Larson Financial Group’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Larson Financial Group’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 Q4	–	Sell	-250	Closed	-$10.7K	–	1851
2023 Q3	$10.7K	Hold	250	–	–	﹤0.01%	970
2023 Q2	$11K	Hold	250	–	–	﹤0.01%	905
2023 Q1	$11.1K	Hold	250	–	–	﹤0.01%	900
2022 Q4	$11K	Hold	250	–	–	﹤0.01%	836
2022 Q3	$11K	Hold	250	–	–	﹤0.01%	767
2022 Q2	$11K	Hold	250	–	–	﹤0.01%	691
2022 Q1	$12K	Hold	250	–	–	﹤0.01%	620
2021 Q4	$13K	Buy	+250	New	+$12.5K	﹤0.01%	617

Other funds holding HISF

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

IGWM

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

Larson Financial Group's HISF Position: Q4 2023 in Review

Larson Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q4 2023, closing a stake of 250 shares — an estimated $10.7K sold.

Larson Financial Group first reported a position in HISF in Q4 2021 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 34 funds tracked by Wall St. Rank hold HISF as of Q4 2023.

Larson Financial Group reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q4 2023 after selling out during the quarter.
Larson Financial Group sold 250 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q4 2023, an estimated $10.7K.
Larson Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q4 2021 and held it in 8 quarters.
Larson Financial Group's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $13K in Q4 2021.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.