Independent Advisor Alliance’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Independent Advisor Alliance’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	–	Sell	-40,202	Closed	-$1.78M	–	1303
2026 Q1	$1.78M	Buy	+40,202	New	+$1.81M	0.02%	596

Other funds holding HISF

GWM

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 22.96% 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

Independent Advisor Alliance's HISF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q2 2026, closing a stake of 40,202 shares — an estimated $1.78M sold.

Independent Advisor Alliance first reported a position in HISF in Q1 2026 and held it in 1 quarter. The position peaked at $1.78M in Q1 2026. 38 funds tracked by Wall St. Rank hold HISF as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 40,202 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2026, an estimated $1.78M.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q1 2026 and held it in 1 quarter.
Independent Advisor Alliance's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $1.78M in Q1 2026.
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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.