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

222 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 217222 (+5)

2.01% more ownership

Funds ownership: 70.57%72.58% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

11% less capital invested

Capital invested by funds: $1.61B → $1.43B (-$180M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
27
Increased
88
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$8.12M +$137K +2,954 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$8.07M -$1.13M -24,368 -12%
RWP
28
RWA Wealth Partners
Massachusetts
$7.95M -$8.35M -180,367 -51%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$7.29M -$10.3K -222 -0.1%
MWAM
30
Manhattan West Asset Management
California
$6.91M +$6.99M +150,925 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$6.91M -$3.52M -76,102 -33%
AOG
32
Alpha Omega Group
Virginia
$6.49M +$296K +6,396 +5%
IA
33
IFP Advisors
Florida
$6.31M +$4.17M +90,194 +210%
GIA
34
Gladstone Institutional Advisory
Florida
$6.27M -$9.76M -210,790 -61%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$5.71M +$5.77M +124,727 New
CCA
36
Cottonwood Capital Advisors
Utah
$5.67M +$442K +9,559 +8%
WWMSC
37
Wagner Wealth Management (South Carolina)
South Carolina
$5.52M +$3.01M +64,956 +117%
SWP
38
ShoreHaven Wealth Partners
New Jersey
$5.25M +$443K +9,565 +9%
AWS
39
Atria Wealth Solutions
New York
$5.02M +$5.08M +109,724 New
RGF
40
Retirement Guys Formula
Ohio
$4.96M +$5.02M +108,393 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$4.71M +$2.21M +47,803 +87%
BFA
42
Brendel Financial Advisors
New Hampshire
$4.62M -$240K -5,181 -5%
ACA
43
Ascension Capital Advisors
Texas
$4.54M +$990K +21,392 +28%
ECA
44
Elevated Capital Advisors
Utah
$4.53M +$4.58M +98,994 New
MWM
45
Mattern Wealth Management
Kansas
$4.33M -$5.76M -124,387 -57%
MWM
46
Marion Wealth Management
Pennsylvania
$4.13M +$88K +1,902 +2%
SI
47
Stephens Inc
Arkansas
$4.1M +$912K +19,704 +28%
Citigroup
48
Citigroup
New York
$3.99M -$172K -3,710 -4%
CAN
49
Cetera Advisor Networks
California
$3.84M +$1.03M +22,351 +36%
KA
50
Kovack Advisors
Florida
$3.77M +$225K +4,852 +6%

HYLS Hedge Fund Activity: Q1 2022 in Review

222 of the 6,340 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 Q1 2022, worth a combined $1.43B — down 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HYLS positions and 19 closed out — a net gain of 8 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $45.8M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $1.43B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2022 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2022 was First Trust Advisors, an estimated $45.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2022 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2022.