First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
15 hedge funds and large institutions have $15.7M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 13 → 15 (+2)
15% more capital invested
Capital invested by funds: $13.6M → $15.7M (+$2.08M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.19M |
| 2 |
AIG
American International Group
New York
|
+$81.4K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$35.3K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$47 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.16M |
| 2 |
Jane Street
New York
|
-$144K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$70.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$63.1K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$13.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $5.39M | +$3.19M | +67,547 | +138% |
|
2
Goldman Sachs
New York
| $4.55M | -$9.44K | -200 | -0.2% |
|
3
Citigroup
New York
| $2.32M | – | – | – |
|
|
4
Jane Street
New York
| $1.33M | -$144K | -3,042 | -10% |
|
|
VKH
5
Virtu KCG Holdings
New York
| $895K | -$1.16M | -24,515 | -56% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $628K | -$63.1K | -1,338 | -9% |
|
|
GS
7
Girard Securities
San Diego,
California
| $217K | +$219K | +4,640 | New |
|
|
MFS
8
MSI Financial Services
Springfield,
Massachusetts
| $154K | +$35.3K | +748 | +29% |
|
|
AIG
9
American International Group
New York
| $83K | +$81.4K | +1,724 | +2,362% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $72K | +$72.9K | +1,544 | New |
|
|
TFA
11
Transamerica Financial Advisors
St. Petersburg,
Florida
| $47K | -$70.8K | -1,500 | -60% |
|
|
BFEC
12
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $5K | – | – | – |
|
|
WA
13
WFG Advisors
Dallas,
Texas
| $4K | +$47 | +1 | +1% |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| $1K | -$13.9K | -295 | -95% |
|
HISF Hedge Fund Activity: Q4 2015 in Review
15 of the 3,812 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 2015, worth a combined $15.7M — up 15% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HISF positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.19M. The largest seller was Virtu KCG Holdings, cutting an estimated $1.16M.
- 15 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q4 2015, up from 13 in Q3 2015.
- Funds reported $15.7M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q4 2015, up 15% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q4 2015 and 0 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 Q4 2015 was LPL Financial, an estimated $3.19M added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q4 2015 was Virtu KCG Holdings, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2015.