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

151 hedge funds and large institutions have $791M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 61.47%62.08% (+0.6%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

3% less funds holding

Funds holding: 155151 (-4)

16% less capital invested

Capital invested by funds: $943M → $791M (-$153M)

29% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 66

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
151
Holders Change
-4
Holders Change %
-2.58%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
25
Increased
47
Reduced
66
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
51
Quad-Cities Investment Group
Iowa
$1.24M +$135K +2,890 +11%
CWM
52
Cranbrook Wealth Management
Michigan
$1.16M -$256K -5,468 -17%
AT
53
Arden Trust
Delaware
$1.15M
AAS
54
Avantax Advisory Services
Texas
$1.14M +$306K +6,539 +32%
SFP
55
Strategic Financial Partners
Oregon
$1.13M +$365K +7,791 +41%
WS
56
Wedbush Securities
California
$1.1M +$365K +7,807 +42%
MSAM
57
Moloney Securities Asset Management
Missouri
$1.02M +$88.6K +1,893 +8%
BCI
58
Brinker Capital Investments
Pennsylvania
$1.01M +$1.13M +24,150 New
CIA
59
Capital Investment Advisors
Georgia
$942K -$153K -3,271 -13%
SWP
60
Stratos Wealth Partners
Ohio
$932K -$597K -12,754 -36%
CA
61
Crumly & Associates
Illinois
$926K +$1.03M +22,051 New
HAS
62
HBW Advisory Services
California
$914K +$96.4K +2,060 +11%
MMHP
63
Murphy Middleton Hinkle & Parker
Georgia
$889K -$72.4K -1,548 -7%
CIAS
64
Capital Investment Advisory Services
North Carolina
$864K
AW
65
ACG Wealth
Georgia
$841K -$11.3K -242 -1%
CRWM
66
Castle Rock Wealth Management
California
$738K +$772K +16,502 New
IA
67
IFP Advisors
Florida
$729K +$134K +2,861 +19%
WI
68
Wintrust Investments
Illinois
$714K +$79.8K +1,706 +11%
NFG
69
Next Financial Group
Texas
$688K +$589K +12,584 +330%
KWM
70
Kingsview Wealth Management
Oregon
$645K -$229K -4,905 -24%
Truist Financial
71
Truist Financial
North Carolina
$636K -$20.6M -440,512 -97%
HIS
72
Harvest Investment Services
Illinois
$633K -$4.16M -88,924 -86%
GWM
73
Geneos Wealth Management
Colorado
$630K -$25K -535 -3%
SW
74
SkyOak Wealth
Michigan
$593K
SI
75
Stephens Inc
Arkansas
$590K -$14.3K -305 -2%

HYLS Hedge Fund Activity: Q1 2020 in Review

151 of the 4,539 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 Q1 2020, worth a combined $791M — down 16% from $943M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HYLS and 25 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 47 added.

The largest buyer was Flow Traders U.S., adding an estimated $68.5M. The largest seller was First Trust Advisors, cutting an estimated $28.6M.

  • 151 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2020, down from 155 in Q4 2019.
  • Funds reported $791M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 25 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2020 was Flow Traders U.S., an estimated $68.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2020 was First Trust Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2020.