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Silver Oak Securities’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Silver Oak Securities’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
Q2 		– Sell
-9,326
Closed -$415K – 457
2023
Q1 		$415K Buy
+9,326
New +$416K 0.07% 225

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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Silver Oak Securities's HISF Position: Q2 2023 in Review

Silver Oak Securities sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q2 2023, closing a stake of 9,326 shares — an estimated $415K sold.

Silver Oak Securities first reported a position in HISF in Q1 2023 and held it in 1 quarter. The position peaked at $415K in Q1 2023. 28 funds tracked by Wall St. Rank hold HISF as of Q2 2023.

  • Silver Oak Securities reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q2 2023 after selling out during the quarter.
  • Silver Oak Securities sold 9,326 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2023, an estimated $415K.
  • Silver Oak Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q1 2023 and held it in 1 quarter.
  • Silver Oak Securities's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $415K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q2 2023.

Based on Silver Oak Securities's 13F filing for Q2 2023, filed 2 Aug 2023.