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

IFP Advisors’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
2023 Q1	–	Sell	-1,000	Closed	-$49K	–	3849
2022 Q4	$49K	Hold	1,000	–	–	﹤0.01%	2261
2022 Q3	$51K	Hold	1,000	–	–	﹤0.01%	2353
2022 Q2	$51K	Hold	1,000	–	–	﹤0.01%	2157
2022 Q1	$51K	Buy	1,000 +998	+49,900%	+$49.4K	﹤0.01%	2157
2021 Q4	$2K	Sell	2 -100	-98%	-$5.02K	﹤0.01%	2788
2021 Q3	$7K	Hold	102	–	–	﹤0.01%	2424
2021 Q2	$5K	Sell	102 -111	-52%	-$5.58K	﹤0.01%	2465
2021 Q1	$10K	Buy	213 +101	+90%	+$4.9K	﹤0.01%	2137
2020 Q4	$5K	Buy	112 +2	+2%	+$93	﹤0.01%	2326
2020 Q3	$5K	Buy	110 +2	+2%	+$91	﹤0.01%	2171
2020 Q2	$5K	Sell	108 -153	-59%	-$6.77K	﹤0.01%	2087
2020 Q1	$10K	Sell	261 -407	-61%	-$19.6K	﹤0.01%	1767
2019 Q4	$34K	Buy	668 +4	+0.6%	+$203	﹤0.01%	1404
2019 Q3	$33K	Buy	+664	New	+$33.6K	﹤0.01%	1550
2019 Q1	$57K	Sell	1,142 -335	-23%	-$16.4K	0.01%	909
2018 Q4	$68K	Sell	1,477 -1,305	-47%	-$62.5K	﹤0.01%	1413
2018 Q3	$137K	Sell	2,782 -1,651	-37%	-$81.8K	0.01%	1288
2018 Q2	$218K	Buy	4,433 +15	+0.3%	+$736	0.01%	1019
2018 Q1	$226K	Hold	4,418	–	–	0.01%	932
2017 Q4	$226K	Sell	4,418 -670	-13%	-$34.1K	0.01%	934
2017 Q3	$261K	Sell	5,088 -145	-3%	-$7.42K	0.01%	992
2017 Q2	$267K	Sell	5,233 -2,284	-30%	-$116K	0.01%	966
2017 Q1	$382K	Buy	7,517 +704	+10%	+$35.7K	0.02%	798
2016 Q4	$341K	Buy	6,813 +3,429	+101%	+$172K	0.02%	800
2016 Q3	$171K	Hold	3,384	–	–	0.01%	1077
2016 Q2	$169K	Buy	3,384 +2,242	+196%	+$110K	0.01%	1061
2016 Q1	$57K	Sell	1,142 -402	-26%	-$18.6K	0.01%	909
2015 Q4	$72K	Buy	+1,544	New	+$72.9K	﹤0.01%	1369

Other funds holding HISF

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

IFP Advisors's HISF Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q1 2023, closing a stake of 1,000 shares — an estimated $49K sold.

IFP Advisors first reported a position in HISF in Q4 2015 and held it in 28 quarters. The position peaked at $382K in Q1 2017. 31 funds tracked by Wall St. Rank hold HISF as of Q1 2023.

IFP Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,000 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q1 2023, an estimated $49K.
IFP Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q4 2015 and held it in 28 quarters.
IFP Advisors's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $382K in Q1 2017.
31 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.