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

197 hedge funds and large institutions have $1.58B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less capital invested

Capital invested by funds: $1.64B → $1.58B (-$56.4M)

1% less funds holding

Funds holding: 199197 (-2)

1.42% less ownership

Funds ownership: 69.47%68.05% (-1.4%)

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
18
Increased
79
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$12.4M +$10.4K +216 +0.1%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$11.1M -$16.4K -339 -0.1%
MWM
28
Mattern Wealth Management
Kansas
$10.5M -$78.7K -1,628 -0.7%
RA
29
RiverTree Advisors
Florida
$8.93M -$131K -2,713 -1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$8.92M +$1.13M +23,384 +14%
AWM
31
AE Wealth Management
Kansas
$8.71M +$1.46M +30,256 +20%
EWM
32
Executive Wealth Management
Michigan
$8.23M +$3.46M +71,597 +72%
RJA
33
Raymond James & Associates
Florida
$8.02M -$1.96M -40,596 -20%
Barclays
34
Barclays
United Kingdom
$7.43M -$2.27M -46,996 -23%
AWA
35
Arkadios Wealth Advisors
Georgia
$7.42M +$379K +7,830 +5%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$7.4M -$2.37M -48,957 -24%
AI
37
Atria Investments
North Carolina
$7.39M -$423K -8,746 -5%
SWP
38
Stratos Wealth Partners
Ohio
$6.88M -$1.14M -23,641 -14%
AOG
39
Alpha Omega Group
Virginia
$6.18M -$12.3K -255 -0.2%
KAS
40
Kestra Advisory Services
Texas
$5.9M +$594K +12,273 +11%
BRWM
41
B. Riley Wealth Management
Tennessee
$5.19M +$1.07M +22,077 +26%
BFA
42
Brendel Financial Advisors
New Hampshire
$5.14M -$65.6K -1,357 -1%
EE
43
EWG Elevate
California
$5.07M +$698K +14,426 +16%
SWP
44
ShoreHaven Wealth Partners
New Jersey
$5.02M +$913K +18,889 +22%
TCWA
45
Ten Capital Wealth Advisors
Washington
$4.92M +$177K +3,650 +4%
FF
46
Fluent Financial
Texas
$4.6M -$213K -4,403 -4%
JCM
47
Janney Capital Management
Pennsylvania
$4.5M +$479K +9,898 +12%
HI
48
Harbour Investments
Wisconsin
$4.31M -$211K -4,373 -5%
ECA
49
Elevated Capital Advisors
Utah
$4.29M +$4.31M +89,077 New
EL
50
Essex LLC
Illinois
$4.17M +$4.19M +86,586 New

HYLS Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 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 2021, worth a combined $1.58B — down 3.4% from $1.64B a quarter earlier.

Fund positioning in HYLS was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 79 added to existing stakes and 74 trimmed.

The largest buyer was Manchester Financial, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $21M.

  • 197 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2021, down from 199 in Q2 2021.
  • Funds reported $1.58B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
  • 18 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2021 was Manchester Financial, an estimated $15.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2021 was Citadel Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2021.