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

206 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 72.58%68.55% (-4%)

7% less funds holding

Funds holding: 222206 (-16)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

22% less capital invested

Capital invested by funds: $1.43B → $1.11B (-$316M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
19
Increased
72
Reduced
87
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
51
CEDRUS
Colorado
$2.56M +$2.77M +65,362 New
WWMSC
52
Wagner Wealth Management (South Carolina)
South Carolina
$2.46M -$2.45M -57,889 -48%
PFS
53
Prospera Financial Services
Texas
$2.38M -$49K -1,155 -2%
GM
54
GeoWealth Management
Illinois
$2.29M -$1.23K -29 -0%
SCA
55
Snowden Capital Advisors
New York
$2.19M +$399K +9,422 +20%
MMA
56
Miracle Mile Advisors
California
$2.14M -$61.9K -1,460 -3%
BFA
57
Brendel Financial Advisors
New Hampshire
$2.11M -$2M -47,131 -47%
EL
58
Essex LLC
Illinois
$1.97M -$271K -6,399 -11%
LI
59
LVZ Inc
Michigan
$1.85M -$134K -3,155 -6%
CCG
60
Cypress Capital Group
Florida
$1.78M -$931K -21,976 -33%
RW
61
RVW Wealth
California
$1.66M +$46.8K +1,104 +3%
NA
62
NewEdge Advisors
Louisiana
$1.66M +$674K +15,912 +60%
CCFM
63
Clear Creek Financial Management
Washington
$1.56M -$428K -10,105 -20%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$1.54M -$112K -2,644 -6%
CA
65
Crumly & Associates
Illinois
$1.52M +$192K +4,520 +13%
SWM
66
Spire Wealth Management
Virginia
$1.5M +$1.32M +31,221 +441%
IAN
67
Integrated Advisors Network
Texas
$1.44M -$156K -3,678 -9%
US Bancorp
68
US Bancorp
Minnesota
$1.4M -$1.23K -29 -0.1%
HIS
69
Harvest Investment Services
Illinois
$1.33M -$76.7K -1,809 -5%
SFP
70
Strategic Financial Partners
Oregon
$1.32M -$1.44K -34 -0.1%
SWP
71
Stratos Wealth Partners
Ohio
$1.3M -$174K -4,104 -11%
APWM
72
Atlas Private Wealth Management
New York
$1.22M -$19K -449 -1%
WS
73
Wedbush Securities
California
$1.2M -$210K -4,944 -14%
CFGS
74
Concourse Financial Group Securities
Alabama
$1.14M -$106K -2,503 -8%
SPC
75
Sigma Planning Corp
Michigan
$1.14M +$1.23M +29,118 New

HYLS Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 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 2022, worth a combined $1.11B — down 22% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HYLS and 19 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 72 added.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 206 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2022, down from 222 in Q1 2022.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2022 and 34 closed out, a net change of -15 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2022 was First Trust Advisors, an estimated $15.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2022 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.