First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
32 hedge funds and large institutions have $29.8M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.
6% more capital invested
Capital invested by funds: $28.1M → $29.8M (+$1.67M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.02% less ownership
Funds ownership: 64.21% → 61.19% (-3%)
11% less funds holding
Funds holding: 36 → 32 (-4)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.87M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.23M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$142K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$132K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$621K |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$289K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$288K |
| 4 |
BAS
Breakthru Advisory Services
Muskego,
Wisconsin
|
-$182K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $90.1K | -$26.5K | -600 | -23% |
|
|
HIA
27
Harbor Investment Advisory
Lutherville,
Maryland
| $29.2K | – | – | – |
|
|
AWM
28
AE Wealth Management
Topeka,
Kansas
| $22.3K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $14.6K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $7.21K | -$19.5K | -443 | -73% |
|
|
HFS
31
Hantz Financial Services
Southfield,
Michigan
| $2K | – | – | – |
|
32
Morgan Stanley
New York
| $46 | – | – | – |
|
|
VWA
33
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$289K | -6,609 | Closed |
|
|
SAM
34
Synergy Asset Management
Vancouver,
Washington
| – | -$59.2K | -1,302 | Closed |
|
35
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$35K | -800 | Closed |
|
HISF Hedge Fund Activity: Q1 2025 in Review
32 of the 7,459 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 2025, worth a combined $29.8M — up 5.9% from $28.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HISF and 0 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was Citadel Advisors, adding an estimated $1.87M. The largest seller was LPL Financial, cutting an estimated $621K.
- 32 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q1 2025, down from 36 in Q4 2024.
- Funds reported $29.8M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q1 2025, up 5.9% quarter-over-quarter.
- 0 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q1 2025 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 2025 was Citadel Advisors, an estimated $1.87M added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q1 2025 was LPL Financial, an estimated $621K sold.
Based on aggregated 13F filings for Q1 2025.