HISF β€” First Trust Strategic Income E

Ownership history in FLOW TRADERS U.S. LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which FLOW TRADERS U.S. LLC reported a position in First Trust Strategic Income E (HISF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.08% (2020 Q3)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2019 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
12

Position Intelligence

FLOW TRADERS U.S. LLC Γ— HISF AI Analytics

πŸ“‰ FLOW TRADERS U.S. LLC underperformed the S&P 500 by –33.1% annually on this HISF position. Timing score: 50% (4/8 decisions correct). Average cost basis: $37.64. Maximum drawdown during holding period: –18.7%.

πŸ“ˆ Position Alpha vs SPY
-33.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 33.1% ann.
10 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct

πŸ’° Entry Quality
$37.64
+19.2% vs current ($44.87)

Best entry: $32.09 (2020 Q1)  Β·  Worst: $44.24 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–18.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
78%
buy-side decisions

7 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    HISF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 12,186 β€” 0% 0.02% $551K $44.87
2025 Q3 ADDED 12,186 +6,734 +123.5% 0.02% $550K $44.24
2021 Q4 UNCHANGED 5,452 β€” 0% 0.01% $276K $42.27
2021 Q3 REDUCED 5,452 -10,453 -65.7% 0.01% $268K $40.65
2021 Q2 UNCHANGED 15,905 β€” 0% 0.04% $778K $41.13
2021 Q1 REDUCED 15,905 -6,904 -30.3% 0.04% $778K $39.56
2020 Q4 ADDED 22,809 +30 +0.1% 0.07% $1.1M $38.36
2020 Q3 ADDED 22,779 +15,130 +197.8% 0.08% $1.0M $35.19
2020 Q2 ADDED 7,649 +10 +0.1% 0.03% $344K $35.23
2020 Q1 ADDED 7,639 +1,825 +31.4% 0.02% $316K $32.09
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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