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

199 hedge funds and large institutions have $1.64B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

3% more capital invested

Capital invested by funds: $1.6B → $1.64B (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.75% less ownership

Funds ownership: 70.22%69.47% (-0.75%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 203199 (-4)

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
97
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
51
B. Riley Wealth Management
Tennessee
$4.15M +$795K +16,353 +24%
SWP
52
ShoreHaven Wealth Partners
New Jersey
$4.14M +$633K +13,010 +18%
FPGK
53
Financial Partners Group (Kansas)
Kansas
$4.07M -$201K -4,125 -5%
JCM
54
Janney Capital Management
Pennsylvania
$4.05M -$118K -2,422 -3%
ACA
55
Ascension Capital Advisors
Texas
$3.99M +$52.6K +1,081 +1%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$3.91M -$2.5M -51,358 -39%
CAN
57
Cetera Advisor Networks
California
$3.87M +$775K +15,932 +25%
FAIM
58
Financial Advocates Investment Management
Washington
$3.78M +$783K +16,105 +26%
Renaissance Technologies
59
Renaissance Technologies
New York
$3.53M -$3.76M -77,300 -51%
CCFM
60
Clear Creek Financial Management
Washington
$3.43M +$2.49M +51,174 +263%
IAN
61
Integrated Advisors Network
Texas
$3.37M +$858K +17,637 +34%
IA
62
IFP Advisors
Florida
$3.35M +$231K +4,750 +7%
PFS
63
Prospera Financial Services
Texas
$3.29M +$532K +10,948 +19%
KA
64
Kovack Advisors
Florida
$3.25M +$821K +16,877 +34%
AAS
65
Avantax Advisory Services
Texas
$3.19M +$254K +5,230 +9%
BCP
66
Blackhawk Capital Partners
Wisconsin
$3.17M +$779K +16,014 +33%
LA
67
LexAurum Advisors
Kansas
$2.81M +$826K +16,994 +41%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$2.77M -$61.4K -1,263 -2%
WWMSC
69
Wagner Wealth Management (South Carolina)
South Carolina
$2.53M +$318K +6,539 +14%
TLFA
70
True Link Financial Advisors
California
$2.39M -$486 -10 -0%
SCA
71
Snowden Capital Advisors
New York
$2.38M -$477K -9,811 -17%
LI
72
LVZ Inc
Michigan
$2.29M -$8.85K -182 -0.4%
HAS
73
HBW Advisory Services
California
$2.29M +$177K +3,647 +8%
CCG
74
Cypress Capital Group
Florida
$2.26M +$1.44M +29,562 +173%
CWM
75
Cranbrook Wealth Management
Michigan
$2.24M -$130K -2,683 -5%

HYLS Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 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 Q2 2021, worth a combined $1.64B — up 2.5% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYLS and 19 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.

  • 199 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2021, down from 203 in Q1 2021.
  • Funds reported $1.64B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2021 was Citadel Advisors, an estimated $33.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2021 was Morgan Stanley, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2021.