First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
36 hedge funds and large institutions have $19.7M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $16.1M → $19.7M (+$3.62M)
8.13% more ownership
Funds ownership: 51.3% → 59.42% (+8.1%)
6% more funds holding
Funds holding: 34 → 36 (+2)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
tru Independence
Portland,
Oregon
|
+$1.88M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.58M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$944K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$340K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$376K |
| 2 |
LPL Financial
San Diego,
California
|
-$346K |
| 3 |
Jane Street
New York
|
-$338K |
| 4 |
WC
Waterloo Capital
Austin,
Texas
|
-$336K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $48.7K | – | – | – |
|
|
HIA
27
Harbor Investment Advisory
Lutherville,
Maryland
| $29.2K | +$1.64K | +37 | +6% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $23K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $19.7K | -$77K | -1,736 | -80% |
|
|
T
30
Tidemark
San Diego,
California
| $18.8K | – | – | – |
|
|
BEI
31
Benjamin Edwards Inc
Clayton,
Missouri
| $15K | – | – | – |
|
|
HFS
32
Hantz Financial Services
Southfield,
Michigan
| $13K | -$4.79K | -108 | -27% |
|
|
VF
33
VitalStone Financial
Shavano Park,
Texas
| $13K | – | – | – |
|
|
MSG
34
Main Street Group
Glen Allen,
Virginia
| $10.7K | +$44 | +1 | +0.4% |
|
35
Wells Fargo
San Francisco,
California
| $52 | – | – | – |
|
36
Morgan Stanley
New York
| $48 | -$44 | -1 | -50% |
|
|
WC
37
Waterloo Capital
Austin,
Texas
| – | -$336K | -7,489 | Closed |
|
|
38
Citadel Advisors
Miami,
Florida
| – | -$208K | -4,635 | Closed |
|
|
AA
39
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$2K | -40 | Closed |
|
HISF Hedge Fund Activity: Q1 2024 in Review
36 of the 6,942 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 2024, worth a combined $19.7M — up 22% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HISF positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was tru Independence, opening a new position worth an estimated $1.88M. The largest seller was Osaic Holdings, cutting an estimated $376K.
- 36 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q1 2024, up from 34 in Q4 2023.
- Funds reported $19.7M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q1 2024, up 22% quarter-over-quarter.
- 6 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q1 2024 and 3 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 2024 was tru Independence, an estimated $1.88M added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q1 2024 was Osaic Holdings, an estimated $376K sold.
Based on aggregated 13F filings for Q1 2024.