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

Overview Fund Activity

133 hedge funds and large institutions have $758M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
63
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$21.1M
2
Morgan Stanley
Morgan Stanley
New York
+$18.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$12.2M
4
UBS Group
UBS Group
Switzerland
+$9.2M
5
BTS
BB&T Securities
Virginia
+$6.61M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$3.43M
2
SFA
Semmax Financial Advisors
North Carolina
-$2.12M
3
HPC
Hobart Private Capital
North Carolina
-$1.7M
4
FI
FormulaFolio Investments
Michigan
-$1.63M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
51
LVZ Inc
Michigan
$1.25M +$1.17M +344,571 +1,502%
UR
52
USCA RIA
Texas
$1.21M +$174K +3,608 +17%
CCFM
53
Clear Creek Financial Management
Washington
$1.09M +$1.09M +22,720 New
MMHP
54
Murphy Middleton Hinkle & Parker
Georgia
$1.08M +$227K +4,714 +26%
SS
55
Simplicity Solutions
Minnesota
$1.07M -$987K -20,529 -48%
QCIG
56
Quad-Cities Investment Group
Iowa
$1.05M +$159K +3,306 +18%
MA
57
Mutual Advisors
Nebraska
$1.02M +$1.02M +21,292 New
BWCS
58
Beirne Wealth Consulting Services
Connecticut
$1.02M -$26.7K -555 -3%
IWM
59
IHT Wealth Management
Illinois
$1.02M +$1.02M +21,121 New
CFGS
60
Concourse Financial Group Securities
Alabama
$966K +$610K +12,671 +171%
MWM
61
Mascoma Wealth Management
New Hampshire
$956K +$956K +19,873 New
CRWM
62
Castle Rock Wealth Management
California
$916K +$389K +8,069 +74%
MSAM
63
Moloney Securities Asset Management
Missouri
$916K +$916K +19,044 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$878K +$34.3K +710 +4%
SI
65
Stephens Inc
Arkansas
$701K – – –
RW
66
RVW Wealth
California
$644K +$866 +18 +0.1%
WS
67
Wedbush Securities
California
$641K +$37.1K +770 +6%
SB
68
Suntrust Banks
Georgia
$640K -$407K -8,439 -39%
KA
69
Kovack Advisors
Florida
$617K +$54K +1,122 +10%
GWM
70
Geneos Wealth Management
Colorado
$612K +$266K +5,525 +77%
WI
71
Wintrust Investments
Illinois
$597K +$119K +2,466 +25%
CCA
72
Clearwater Capital Advisors
Illinois
$565K -$267K -5,555 -32%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$543K +$25.1K +522 +5%
FAIM
74
Financial Advocates Investment Management
Washington
$500K +$56.3K +1,170 +13%
DI
75
DFPG Investments
Utah
$353K +$139K +2,879 +65%
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