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

32 hedge funds and large institutions have $41.7M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

49% more capital invested

Capital invested by funds: $27.9M → $41.7M (+$13.8M)

20.75% more ownership

Funds ownership: 59.56%80.31% (+21%)

7% more funds holding

Funds holding: 3032 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
14
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$12.6M +$12.6M +279,920 New
LPL Financial
2
LPL Financial
California
$7.24M +$917K +20,443 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.23M +$1.33M +29,773 +47%
TI
4
tru Independence
Oregon
$2.71M +$64.6K +1,440 +2%
Betterment LLC
5
Betterment LLC
New York
$1.91M +$1.9M +42,374 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.71M +$10.3K +230 +0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.44M -$13.2K -295 -0.9%
PWM
8
Perigon Wealth Management
California
$1.23M +$82.8K +1,846 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.17M -$49.5K -1,103 -4%
PFS
10
Prospera Financial Services
Texas
$1.15M
Raymond James Financial
11
Raymond James Financial
Florida
$1.05M +$333K +7,432 +47%
NA
12
NewEdge Advisors
Louisiana
$929K +$1.3K +29 +0.1%
FTUS
13
Flow Traders U.S.
New York
$550K +$546K +12,186 New
CW
14
CreativeOne Wealth
Kansas
$515K +$2.24K +50 +0.4%
Citadel Advisors
15
Citadel Advisors
Florida
$498K +$495K +11,030 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$405K +$314 +7 +0.1%
PWS
17
Proactive Wealth Strategies
Georgia
$399K -$154K -3,431 -28%
HighTower Advisors
18
HighTower Advisors
Illinois
$364K +$4.04K +90 +1%
MML Investors Services
19
MML Investors Services
Massachusetts
$305K +$303K +6,759 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$305K
AWG
21
Altus Wealth Group
Colorado
$263K +$90 +2 +0%
AAS
22
Ameritas Advisory Services
Nebraska
$197K +$67.4K +1,504 +53%
Morgan Stanley
23
Morgan Stanley
New York
$169K
Osaic Holdings
24
Osaic Holdings
Arizona
$123K
AWM
25
AE Wealth Management
Kansas
$61.3K +$38.2K +853 +169%

HISF Hedge Fund Activity: Q3 2025 in Review

32 of the 7,620 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 Q3 2025, worth a combined $41.7M — up 49% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HISF positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 3 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $12.6M. The largest seller was Breakthru Advisory Services, exiting entirely with an estimated $4.16M sold.

  • 32 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q3 2025, up from 30 in Q2 2025.
  • Funds reported $41.7M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q3 2025, up 49% quarter-over-quarter.
  • 8 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q3 2025 and 5 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 Q3 2025 was Geneos Wealth Management, an estimated $12.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q3 2025 was Breakthru Advisory Services, an estimated $4.16M sold.

Based on aggregated 13F filings for Q3 2025.