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Clear Creek Financial Management’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Clear Creek Financial 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
Q2 		– Sell
-5,551
Closed -$246K – 558
2025
Q1 		$246K Sell
5,551
-50
-0.9% -$2.21K 0.03% 440
2024
Q4 		$245K Sell
5,601
-1,168
-17% -$51.9K 0.03% 412
2024
Q3 		$308K Hold
6,769
– – 0.03% 339
2024
Q2 		$296K Sell
6,769
-296
-4% -$12.9K 0.04% 340
2024
Q1 		$313K Sell
7,065
-110
-2% -$4.88K 0.04% 320
2023
Q4 		$322K Sell
7,175
-258
-3% -$11.1K 0.05% 256
2023
Q3 		$318K Sell
7,433
-338
-4% -$14.7K 0.06% 228
2023
Q2 		$342K Buy
+7,771
New +$345K 0.06% 225
2022
Q1 		– Sell
-8,404
Closed -$426K – 351
2021
Q4 		$426K Buy
8,404
+52
+0.6% +$2.61K 0.06% 203
2021
Q3 		$411K Buy
8,352
+50
+0.6% +$2.51K 0.07% 202
2021
Q2 		$417K Buy
+8,302
New +$417K 0.06% 195
2021
Q1 		– Sell
-8,313
Closed -$397K – 134
2020
Q4 		$397K Buy
+8,313
New +$389K 0.08% 206
2020
Q3 		– Sell
-8,852
Closed -$397K – 158
2020
Q2 		$397K Sell
8,852
-5,682
-39% -$251K 0.1% 141
2020
Q1 		$631K Sell
14,534
-66
-0.5% -$3.18K 0.24% 61
2019
Q4 		$747K Buy
14,600
+1,811
+14% +$91.9K 0.29% 46
2019
Q3 		$647K Buy
+12,789
New +$648K 0.31% 44

Other funds holding HISF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.51B AUM 24.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Clear Creek Financial Management's HISF Position: Q2 2025 in Review

Clear Creek Financial Management sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q2 2025, closing a stake of 5,551 shares — an estimated $246K sold.

Clear Creek Financial Management first reported a position in HISF in Q3 2019 and held it in 16 quarters. The position peaked at $747K in Q4 2019. 30 funds tracked by Wall St. Rank hold HISF as of Q2 2025.

  • Clear Creek Financial Management reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 5,551 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2025, an estimated $246K.
  • Clear Creek Financial Management first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q3 2019 and held it in 16 quarters.
  • Clear Creek Financial Management's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $747K in Q4 2019.
  • 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 Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.