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

WealthShield Partners’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
2018 Q3	–	Sell	-500	Closed	-$25K	–	265
2018 Q2	$25K	Hold	500	–	–	0.02%	175
2018 Q1	$25K	Buy	+500	New	+$25.2K	0.02%	171

Other funds holding HISF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

WealthShield Partners's HISF Position: Q3 2018 in Review

WealthShield Partners sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q3 2018, closing a stake of 500 shares — an estimated $25K sold.

WealthShield Partners first reported a position in HISF in Q1 2018 and held it in 2 quarters. The position peaked at $25K in Q2 2018. 33 funds tracked by Wall St. Rank hold HISF as of Q3 2018.

WealthShield Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q3 2018 after selling out during the quarter.
WealthShield Partners sold 500 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q3 2018, an estimated $25K.
WealthShield Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q1 2018 and held it in 2 quarters.
WealthShield Partners's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $25K in Q2 2018.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q3 2018.

Based on WealthShield Partners's 13F filing for Q3 2018, filed 5 Nov 2018.