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 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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 New York $777B AUM 61.18% 1-Year Est. Return

Harbour Investments's HISF Position: Q1 2026 in Review

Harbour Investments opened a new position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q1 2026: 2,269 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #1937 among its holdings. This is a return to the name: Harbour Investments previously reported a position in HISF as recently as Q2 2025.

Harbour Investments first reported a position in HISF in Q1 2021 and has held it in 18 quarters since. The position peaked at $264K in Q1 2021. 33 funds tracked by Wall St. Rank hold HISF as of Q1 2026.

Harbour Investments held 2,269 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $101K as of Q1 2026.
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF was a new Harbour Investments position in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1937 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 18 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.
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 Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.