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First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF

36 hedge funds and large institutions have $31.3M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

6.34% more ownership

Funds ownership: 45.65% → 51.99% (+6.3%)

1% more capital invested

Capital invested by funds: $31.1M → $31.3M (+$171K)

10% less funds holding

Funds holding: 40 → 36 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
6
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFS
Hantz Financial Services
Michigan
+$4.83M
2
Jane Street
Jane Street
New York
+$3.15M
3
GM
GeoWealth Management
Illinois
+$988K
4
LPL Financial
LPL Financial
California
+$637K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$359K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.53M
2
OMC
Old Mission Capital
Illinois
-$1.91M
3
HighTower Advisors
HighTower Advisors
Illinois
-$698K
4
MML Investors Services
MML Investors Services
Massachusetts
-$529K
5
CCFM
Clear Creek Financial Management
Washington
-$426K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$51K +$49.4K +998 +49,900%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$27K +$248 +5 +0.9%
BEI
28
Benjamin Edwards Inc
Missouri
$17K – – –
TRCT
29
Tower Research Capital (TRC)
New York
$17K +$17.2K +348 New
LFG
30
Larson Financial Group
Missouri
$12K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$5K – – –
APA
32
American Portfolios Advisors
New York
$3.85K – – –
CP
33
Castleview Partners
Texas
$2K -$118K -2,387 -98%
AA
34
AlphaMark Advisors
Kentucky
$2K – – –
LAS
35
Lloyd Advisory Services
Georgia
$1K – – –
OMC
36
Old Mission Capital
Illinois
– -$1.91M -37,692 Closed
MML Investors Services
37
MML Investors Services
Massachusetts
– -$529K -10,427 Closed
CCFM
38
Clear Creek Financial Management
Washington
– -$426K -8,404 Closed
PFS
39
Prospera Financial Services
Texas
– -$330K -6,501 Closed
FTUS
40
Flow Traders U.S.
New York
– -$276K -5,452 Closed
IAIM
41
International Assets Investment Management
Florida
– -$265K -5,217 Closed
SAM
42
Synergy Asset Management
Washington
– -$234K -4,627 Closed
AFA
43
Arlington Financial Advisors
California
– -$227K -4,480 Closed
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
– -$200K -3,935 Closed
GWM
45
Geneos Wealth Management
Colorado
– -$97K -1,917 Closed
Wells Fargo
46
Wells Fargo
California
– +$99 +2 New
1
2

HISF Hedge Fund Activity: Q1 2022 in Review

36 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) for Q1 2022, worth a combined $31.3M — up 0.55% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HISF and 7 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 16 added.

The largest buyer was Hantz Financial Services, adding an estimated $4.83M. The largest seller was Citadel Advisors, cutting an estimated $5.53M.

  • 36 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q1 2022, down from 40 in Q4 2021.
  • Funds reported $31.3M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q1 2022, up 0.55% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q1 2022 and 10 closed out, a net change of -3 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q1 2022 was Hantz Financial Services, an estimated $4.83M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q1 2022 was Citadel Advisors, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2022.