First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
31 hedge funds and large institutions have $16.9M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 5 closing their positions.
3.68% more ownership
Funds ownership: 41.69% → 45.37% (+3.7%)
2% more capital invested
Capital invested by funds: $16.5M → $16.9M (+$410K)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$1.02M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$710K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$416K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$302K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$79.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$495K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$362K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$307K |
| 4 |
Jane Street
New York
|
-$293K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BEI
26
Benjamin Edwards Inc
Clayton,
Missouri
| $16K | – | – | – |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $11.1K | – | – | – |
|
|
DWMG
28
DB Wealth Management Group
San Diego,
California
| $2.05K | – | – | – |
|
|
AA
29
AlphaMark Advisors
Ft. Wright,
Kentucky
| $2K | – | – | – |
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| $212 | +$1.07K | +24 | +0.5% |
|
31
Wells Fargo
San Francisco,
California
| $58 | – | – | – |
|
|
GVAG
32
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$307K | -6,972 | Closed |
|
|
MCC
33
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$141K | -3,194 | Closed |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| – | -$49K | -1,000 | Closed |
|
|
RIA
35
Realta Investment Advisors
Wilmington,
Delaware
| – | -$4.4K | -100 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$44 | -1 | Closed |
|
HISF Hedge Fund Activity: Q1 2023 in Review
31 of the 6,275 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 2023, worth a combined $16.9M — up 2.5% from $16.5M a quarter earlier.
Fund positioning in HISF was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 13 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $1.02M. The largest seller was Tiller Private Wealth, cutting an estimated $495K.
- 31 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $16.9M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q1 2023, up 2.5% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q1 2023 and 5 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q1 2023 was Hantz Financial Services, an estimated $1.02M added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q1 2023 was Tiller Private Wealth, an estimated $495K sold.
Based on aggregated 13F filings for Q1 2023.