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

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.

New
Increased
Maintained
Reduced
Closed

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: 3436 (+2)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.03M -$346K -7,798 -10%
Jane Street
2
Jane Street
New York
$2.27M -$338K -7,630 -13%
TI
3
tru Independence
Oregon
$1.87M +$1.88M +42,343 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.57M +$1.58M +35,585 New
CAN
5
Cetera Advisor Networks
California
$1.41M +$82.3K +1,856 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.19M +$107K +2,415 +10%
NA
7
NewEdge Advisors
Louisiana
$1.05M -$44.1K -995 -4%
PFS
8
Prospera Financial Services
Texas
$942K +$944K +21,288 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$815K -$1.6K -36 -0.2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$539K -$179K -4,030 -25%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$462K +$198K +4,475 +75%
HighTower Advisors
12
HighTower Advisors
Illinois
$423K -$38.1K -860 -8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$419K +$216K +4,866 +106%
AWS
14
Atria Wealth Solutions
New York
$362K +$310 +7 +0.1%
C
15
CEDRUS
Colorado
$340K +$24.4K +550 +8%
CW
16
CreativeOne Wealth
Kansas
$339K +$340K +7,660 New
IGWM
17
ICA Group Wealth Management
Colorado
$327K -$103K -2,329 -24%
CCFM
18
Clear Creek Financial Management
Washington
$313K -$4.88K -110 -2%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$308K +$308K +6,954 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$303K
VWA
21
Visionary Wealth Advisors
Illinois
$293K +$5.19K +117 +2%
RJA
22
Raymond James & Associates
Florida
$253K +$3.99K +90 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$236K -$376K -8,486 -61%
CIAS
24
Capital Investment Advisory Services
North Carolina
$234K -$12.4K -280 -5%
SF
25
Synovus Financial
Georgia
$220K +$220K +4,972 New

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.