AE Wealth Management’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Hold |
505
| – | – | ﹤0.01% | 1741 |
|
|
2025
Q1 | $22.3K | Hold |
505
| – | – | ﹤0.01% | 1720 |
|
|
2024
Q4 | $22.1K | Buy |
+505
| New | +$22.1K | ﹤0.01% | 1716 |
|
|
2022
Q3 | – | Sell |
-54,066
| Closed | -$2.43M | – | 1797 |
|
|
2022
Q2 | $2.43M | Sell |
54,066
-3,949
| -7% | -$177K | 0.02% | 607 |
|
|
2022
Q1 | $2.79M | Buy |
58,015
+3,284
| +6% | +$158K | 0.02% | 610 |
|
|
2021
Q4 | $2.78M | Buy |
54,731
+6,605
| +14% | +$335K | 0.02% | 596 |
|
|
2021
Q3 | $2.37M | Buy |
48,126
+3,003
| +7% | +$148K | 0.02% | 590 |
|
|
2021
Q2 | $2.27M | Buy |
45,123
+1,451
| +3% | +$73K | 0.02% | 599 |
|
|
2021
Q1 | $2.13M | Sell |
43,672
-2,283
| -5% | -$112K | 0.02% | 549 |
|
|
2020
Q4 | $2.2M | Buy |
45,955
+15,179
| +49% | +$726K | 0.02% | 472 |
|
|
2020
Q3 | $1.37M | Sell |
30,776
-742
| -2% | -$32.9K | 0.02% | 540 |
|
|
2020
Q2 | $1.42M | Buy |
31,518
+20,611
| +189% | +$925K | 0.02% | 508 |
|
|
2020
Q1 | $451K | Sell |
10,907
-602
| -5% | -$24.9K | 0.01% | 714 |
|
|
2019
Q4 | $592K | Buy |
11,509
+5,287
| +85% | +$272K | 0.01% | 681 |
|
|
2019
Q3 | $316K | Buy |
+6,222
| New | +$316K | 0.01% | 766 |
|