First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
34 hedge funds and large institutions have $16.1M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
13% more funds holding
Funds holding: 30 → 34 (+4)
12% more capital invested
Capital invested by funds: $14.4M → $16.1M (+$1.72M)
3.26% more ownership
Funds ownership: 48.03% → 51.3% (+3.3%)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.06M |
| 2 |
WC
Waterloo Capital
Austin,
Texas
|
+$323K |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$281K |
| 4 |
LPL Financial
San Diego,
California
|
+$271K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$410K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$264K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$247K |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$242K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$233K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
26
Tidemark
San Diego,
California
| $19.1K | +$18.3K | +425 | New |
|
|
HFS
27
Hantz Financial Services
Southfield,
Michigan
| $18K | -$4.53K | -105 | -21% |
|
|
BEI
28
Benjamin Edwards Inc
Clayton,
Missouri
| $16K | – | – | – |
|
|
VF
29
VitalStone Financial
Shavano Park,
Texas
| $14K | – | – | – |
|
|
MSG
30
Main Street Group
Glen Allen,
Virginia
| $10.8K | +$10.4K | +241 | New |
|
|
DWMG
31
DB Wealth Management Group
San Diego,
California
| $2.06K | – | – | – |
|
|
AA
32
AlphaMark Advisors
Ft. Wright,
Kentucky
| $2K | – | – | – |
|
33
Morgan Stanley
New York
| $144 | +$86 | +2 | New |
|
34
Wells Fargo
San Francisco,
California
| $36 | – | – | – |
|
|
35
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$410K | -9,432 | Closed |
|
|
GM
36
GeoWealth Management
Chicago,
Illinois
| – | -$242K | -5,659 | Closed |
|
|
LFG
37
Larson Financial Group
St Louis,
Missouri
| – | -$10.7K | -250 | Closed |
|
|
RIA
38
Realta Investment Advisors
Wilmington,
Delaware
| – | -$4.41K | -100 | Closed |
|
HISF Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 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 Q4 2023, worth a combined $16.1M — up 12% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HISF positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 12 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.06M. The largest seller was Bank of Montreal, exiting entirely with an estimated $410K sold.
- 34 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $16.1M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 8 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q4 2023 and 4 closed out, a net change of +4 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $1.06M added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q4 2023 was Bank of Montreal, an estimated $410K sold.
Based on aggregated 13F filings for Q4 2023.