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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
RJA
51
Raymond James & Associates
Florida
$1.12M -$91.1K -1,851 -8%
PCM
52
Peak Capital Management
Colorado
$1.06M +$1.06M +21,534 New
UR
53
USCA RIA
Texas
$1.05M +$1.05M +21,333 New
SAM
54
SignalPoint Asset Management
Missouri
$945K
HighTower Advisors
55
HighTower Advisors
Illinois
$901K +$58.3K +1,185 +7%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$781K +$176K +3,577 +29%
RIA
57
Regal Investment Advisors
Michigan
$702K +$443 +9 +0.1%
BA
58
BKS Advisors
Michigan
$599K +$7.38K +150 +1%
US Bancorp
59
US Bancorp
Minnesota
$585K +$4.38K +89 +0.8%
LFAS
60
Level Four Advisory Services
Texas
$501K
OIA
61
Optimum Investment Advisors
Illinois
$485K -$34.7K -705 -7%
WEC
62
Winslow Evans & Crocker
Massachusetts
$483K -$6.45K -131 -1%
PFS
63
Prospera Financial Services
Texas
$479K +$39.1K +794 +9%
RCG
64
Ruggie Capital Group
Florida
$479K +$480K +9,750 New
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$406K +$51.5K +1,047 +15%
OMC
66
Old Mission Capital
Illinois
$397K +$397K +8,067 New
PTC
67
Private Trust Company
Ohio
$393K
TFA
68
Transamerica Financial Advisors
Florida
$383K +$77.1K +1,567 +25%
ATC
69
Argent Trust Co
Tennessee
$323K +$323K +6,569 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$294K -$22.2K -451 -7%
SM
71
Sciencast Management
New Jersey
$284K +$284K +5,780 New
RWP
72
RWA Wealth Partners
Massachusetts
$275K +$14.9K +302 +6%
RA
73
RFG Advisory
Alabama
$265K
JIP
74
Jaffetilchin Investment Partners
Florida
$246K -$79.8K -1,621 -24%
CWM
75
Cranbrook Wealth Management
Michigan
$212K +$212K +4,309 New

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.