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

124 hedge funds and large institutions have $888M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more funds holding

Funds holding: 97124 (+27)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

0.13% more ownership

Funds ownership: 72.08%72.22% (+0.13%)

0% less capital invested

Capital invested by funds: $889M → $888M (-$1.61M)

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
2.81%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
33
Increased
43
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WESPAC Advisors
California
$1.2M -$933K -19,164 -44%
CWM
52
Cranbrook Wealth Management
Michigan
$1.14M +$661K +13,570 +137%
OMC
53
Old Mission Capital
Illinois
$1.13M -$738K -15,158 -39%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11M +$1.12M +22,965 New
RJA
55
Raymond James & Associates
Florida
$1.1M +$58.1K +1,193 +6%
US Bancorp
56
US Bancorp
Minnesota
$1.09M +$283K +5,810 +35%
LI
57
LVZ Inc
Michigan
$1.09M -$6.24K -128 -0.6%
SS
58
Simplicity Solutions
Minnesota
$1.04M +$1.04M +21,387 New
AG
59
Advisor Group
Arizona
$999K -$803K -16,479 -44%
SI
60
Stephens Inc
Arkansas
$997K -$27.8K -570 -3%
HighTower Advisors
61
HighTower Advisors
Illinois
$973K +$57K +1,171 +6%
AGA
62
Accuvest Global Advisors
Utah
$828K
PFS
63
Prospera Financial Services
Texas
$786K +$111K +2,280 +16%
SWMG
64
Sanchez Wealth Management Group
Florida
$720K +$716K +14,703 New
AI
65
Atria Investments
North Carolina
$695K +$697K +14,307 New
RIA
66
Regal Investment Advisors
Michigan
$664K -$22K -451 -3%
SAM
67
Shamrock Asset Management
Texas
$664K +$23.2K +476 +4%
BTS
68
BB&T Securities
Virginia
$590K -$51K -1,046 -8%
BA
69
BKS Advisors
Michigan
$547K
MMHP
70
Murphy Middleton Hinkle & Parker
Georgia
$508K +$510K +10,461 New
WS
71
Wedbush Securities
California
$501K +$502K +10,315 New
RCG
72
Ruggie Capital Group
Florida
$474K
OIA
73
Optimum Investment Advisors
Illinois
$472K -$3.17K -65 -0.7%
W
74
WealthShield
North Carolina
$468K +$469K +9,633 New
WP
75
WealthShield Partners
North Carolina
$468K +$469K +9,633 New

HYLS Hedge Fund Activity: Q4 2017 in Review

124 of the 4,409 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 Q4 2017, worth a combined $888M — down 0.18% from $889M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HYLS positions and 6 closed out — a net gain of 27 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $8.61M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 124 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2017, up from 97 in Q3 2017.
  • Funds reported $888M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2017, down 0.18% quarter-over-quarter.
  • 33 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2017 and 6 closed out, a net change of +27 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2017 was Advocacy Wealth Management Services, an estimated $8.61M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2017 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2017.