Global Retirement Partners’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Global Retirement Partners’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 Q4	$57.1K	Buy	1,263 +2	+0.2%	+$91	﹤0.01%	2274
2025 Q3	$56.9K	Buy	1,261 +2	+0.2%	+$90	﹤0.01%	1826
2025 Q2	$56.3K	Buy	+1,259	New	+$55.5K	﹤0.01%	1711
2024 Q4	$55K	Buy	1,255 +1	+0.1%	+$44	﹤0.01%	1580
2024 Q3	$57K	Buy	1,254 +3	+0.2%	+$135	﹤0.01%	1502
2024 Q2	$54.8K	Buy	1,251 +151	+14%	+$6.59K	﹤0.01%	1486
2024 Q1	$48.7K	Hold	1,100	–	–	﹤0.01%	1429
2023 Q4	$49K	Hold	1,100	–	–	﹤0.01%	1381
2023 Q3	$46.5K	Hold	1,100	–	–	﹤0.01%	1312
2023 Q2	$48.5K	Hold	1,100	–	–	﹤0.01%	1291
2023 Q1	$49.2K	Hold	1,100	–	–	﹤0.01%	1244
2022 Q4	$48.4K	Buy	+1,100	New	+$48.3K	﹤0.01%	1101

Other funds holding HISF

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Global Retirement Partners's HISF Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) stake by 0.16% in Q4 2025, buying an estimated $91 and bringing the position to 1,263 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Global Retirement Partners first reported a position in HISF in Q4 2022 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold HISF as of Q4 2025.

Global Retirement Partners held 1,263 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $57.1K as of Q4 2025.
Global Retirement Partners bought 2 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q4 2025, an estimated $91.
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2274 holding.
Global Retirement Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q4 2022 and has held it in 12 quarters since.
32 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.