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

95 hedge funds and large institutions have $837M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 9495 (+1)

3% less capital invested

Capital invested by funds: $868M → $837M (-$30M)

3.99% less ownership

Funds ownership: 73.52%69.53% (-4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
15
Increased
41
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$3.47M +$358K +7,276 +11%
IH
27
IFC Holdings
Florida
$3.26M -$614K -12,472 -16%
CP
28
Camelot Portfolios
Ohio
$3.18M -$59.2K -1,203 -2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$3.13M +$722K +14,674 +30%
PNC
30
Park National Corp
Ohio
$2.98M +$865K +17,577 +41%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$2.62M +$135K +2,746 +5%
WI
32
Wintrust Investments
Illinois
$2.49M +$684K +13,899 +38%
FPCP
33
Fort Point Capital Partners
California
$2.13M +$278K +5,647 +15%
GLA
34
Great Lakes Advisors
Illinois
$1.95M +$521K +10,593 +36%
CCA
35
Clearwater Capital Advisors
Illinois
$1.94M -$139K -2,815 -7%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.86M +$525K +10,671 +39%
SCA
37
Snowden Capital Advisors
New York
$1.84M +$971K +19,727 +112%
NPC
38
National Planning Corporation
California
$1.82M -$490K -9,961 -21%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.77M +$39.2K +796 +2%
WA
40
WESPAC Advisors
California
$1.77M +$659K +13,395 +59%
AG
41
Advisor Group
Arizona
$1.75M -$681K -13,836 -28%
AGA
42
Accuvest Global Advisors
Utah
$1.68M
PAG
43
Private Advisor Group
New Jersey
$1.68M +$46.3K +940 +3%
CIA
44
Capital Investment Advisors
Georgia
$1.67M +$15.2K +309 +0.9%
SAM
45
Shamrock Asset Management
Texas
$1.54M -$239K -4,857 -13%
FA
46
FDx Advisors
Illinois
$1.5M -$220K -4,463 -13%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.35M +$1.35M +27,402 New
BWM
48
BerganKDV Wealth Management
Minnesota
$1.31M -$222K -4,503 -14%
AWM
49
AE Wealth Management
Kansas
$1.3M +$264K +5,373 +25%
SI
50
Stephens Inc
Arkansas
$1.13M -$30K -610 -3%

HYLS Hedge Fund Activity: Q2 2017 in Review

95 of the 4,011 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 Q2 2017, worth a combined $837M — down 3.5% from $868M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HYLS positions and 13 closed out — a net gain of 2 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $7.39M. The largest seller was Flow Traders U.S., cutting an estimated $33.1M.

  • 95 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2017, up from 94 in Q1 2017.
  • Funds reported $837M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2017, down 3.5% quarter-over-quarter.
  • 15 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2017 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2017 was MML Investors Services, an estimated $7.39M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2017 was Flow Traders U.S., an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2017.