tru Independence’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

tru Independence’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
2026 Q2	$3.37M	Buy	76,080 +5,112	+7%	+$227K	1.47%	14
2026 Q1	$3.15M	Buy	70,968 +5,496	+8%	+$248K	1.56%	14
2025 Q4	$2.96M	Buy	65,472 +5,449	+9%	+$247K	0.75%	48
2025 Q3	$2.71M	Buy	60,023 +1,440	+2%	+$64.6K	0.7%	52
2025 Q2	$2.62M	Buy	58,583 +3,280	+6%	+$145K	0.76%	49
2025 Q1	$2.45M	Sell	55,303 -1,343	-2%	-$59.2K	0.76%	49
2024 Q4	$2.48M	Buy	56,646 +4,131	+8%	+$184K	0.78%	49
2024 Q3	$2.39M	Buy	52,515 +8,433	+19%	+$379K	0.7%	52
2024 Q2	$1.93M	Buy	44,082 +1,739	+4%	+$75.9K	0.58%	56
2024 Q1	$1.87M	Buy	+42,343	New	+$1.88M	0.55%	55
2020 Q1	–	Sell	-95	Closed	-$4K	–	786
2019 Q4	$4K	Buy	+95	New	+$4.82K	﹤0.01%	707

Other funds holding HISF

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

tru Independence's HISF Position: Q2 2026 in Review

tru Independence increased its First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) stake by 7.2% in Q2 2026, buying an estimated $227K and bringing the position to 76,080 shares worth $3.37M. The position accounts for 1.47% of the portfolio, ranked #14.

tru Independence first reported a position in HISF in Q4 2019 and has held it in 11 quarters since. 38 funds tracked by Wall St. Rank hold HISF as of Q2 2026.

tru Independence held 76,080 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $3.37M as of Q2 2026.
tru Independence bought 5,112 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2026, an estimated $227K.
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up 1.47% of tru Independence's portfolio in Q2 2026, its #14 holding.
tru Independence first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q4 2019 and has held it in 11 quarters since.
38 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.