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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
SI
51
Stephens Inc
Arkansas
$1.03M -$92.1K -1,869 -8%
AWM
52
AE Wealth Management
Kansas
$978K -$323K -6,559 -25%
HighTower Advisors
53
HighTower Advisors
Illinois
$925K +$29.4K +596 +3%
AGA
54
Accuvest Global Advisors
Utah
$836K -$840K -17,050 -50%
US Bancorp
55
US Bancorp
Minnesota
$818K +$235K +4,771 +40%
JP Morgan Chase
56
JP Morgan Chase
New York
$812K -$962K -19,517 -54%
FA
57
FDx Advisors
Illinois
$791K -$712K -14,449 -47%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$786K -$560K -11,374 -42%
VF
59
Virtu Financial
New York
$778K +$781K +15,856 New
RIA
60
Regal Investment Advisors
Michigan
$693K -$7.1K -144 -1%
PFS
61
Prospera Financial Services
Texas
$680K +$203K +4,117 +42%
SAM
62
Shamrock Asset Management
Texas
$648K -$890K -18,059 -58%
BTS
63
BB&T Securities
Virginia
$647K -$9.35M -189,793 -93%
BA
64
BKS Advisors
Michigan
$553K -$45.6K -925 -8%
LFAS
65
Level Four Advisory Services
Texas
$516K +$13K +264 +3%
Millennium Management
66
Millennium Management
New York
$501K +$504K +10,222 New
CWM
67
Cranbrook Wealth Management
Michigan
$485K +$275K +5,584 +130%
GFPC
68
Global Financial Private Capital
Florida
$482K +$484K +9,825 New
OIA
69
Optimum Investment Advisors
Illinois
$479K -$4.58K -93 -0.9%
RCG
70
Ruggie Capital Group
Florida
$478K
JIP
71
Jaffetilchin Investment Partners
Florida
$450K +$206K +4,175 +83%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$416K +$10K +203 +2%
PTC
73
Private Trust Company
Ohio
$392K
RWP
74
RWA Wealth Partners
Massachusetts
$376K +$102K +2,069 +37%
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$289K +$290K +5,885 New

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.