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

32 hedge funds and large institutions have $29.8M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $28.1M → $29.8M (+$1.67M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.02% less ownership

Funds ownership: 64.21%61.19% (-3%)

11% less funds holding

Funds holding: 3632 (-4)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
12
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.89M -$621K -14,076 -11%
BAS
2
Breakthru Advisory Services
Wisconsin
$4.16M -$182K -4,136 -4%
TI
3
tru Independence
Oregon
$2.45M -$59.2K -1,343 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.44M +$1.23M +27,788 +101%
Citadel Advisors
5
Citadel Advisors
Florida
$2.17M +$1.87M +42,494 +657%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.78M +$132K +2,996 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.71M -$3.26K -74 -0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.28M -$288K -6,523 -18%
Jane Street
9
Jane Street
New York
$1.19M -$36.3K -823 -3%
PFS
10
Prospera Financial Services
Texas
$1.14M +$142K +3,210 +14%
PWM
11
Perigon Wealth Management
California
$1.08M +$9.48K +215 +0.9%
NA
12
NewEdge Advisors
Louisiana
$903K -$153K -3,472 -15%
Raymond James Financial
13
Raymond James Financial
Florida
$696K +$3.88K +88 +0.6%
PWS
14
Proactive Wealth Strategies
Georgia
$552K -$4.23K -96 -0.8%
HighTower Advisors
15
HighTower Advisors
Illinois
$451K +$4.98K +113 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$418K -$24.6K -558 -6%
CW
17
CreativeOne Wealth
Kansas
$417K +$11.6K +262 +3%
IWC
18
Integrated Wealth Concepts
Massachusetts
$299K
T
19
Tidemark
California
$284K +$6.17K +140 +2%
AWS
20
Atria Wealth Solutions
New York
$268K +$926 +21 +0.3%
AWG
21
Altus Wealth Group
Colorado
$261K +$617 +14 +0.2%
CCFM
22
Clear Creek Financial Management
Washington
$246K -$2.21K -50 -0.9%
AAS
23
Ameritas Advisory Services
Nebraska
$209K +$3.4K +77 +2%
AAP
24
Arax Advisory Partners
Colorado
$186K -$56.7K -1,287 -23%
Osaic Holdings
25
Osaic Holdings
Arizona
$138K -$131K -2,961 -49%

HISF Hedge Fund Activity: Q1 2025 in Review

32 of the 7,459 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 2025, worth a combined $29.8M — up 5.9% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of HISF and 0 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Citadel Advisors, adding an estimated $1.87M. The largest seller was LPL Financial, cutting an estimated $621K.

  • 32 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q1 2025, down from 36 in Q4 2024.
  • Funds reported $29.8M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q1 2025, up 5.9% quarter-over-quarter.
  • 0 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q1 2025 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 2025 was Citadel Advisors, an estimated $1.87M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q1 2025 was LPL Financial, an estimated $621K sold.

Based on aggregated 13F filings for Q1 2025.