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Visionary Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Visionary Wealth Advisors’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
2025
Q1 		– Sell
-6,609
Closed -$289K – 547
2024
Q4 		$289K Sell
6,609
-845
-11% -$37.6K 0.02% 448
2024
Q3 		$339K Buy
7,454
+129
+2% +$5.79K 0.02% 409
2024
Q2 		$321K Buy
7,325
+711
+11% +$31K 0.02% 400
2024
Q1 		$293K Buy
6,614
+117
+2% +$5.19K 0.02% 407
2023
Q4 		$291K Buy
+6,497
New +$281K 0.02% 397

Other funds holding HISF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Visionary Wealth Advisors's HISF Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q1 2025, closing a stake of 6,609 shares — an estimated $289K sold.

Visionary Wealth Advisors first reported a position in HISF in Q4 2023 and held it in 5 quarters. The position peaked at $339K in Q3 2024. 32 funds tracked by Wall St. Rank hold HISF as of Q1 2025.

  • Visionary Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 6,609 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q1 2025, an estimated $289K.
  • Visionary Wealth Advisors 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 5 quarters.
  • Visionary Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $339K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.