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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net new
positions 		New positions Closed positions Return since
30 Sep ‘25
1051
3 9 6 0.99%
1052
3 7 4 2.98%
1053
3 7 4 9.26%
RGT
1054
Royce Global Value Trust
RGT
$94.6M
3 7 4 11.3%
1055
3 7 4 12.1%
1056
3 4 1 7.14%
1057
3 4 1 14.3%
1058
3 4 1 44%
1059
3 8 5 53.7%
1060
3 7 4 11.4%
HISF icon
1061
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$97.5M
3 8 5 1.84%
1062
3 8 5 0.26%
1063
3 8 5 32.7%
1064
3 6 3 103%
1065
3 6 3 11.6%
1066
3 8 5 15.8%
1067
3 5 2 5.79%
1068
3 7 4 10.7%
1069
3 5 2 4.95%
1070
3 6 3 1.28%
1071
3 4 1 78.6%
1072
3 5 2 19.2%
1073
3 4 1 11.2%
1074
3 4 1 –
1075
3 11 8 66.4%
41 42
43
44 45