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 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 $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

tru Independence's HISF Position: Q1 2026 in Review

tru Independence increased its First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) stake by 8.4% in Q1 2026, buying an estimated $248K and bringing the position to 70,968 shares worth $3.15M. The position accounts for 1.56% of the portfolio, ranked #14.

tru Independence first reported a position in HISF in Q4 2019 and has held it in 10 quarters since. 33 funds tracked by Wall St. Rank hold HISF as of Q1 2026.

tru Independence held 70,968 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $3.15M as of Q1 2026.
tru Independence bought 5,496 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q1 2026, an estimated $248K.
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up 1.56% of tru Independence's portfolio in Q1 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 10 quarters since.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.