Atria Wealth Solutions’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Atria Wealth Solutions’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 Q2	$271K	Buy	6,071 +6	+0.1%	+$265	0.01%	1207
2025 Q1	$268K	Buy	6,065 +21	+0.3%	+$926	﹤0.01%	1541
2024 Q4	$265K	Sell	6,044 -1,169	-16%	-$52K	﹤0.01%	1636
2024 Q3	$328K	Sell	7,213 -885	-11%	-$39.8K	﹤0.01%	1461
2024 Q2	$355K	Sell	8,098 -87	-1%	-$3.8K	﹤0.01%	1410
2024 Q1	$362K	Buy	8,185 +7	+0.1%	+$310	﹤0.01%	1427
2023 Q4	$367K	Buy	8,178 +531	+7%	+$22.9K	﹤0.01%	1363
2023 Q3	$327K	Buy	7,647 +2,191	+40%	+$95.6K	﹤0.01%	1360
2023 Q2	$240K	Buy	5,456 +6	+0.1%	+$266	﹤0.01%	1580
2023 Q1	$242K	Buy	5,450 +9	+0.2%	+$401	﹤0.01%	1546
2022 Q4	$240K	Sell	5,441 -116	-2%	-$5.1K	﹤0.01%	1497
2022 Q3	$242K	Buy	5,557 +239	+4%	+$10.8K	﹤0.01%	1440
2022 Q2	$239K	Buy	5,318 +6	+0.1%	+$278	﹤0.01%	1347
2022 Q1	$256K	Buy	+5,312	New	+$263K	﹤0.01%	1412

Other funds holding HISF

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

BAS

Breakthru Advisory Services Muskego, Wisconsin $29.8M AUM 18.07% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PWM

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Wealth Solutions's HISF Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) stake by 0.1% in Q2 2025, buying an estimated $265 and bringing the position to 6,071 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1207.

Atria Wealth Solutions first reported a position in HISF in Q1 2022 and has held it in 14 quarters since. The position peaked at $367K in Q4 2023. 30 funds tracked by Wall St. Rank hold HISF as of Q2 2025.

Atria Wealth Solutions held 6,071 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $271K as of Q2 2025.
Atria Wealth Solutions bought 6 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2025, an estimated $265.
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1207 holding.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $367K in Q4 2023.
30 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.