Barrett & Company’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History
Bought
Maintained
Sold
Other funds holding HISF
Barrett & Company's HISF Position: Q3 2026 in Review
Barrett & Company increased its First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) stake by 2.9% in Q3 2026, buying an estimated $21.9K and bringing the position to 17,566 shares worth $743K. The position accounts for 0.2% of the portfolio, ranked #70.
Barrett & Company first reported a position in HISF in Q1 2026 and has held it in 3 quarters since. The position peaked at $756K in Q2 2026. 6 funds tracked by Wall St. Rank hold HISF as of Q3 2026.
- Barrett & Company held 17,566 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $743K as of Q3 2026.
- Barrett & Company bought 500 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q3 2026, an estimated $21.9K.
- First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up 0.2% of Barrett & Company's portfolio in Q3 2026, its #70 holding.
- Barrett & Company first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q1 2026 and has held it in 3 quarters since.
- Barrett & Company's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $756K in Q2 2026.
- 6 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q3 2026.
Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.