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First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF

36 hedge funds and large institutions have $31.3M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

6.34% more ownership

Funds ownership: 45.65%51.99% (+6.3%)

1% more capital invested

Capital invested by funds: $31.1M → $31.3M (+$171K)

10% less funds holding

Funds holding: 4036 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.83M +$637K +12,869 +12%
HFS
2
Hantz Financial Services
Michigan
$4.71M +$4.83M +97,559 +53,604%
Jane Street
3
Jane Street
New York
$4.69M +$3.15M +63,564 +187%
AWM
4
AE Wealth Management
Kansas
$2.79M +$163K +3,284 +6%
PWA
5
PCG Wealth Advisors
Kansas
$1.92M +$121K +2,438 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.29M +$21.1K +427 +2%
GM
7
GeoWealth Management
Illinois
$961K +$988K +19,957 New
C
8
CEDRUS
Colorado
$862K +$20.8K +420 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$753K -$698K -14,103 -47%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$717K +$304K +6,148 +70%
SPC
11
Sigma Planning Corp
Michigan
$692K +$118K +2,382 +20%
CIAS
12
Capital Investment Advisory Services
North Carolina
$684K -$91.8K -1,855 -12%
CA
13
Cetera Advisors
Colorado
$679K +$314K +6,347 +82%
Citadel Advisors
14
Citadel Advisors
Florida
$638K -$5.53M -111,740 -89%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$629K +$126K +2,545 +24%
IGWM
16
ICA Group Wealth Management
Colorado
$614K +$658K +13,294 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$535K +$34.5K +696 +7%
GLA
18
Good Life Advisors
Pennsylvania
$371K +$124K +2,505 +48%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$349K +$359K +7,248 New
GVAG
20
Great Valley Advisor Group
Delaware
$346K -$10.1K -204 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$316K -$8.91K -180 -3%
UBS Group
22
UBS Group
Switzerland
$259K +$68.4K +1,382 +34%
AWS
23
Atria Wealth Solutions
New York
$256K +$263K +5,312 New
MCC
24
Money Concepts Capital
Florida
$206K +$211K +4,271 New
DWMG
25
DB Wealth Management Group
California
$84K

HISF Hedge Fund Activity: Q1 2022 in Review

36 of the 6,340 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 2022, worth a combined $31.3M — up 0.55% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HISF and 7 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 16 added.

The largest buyer was Hantz Financial Services, adding an estimated $4.83M. The largest seller was Citadel Advisors, cutting an estimated $5.53M.

  • 36 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q1 2022, down from 40 in Q4 2021.
  • Funds reported $31.3M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q1 2022, up 0.55% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q1 2022 and 10 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 2022 was Hantz Financial Services, an estimated $4.83M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q1 2022 was Citadel Advisors, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2022.