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

197 hedge funds and large institutions have $1.58B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less capital invested

Capital invested by funds: $1.64B → $1.58B (-$56.4M)

1% less funds holding

Funds holding: 199197 (-2)

1.42% less ownership

Funds ownership: 69.47%68.05% (-1.4%)

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
18
Increased
79
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Ascension Capital Advisors
Texas
$3.96M
CAN
52
Cetera Advisor Networks
California
$3.91M +$61.5K +1,271 +2%
FPGK
53
Financial Partners Group (Kansas)
Kansas
$3.54M -$498K -10,305 -12%
TCM
54
Triumph Capital Management
Colorado
$3.45M +$3.46M +71,508 New
KA
55
Kovack Advisors
Florida
$3.44M +$212K +4,388 +7%
PFS
56
Prospera Financial Services
Texas
$3.32M +$51.7K +1,069 +2%
KWM
57
Kingsview Wealth Management
Oregon
$3.26M -$1.5M -30,983 -31%
Jane Street
58
Jane Street
New York
$3.11M -$17.5M -361,048 -85%
MML Investors Services
59
MML Investors Services
Massachusetts
$2.96M +$740K +15,301 +33%
HCM
60
Howard Capital Management
Georgia
$2.95M +$2.96M +61,173 New
FAIM
61
Financial Advocates Investment Management
Washington
$2.91M -$837K -17,302 -22%
CCFM
62
Clear Creek Financial Management
Washington
$2.89M -$517K -10,681 -15%
CCG
63
Cypress Capital Group
Florida
$2.83M +$585K +12,090 +26%
HAS
64
HBW Advisory Services
California
$2.82M +$551K +11,402 +24%
LA
65
LexAurum Advisors
Kansas
$2.76M -$28.9K -598 -1%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$2.65M -$1.24M -25,585 -32%
IA
67
IFP Advisors
Florida
$2.64M -$700K -14,471 -21%
WWMSC
68
Wagner Wealth Management (South Carolina)
South Carolina
$2.45M -$41.5K -859 -2%
SCA
69
Snowden Capital Advisors
New York
$2.4M +$29.1K +601 +1%
LI
70
LVZ Inc
Michigan
$2.38M +$97.8K +2,022 +4%
TLFA
71
True Link Financial Advisors
California
$2.37M
NFG
72
Next Financial Group
Texas
$2.37M +$163K +3,366 +7%
IAN
73
Integrated Advisors Network
Texas
$2.22M -$1.13M -23,400 -34%
BCP
74
Blackhawk Capital Partners
Wisconsin
$2.12M -$1.02M -21,079 -32%
RW
75
RVW Wealth
California
$2M +$449K +9,292 +34%

HYLS Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 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 Q3 2021, worth a combined $1.58B — down 3.4% from $1.64B a quarter earlier.

Fund positioning in HYLS was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 79 added to existing stakes and 74 trimmed.

The largest buyer was Manchester Financial, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $21M.

  • 197 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2021, down from 199 in Q2 2021.
  • Funds reported $1.58B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
  • 18 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2021 was Manchester Financial, an estimated $15.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2021 was Citadel Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2021.