Anchor Investment Management’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Anchor Investment Management’s Portfolio HISF Stock Details HISF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-110	Closed	-$4.97K	–	1061
2025 Q3	$4.97K	Buy	+110	New	+$4.93K	﹤0.01%	905

Other funds holding HISF

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Anchor Investment Management's HISF Position: Q4 2025 in Review

Anchor Investment Management sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q4 2025, closing a stake of 110 shares — an estimated $4.97K sold.

Anchor Investment Management first reported a position in HISF in Q3 2025 and held it in 1 quarter. The position peaked at $4.97K in Q3 2025. 32 funds tracked by Wall St. Rank hold HISF as of Q4 2025.

Anchor Investment Management reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q4 2025 after selling out during the quarter.
Anchor Investment Management sold 110 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q4 2025, an estimated $4.97K.
Anchor Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q3 2025 and held it in 1 quarter.
Anchor Investment Management's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $4.97K in Q3 2025.
32 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.