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Barrett & Company’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Barrett & Company’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
2026
Q1 		$388K Buy
+8,750
New +$394K 0.13% 95

Other funds holding HISF

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barrett & Company's HISF Position: Q1 2026 in Review

Barrett & Company opened a new position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q1 2026: 8,750 shares worth $388K. The stake represents 0.13% of the portfolio and ranks #95 among its holdings.

33 funds tracked by Wall St. Rank hold HISF as of Q1 2026.

  • Barrett & Company held 8,750 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $388K as of Q1 2026.
  • First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF was a new Barrett & Company position in Q1 2026.
  • First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up 0.13% of Barrett & Company's portfolio in Q1 2026, its #95 holding.
  • 33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.