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

36 hedge funds and large institutions have $28.1M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

12% more capital invested

Capital invested by funds: $25.2M → $28.1M (+$2.92M)

9% more funds holding

Funds holding: 3336 (+3)

8.79% more ownership

Funds ownership: 55.42%64.21% (+8.8%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.45M +$367K +8,257 +7%
BAS
2
Breakthru Advisory Services
Wisconsin
$4.3M +$4.36M +98,106 New
TI
3
tru Independence
Oregon
$2.48M +$184K +4,131 +8%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.69M +$130K +2,914 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.63M -$7.33K -165 -0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.56M -$1.88M -42,252 -54%
Jane Street
7
Jane Street
New York
$1.21M +$1.23M +27,695 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.2M +$445K +10,005 +57%
PWM
9
Perigon Wealth Management
California
$1.06M +$8.58K +193 +0.8%
NA
10
NewEdge Advisors
Louisiana
$1.05M +$1.2K +27 +0.1%
PFS
11
Prospera Financial Services
Texas
$990K +$59K +1,328 +6%
Raymond James Financial
12
Raymond James Financial
Florida
$685K +$696K +15,646 New
PWS
13
Proactive Wealth Strategies
Georgia
$551K +$6.4K +144 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$441K +$19.5K +438 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$438K +$27.6K +620 +7%
CW
16
CreativeOne Wealth
Kansas
$401K +$61.5K +1,384 +18%
IWC
17
Integrated Wealth Concepts
Massachusetts
$295K
VWA
18
Visionary Wealth Advisors
Illinois
$289K -$37.6K -845 -11%
Citadel Advisors
19
Citadel Advisors
Florida
$283K -$232K -5,221 -45%
T
20
Tidemark
California
$275K +$279K +6,283 New
Osaic Holdings
21
Osaic Holdings
Arizona
$266K -$268K -6,033 -50%
AWS
22
Atria Wealth Solutions
New York
$265K -$52K -1,169 -16%
AWG
23
Altus Wealth Group
Colorado
$258K +$262K +5,895 New
CCFM
24
Clear Creek Financial Management
Washington
$245K -$51.9K -1,168 -17%
AAP
25
Arax Advisory Partners
Colorado
$241K +$244K +5,497 New

HISF Hedge Fund Activity: Q4 2024 in Review

36 of the 7,592 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 2024, worth a combined $28.1M — up 12% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HISF positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.23M. The largest seller was Envestnet Asset Management, cutting an estimated $1.88M.

  • 36 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q4 2024, up from 33 in Q3 2024.
  • Funds reported $28.1M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 10 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q4 2024 and 3 closed out, a net change of +7 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q4 2024 was Jane Street, an estimated $1.23M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2024.