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

Main Street 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
2024
Q3 		– Sell
-240
Closed -$10.5K – 824
2024
Q2 		$10.5K Sell
240
-2
-0.8% -$87 ﹤0.01% 507
2024
Q1 		$10.7K Buy
242
+1
+0.4% +$44 ﹤0.01% 526
2023
Q4 		$10.8K Buy
+241
New +$10.4K ﹤0.01% 780

Other funds holding HISF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Main Street Group's HISF Position: Q3 2024 in Review

Main Street Group sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q3 2024, closing a stake of 240 shares — an estimated $10.5K sold.

Main Street Group first reported a position in HISF in Q4 2023 and held it in 3 quarters. The position peaked at $10.8K in Q4 2023. 33 funds tracked by Wall St. Rank hold HISF as of Q3 2024.

  • Main Street Group reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q3 2024 after selling out during the quarter.
  • Main Street Group sold 240 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q3 2024, an estimated $10.5K.
  • Main Street Group first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q4 2023 and held it in 3 quarters.
  • Main Street Group's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $10.8K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q3 2024.

Based on Main Street Group's 13F filing for Q3 2024, filed 13 Nov 2024.