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

206 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 72.58%68.55% (-4%)

7% less funds holding

Funds holding: 222206 (-16)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

22% less capital invested

Capital invested by funds: $1.43B → $1.11B (-$316M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
19
Increased
72
Reduced
87
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$6.21M -$29.5K -696 -0.4%
HI
27
Harbour Investments
Wisconsin
$5.43M +$5.87M +138,592 New
CCA
28
Cottonwood Capital Advisors
Utah
$5.24M +$415K +9,788 +8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.14M -$1.91M -45,004 -26%
MWAM
30
Manhattan West Asset Management
California
$4.75M -$1.26M -29,648 -20%
SI
31
Stephens Inc
Arkansas
$4.74M +$1.34M +31,505 +35%
LCWP
32
Legacy Capital Wealth Partners
Arkansas
$4.73M -$167K -3,937 -3%
CAN
33
Cetera Advisor Networks
California
$4.55M +$1.37M +32,215 +38%
SWP
34
ShoreHaven Wealth Partners
New Jersey
$4.39M -$103K -2,420 -2%
KAS
35
Kestra Advisory Services
Texas
$4.09M +$1.26M +29,655 +40%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$4.07M +$39K +919 +0.9%
ACA
37
Ascension Capital Advisors
Texas
$3.88M
MWM
38
Marion Wealth Management
Pennsylvania
$3.86M +$354K +8,348 +9%
CA
39
Cetera Advisors
Colorado
$3.82M +$1.86M +43,888 +82%
Citigroup
40
Citigroup
New York
$3.73M +$335K +7,900 +9%
SG
41
StoneX Group
New York
$3.6M +$671K +15,840 +21%
AWS
42
Atria Wealth Solutions
New York
$3.53M -$833K -19,659 -18%
GIA
43
Gladstone Institutional Advisory
Florida
$3.51M -$2.01M -47,505 -35%
KA
44
Kovack Advisors
Florida
$3.23M +$9.54K +225 +0.3%
JCM
45
Janney Capital Management
Pennsylvania
$3.14M -$67.9K -1,602 -2%
KWM
46
Kingsview Wealth Management
Oregon
$3M +$521K +12,291 +19%
AOG
47
Alpha Omega Group
Virginia
$2.96M -$2.81M -66,280 -47%
AAS
48
Avantax Advisory Services
Texas
$2.84M +$1.44M +33,897 +87%
HAS
49
HBW Advisory Services
California
$2.83M -$46.1K -1,088 -1%
EE
50
EWG Elevate
California
$2.75M +$55.8K +1,316 +2%

HYLS Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 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 2022, worth a combined $1.11B — down 22% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HYLS and 19 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 72 added.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 206 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2022, down from 222 in Q1 2022.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2022 and 34 closed out, a net change of -15 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2022 was First Trust Advisors, an estimated $15.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2022 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.