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

31 hedge funds and large institutions have $16.9M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.68% more ownership

Funds ownership: 41.69%45.37% (+3.7%)

2% more capital invested

Capital invested by funds: $16.5M → $16.9M (+$410K)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$5.66M +$1.02M +22,861 +22%
LPL Financial
2
LPL Financial
California
$2.52M -$1.56K -35 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$902K -$31.6K -709 -3%
CFGS
4
Concourse Financial Group Securities
Alabama
$792K -$16K -359 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$741K -$14K -313 -2%
NA
6
NewEdge Advisors
Louisiana
$708K +$710K +15,920 New
HighTower Advisors
7
HighTower Advisors
Illinois
$686K -$2.54K -57 -0.4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$620K -$10.7K -240 -2%
TPW
9
Tiller Private Wealth
Pennsylvania
$502K -$495K -11,100 -50%
IGWM
10
ICA Group Wealth Management
Colorado
$463K -$34.5K -773 -7%
C
11
CEDRUS
Colorado
$433K +$17.8K +400 +4%
SOS
12
Silver Oak Securities
Tennessee
$415K +$416K +9,326 New
Citadel Advisors
13
Citadel Advisors
Florida
$391K +$46.4K +1,040 +13%
CIAS
14
Capital Investment Advisory Services
North Carolina
$374K -$17.8K -400 -5%
Jane Street
15
Jane Street
New York
$344K -$293K -6,565 -46%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$301K +$302K +6,775 New
AWS
17
Atria Wealth Solutions
New York
$242K +$401 +9 +0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$242K -$203K -4,556 -46%
SPC
19
Sigma Planning Corp
Michigan
$213K -$362K -8,130 -63%
UBS Group
20
UBS Group
Switzerland
$128K -$186K -4,175 -59%
AAS
21
Ameritas Advisory Services
Nebraska
$79.8K +$79.9K +1,793 New
GRP
22
Global Retirement Partners
California
$49.2K
GWSG
23
GPS Wealth Strategies Group
Colorado
$44.5K +$44.6K +1,000 New
BAM
24
Belpointe Asset Management
Nevada
$33.3K
HI
25
Harbour Investments
Wisconsin
$25.4K

HISF Hedge Fund Activity: Q1 2023 in Review

31 of the 6,275 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 2023, worth a combined $16.9M — up 2.5% from $16.5M a quarter earlier.

Fund positioning in HISF was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 13 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $1.02M. The largest seller was Tiller Private Wealth, cutting an estimated $495K.

  • 31 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $16.9M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q1 2023 was Hantz Financial Services, an estimated $1.02M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q1 2023 was Tiller Private Wealth, an estimated $495K sold.

Based on aggregated 13F filings for Q1 2023.