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First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF

58 hedge funds and large institutions have $424M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $334M → $424M (+$89.6M)

21% more funds holding

Funds holding: 4858 (+10)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
13
Increased
29
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
26
Investment Centers of America
North Dakota
$1.3M -$81.2K -1,692 -6%
AWMS
27
Advocacy Wealth Management Services
Georgia
$1.25M +$1.28M +26,649 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.23M +$81.5K +1,698 +7%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.01M -$991K -20,645 -49%
MFS
30
MSI Financial Services
Massachusetts
$901K +$699K +14,562 +316%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$892K +$62.6K +1,304 +7%
AGA
32
Accuvest Global Advisors
Utah
$801K +$818K +17,050 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$792K +$53.5K +1,114 +7%
CIA
34
Capital Investment Advisors
Georgia
$711K +$726K +15,131 New
CAN
35
Cetera Advisor Networks
California
$680K +$484K +10,093 +228%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$550K +$420K +8,750 +296%
Millennium Management
37
Millennium Management
New York
$541K +$5.57K +116 +1%
BA
38
BKS Advisors
Michigan
$520K -$638K -13,290 -55%
GC
39
Guggenheim Capital
Illinois
$496K -$30.7K -639 -6%
IA
40
IFP Advisors
Florida
$478K +$489K +10,187 New
AI
41
Atria Investments
North Carolina
$443K +$18.4K +384 +4%
PTC
42
Private Trust Company
Ohio
$375K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$324K +$50.8K +1,059 +18%
OIA
44
Optimum Investment Advisors
Illinois
$227K +$232K +4,825 New
LPT
45
Legacy Private Trust
Wisconsin
$223K +$9.17K +191 +4%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$212K +$1.2K +25 +0.6%
M&T Bank
47
M&T Bank
New York
$209K -$7.73K -161 -3%
TFA
48
Transamerica Financial Advisors
Florida
$79K +$18.2K +380 +29%
NFG
49
Next Financial Group
Texas
$73K +$50.8K +1,059 +212%
CCS
50
Crosspoint Capital Strategies
California
$68K +$66.1K +1,378 New

HYLS Hedge Fund Activity: Q4 2015 in Review

58 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q4 2015, worth a combined $424M — up 27% from $334M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HYLS positions and 3 closed out — a net gain of 10 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was First Trust Advisors, cutting an estimated $7.89M.

  • 58 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2015, up from 48 in Q3 2015.
  • Funds reported $424M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2015, up 27% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2015 and 3 closed out, a net change of +10 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2015 was Morgan Stanley, an estimated $52.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2015 was First Trust Advisors, an estimated $7.89M sold.

Based on aggregated 13F filings for Q4 2015.