Lloyd Advisory Services’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Lloyd Advisory Services’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
2022 Q2	–	Sell	-19	Closed	-$1K	–	276
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	565
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	392
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	364
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	373
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	352
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	337
2020 Q3	$1K	Buy	+19	New	+$864	﹤0.01%	302

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

TPW

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

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

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

CEDRUS Littleton, Colorado $270M AUM 25.5% 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

Lloyd Advisory Services's HISF Position: Q2 2022 in Review

Lloyd Advisory Services sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q2 2022, closing a stake of 19 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in HISF in Q3 2020 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 31 funds tracked by Wall St. Rank hold HISF as of Q2 2022.

Lloyd Advisory Services reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 19 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2022, an estimated $1K.
Lloyd Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q3 2020 and held it in 7 quarters.
Lloyd Advisory Services's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $1K in Q1 2022.
31 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.