 2026-02-14 (Est.) $45.31
2025 Q3 ADDED 5,826 +2 +0.0% 0.11% $263K 2025-10-21 $44.66
2025 Q2 REDUCED 5,824 -85 -1.4% 0.12% $260K 2025-07-29 $43.26
2025 Q1 ADDED 5,909 +14 +0.2% 0.12% $261K 2025-04-25 $42.36
2024 Q4 INITIATED 5,895 β€” β€” 0.11% $258K 2025-02-10 $41.80

FAQ About Altus Wealth Group LLC and HISF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altus Wealth Group LLC reported owning HISF?

Altus Wealth Group LLC reported HISF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HISF position in Altus Wealth Group LLC's portfolio?

The largest reported portfolio weight for HISF was 0.12% in 2025 Q1.

What is the latest reported HISF position on this page?

The most recent filing on this page is 2025 Q4, when Altus Wealth Group LLC reported 5,194 shares, equal to 0.09% of portfolio, with an estimated market value of $235K.

What does the chart on this HISF ownership page compare?

The chart compares Altus Wealth Group LLC's quarterly HISF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Altus Wealth Group LLC Holdings