We are live on ! Find out more
HYLS icon

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

97 hedge funds and large institutions have $889M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 23

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $837M → $889M (+$52M)

2.55% more ownership

Funds ownership: 69.53%72.08% (+2.6%)

2% more funds holding

Funds holding: 9597 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
16
Increased
50
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.13M +$390K +7,908 +10%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$3.81M +$42.2K +857 +1%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$3.41M +$288K +5,843 +9%
PNC
29
Park National Corp
Ohio
$3.31M +$336K +6,809 +11%
CP
30
Camelot Portfolios
Ohio
$3.23M +$53.6K +1,088 +2%
Citigroup
31
Citigroup
New York
$2.97M +$2.98M +60,491 +63,011%
CAG
32
Csenge Advisory Group
Florida
$2.8M +$2.82M +57,156 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$2.65M +$32.7K +663 +1%
WI
34
Wintrust Investments
Illinois
$2.53M +$47.1K +956 +2%
WA
35
WESPAC Advisors
California
$2.15M +$389K +7,896 +22%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.06M +$210K +4,269 +11%
GLA
37
Great Lakes Advisors
Illinois
$1.98M +$36.5K +741 +2%
SCA
38
Snowden Capital Advisors
New York
$1.98M +$147K +2,981 +8%
NPC
39
National Planning Corporation
California
$1.89M +$74.9K +1,519 +4%
OMC
40
Old Mission Capital
Illinois
$1.89M +$1.5M +30,357 +376%
FPCP
41
Fort Point Capital Partners
California
$1.86M -$263K -5,328 -12%
AG
42
Advisor Group
Arizona
$1.82M +$76.2K +1,547 +4%
CIA
43
Capital Investment Advisors
Georgia
$1.68M +$15.3K +310 +0.9%
PAG
44
Private Advisor Group
New Jersey
$1.59M -$72.6K -1,473 -4%
IH
45
IFC Holdings
Florida
$1.4M -$1.86M -37,660 -57%
CCA
46
Clearwater Capital Advisors
Illinois
$1.38M -$555K -11,261 -29%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.12M +$345K +7,001 +44%
LI
48
LVZ Inc
Michigan
$1.1M +$1.11M +22,502 New
RJA
49
Raymond James & Associates
Florida
$1.05M -$67.3K -1,365 -6%
UR
50
USCA RIA
Texas
$1.05M

HYLS Hedge Fund Activity: Q3 2017 in Review

97 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 Q3 2017, worth a combined $889M — up 6.2% from $837M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYLS positions and 13 closed out — a net gain of 3 holders — while 50 added to existing stakes and 23 trimmed.

The largest buyer was Janney Capital Management, adding an estimated $14.8M. The largest seller was BB&T Securities, cutting an estimated $9.35M.

  • 97 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2017, up from 95 in Q2 2017.
  • Funds reported $889M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2017, up 6.2% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2017 and 13 closed out, a net change of +3 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2017 was Janney Capital Management, an estimated $14.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2017 was BB&T Securities, an estimated $9.35M sold.

Based on aggregated 13F filings for Q3 2017.