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Capital Advisors Ltd’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Capital Advisors Ltd’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
2019
Q3 		– Sell
-3,439
Closed -$173K – 425
2019
Q2 		$173K Buy
+3,439
New +$172K 0.05% 157

Other funds holding HISF

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Royal Bank of Canada
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
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RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

Capital Advisors Ltd's HISF Position: Q3 2019 in Review

Capital Advisors Ltd sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q3 2019, closing a stake of 3,439 shares — an estimated $173K sold.

Capital Advisors Ltd first reported a position in HISF in Q2 2019 and held it in 1 quarter. The position peaked at $173K in Q2 2019. 35 funds tracked by Wall St. Rank hold HISF as of Q3 2019.

  • Capital Advisors Ltd reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 3,439 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q3 2019, an estimated $173K.
  • Capital Advisors Ltd first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q2 2019 and held it in 1 quarter.
  • Capital Advisors Ltd's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $173K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.