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

203 hedge funds and large institutions have $1.6B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 201203 (+2)

1% less capital invested

Capital invested by funds: $1.62B → $1.6B (-$18.1M)

2.82% less ownership

Funds ownership: 73.04%70.22% (-2.8%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
97
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Ascension Capital Advisors
Texas
$3.95M
KWM
52
Kingsview Wealth Management
Oregon
$3.63M +$242K +4,959 +7%
SWP
53
ShoreHaven Wealth Partners
New Jersey
$3.52M +$146K +2,994 +4%
BRWM
54
B. Riley Wealth Management
Tennessee
$3.37M +$2.39M +49,004 +242%
ECA
55
Elevated Capital Advisors
Utah
$3.33M +$3.34M +68,408 New
IA
56
IFP Advisors
Florida
$3.13M +$258K +5,279 +9%
CAN
57
Cetera Advisor Networks
California
$3.11M +$1.62M +33,142 +108%
AFM
58
Andesa Financial Management
Pennsylvania
$3.11M +$1.63M +33,419 +110%
NA
59
NewEdge Advisors
Louisiana
$3.02M +$193K +3,952 +7%
FAIM
60
Financial Advocates Investment Management
Washington
$3M +$231K +4,732 +8%
AAS
61
Avantax Advisory Services
Texas
$2.95M +$585K +11,972 +25%
SCA
62
Snowden Capital Advisors
New York
$2.87M +$74.3K +1,522 +3%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$2.84M +$102K +2,090 +4%
PFS
64
Prospera Financial Services
Texas
$2.77M +$899K +18,418 +48%
IAN
65
Integrated Advisors Network
Texas
$2.52M +$1.33M +27,320 +111%
NFG
66
Next Financial Group
Texas
$2.49M -$21.2K -434 -0.8%
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$2.48M -$2.16M -44,266 -46%
KA
68
Kovack Advisors
Florida
$2.44M +$14.7K +301 +0.6%
TLFA
69
True Link Financial Advisors
California
$2.39M
BCP
70
Blackhawk Capital Partners
Wisconsin
$2.39M -$274K -5,601 -10%
CWM
71
Cranbrook Wealth Management
Michigan
$2.38M -$50.9K -1,043 -2%
LI
72
LVZ Inc
Michigan
$2.31M -$390K -7,988 -14%
MML Investors Services
73
MML Investors Services
Massachusetts
$2.27M -$49.3K -1,010 -2%
APWM
74
Atlas Private Wealth Management
New York
$2.25M +$3.76K +77 +0.2%
WWMSC
75
Wagner Wealth Management (South Carolina)
South Carolina
$2.21M -$69.4K -1,421 -3%

HYLS Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 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 2021, worth a combined $1.6B — down 1.1% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 19 closed out — a net gain of 4 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Jane Street, cutting an estimated $102M.

  • 203 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.6B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2021 and 19 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.7M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.