Harbour Investments’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Harbour Investments’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 Q2	$152K	Buy	3,430 +1,161	+51%	+$51.6K	﹤0.01%	1757
2026 Q1	$101K	Buy	+2,269	New	+$102K	﹤0.01%	1937
2025 Q3	–	Sell	-330	Closed	-$14.8K	–	3798
2025 Q2	$14.8K	Hold	330	–	–	﹤0.01%	2375
2025 Q1	$14.6K	Hold	330	–	–	﹤0.01%	2341
2024 Q4	$14.4K	Sell	330 -191	-37%	-$8.49K	﹤0.01%	2277
2024 Q3	$23.7K	Hold	521	–	–	﹤0.01%	1983
2024 Q2	$22.8K	Hold	521	–	–	﹤0.01%	1894
2024 Q1	$23K	Hold	521	–	–	﹤0.01%	1894
2023 Q4	$23.4K	Hold	521	–	–	﹤0.01%	1804
2023 Q3	$22.3K	Hold	521	–	–	﹤0.01%	1699
2023 Q2	$22.9K	Sell	521 -50	-9%	-$2.22K	﹤0.01%	1708
2023 Q1	$25.4K	Hold	571	–	–	﹤0.01%	1639
2022 Q4	$25.1K	Sell	571 -706	-55%	-$31K	﹤0.01%	1584
2022 Q3	$57K	Hold	1,277	–	–	﹤0.01%	1213
2022 Q2	$57K	Buy	+1,277	New	+$59.2K	﹤0.01%	1213
2021 Q4	$65K	Sell	1,285 -3,643	-74%	-$183K	﹤0.01%	1139
2021 Q3	$243K	Buy	4,928 +1,155	+31%	+$57.9K	0.01%	933
2021 Q2	$190K	Sell	3,773 -1,640	-30%	-$82.5K	0.01%	1069
2021 Q1	$264K	Buy	+5,413	New	+$263K	0.01%	856

Other funds holding HISF

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments's HISF Position: Q2 2026 in Review

Harbour Investments increased its First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) stake by 51% in Q2 2026, buying an estimated $51.6K and bringing the position to 3,430 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Harbour Investments first reported a position in HISF in Q1 2021 and has held it in 19 quarters since. The position peaked at $264K in Q1 2021. 38 funds tracked by Wall St. Rank hold HISF as of Q2 2026.

Harbour Investments held 3,430 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $152K as of Q2 2026.
Harbour Investments bought 1,161 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2026, an estimated $51.6K.
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1757 holding.
Harbour Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q1 2021 and has held it in 19 quarters since.
Harbour Investments's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $264K in Q1 2021.
38 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.