First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
30 hedge funds and large institutions have $14.4M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
7% more funds holding
Funds holding: 28 → 30 (+2)
6.76% less ownership
Funds ownership: 54.79% → 48.03% (-6.8%)
30% less capital invested
Capital invested by funds: $20.5M → $14.4M (-$6.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.28M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$566K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$247K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$212K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
-$6.54M |
| 2 |
Jane Street
New York
|
-$1.16M |
| 3 |
VF
VitalStone Financial
Shavano Park,
Texas
|
-$629K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$73K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$61.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $10.7K | – | – | – |
|
|
RIA
27
Realta Investment Advisors
Wilmington,
Delaware
| $4.41K | – | – | – |
|
|
AA
28
AlphaMark Advisors
Ft. Wright,
Kentucky
| $2K | – | – | – |
|
|
DWMG
29
DB Wealth Management Group
San Diego,
California
| $1.97K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $42 | -$44 | -1 | -50% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.6K | -218 | Closed |
|
HISF Hedge Fund Activity: Q3 2023 in Review
30 of the 6,301 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 Q3 2023, worth a combined $14.4M — down 30% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HISF positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $1.28M. The largest seller was Hantz Financial Services, cutting an estimated $6.54M.
- 30 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q3 2023, up from 28 in Q2 2023.
- Funds reported $14.4M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q3 2023, down 30% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q3 2023 was Cetera Advisor Networks, an estimated $1.28M added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q3 2023 was Hantz Financial Services, an estimated $6.54M sold.
Based on aggregated 13F filings for Q3 2023.