Northwestern Mutual Wealth Management’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Northwestern Mutual Wealth Management’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 Q3	–	Sell	-218	Closed	-$9.6K	–	3396
2023 Q2	$9.6K	Buy	+218	New	+$9.68K	﹤0.01%	2587
2019 Q3	–	Sell	-347	Closed	-$17K	–	2555
2019 Q2	$17K	Buy	+347	New	+$17.3K	﹤0.01%	1775

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

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's HISF Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q3 2023, closing a stake of 218 shares — an estimated $9.6K sold.

Northwestern Mutual Wealth Management first reported a position in HISF in Q2 2019 and held it in 2 quarters. The position peaked at $17K in Q2 2019. 30 funds tracked by Wall St. Rank hold HISF as of Q3 2023.

Northwestern Mutual Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q3 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 218 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q3 2023, an estimated $9.6K.
Northwestern Mutual Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q2 2019 and held it in 2 quarters.
Northwestern Mutual Wealth Management's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $17K in Q2 2019.
30 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.