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

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

9% more funds holding

Funds holding: 202220 (+18)

1.8% more ownership

Funds ownership: 65.64%67.44% (+1.8%)

4% less capital invested

Capital invested by funds: $1.06B → $1.02B (-$37.3M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

43% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 101

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$2.81M +$5.63K +143 +0.2%
SI
52
Stephens Inc
Arkansas
$2.73M -$3.46M -87,935 -56%
LI
53
LVZ Inc
Michigan
$2.66M +$513K +13,032 +24%
AWS
54
Atria Wealth Solutions
New York
$2.6M -$239K -6,078 -8%
GIA
55
Gladstone Institutional Advisory
Florida
$2.47M -$241K -6,119 -9%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$2.47M -$4.57M -116,213 -65%
SWP
57
Stratos Wealth Partners
Ohio
$2.28M +$1.06M +27,057 +86%
CAN
58
Cetera Advisor Networks
California
$2.24M -$2.3M -58,485 -50%
CA
59
Cetera Advisors
Colorado
$2.23M -$71.3K -1,812 -3%
SWP
60
ShoreHaven Wealth Partners
New Jersey
$2.22M -$2.42M -61,472 -52%
BCP
61
Blackhawk Capital Partners
Wisconsin
$2.2M +$2.22M +56,518 New
BCA
62
Bay Colony Advisors
Massachusetts
$2.19M -$32.5K -825 -1%
OL
63
Owen LaRue
Kentucky
$2.08M +$2.08M +52,912 New
RWPA
64
Richard W. Paul & Associates
Michigan
$2.08M +$2.11M +53,510 New
WWMSC
65
Wagner Wealth Management (South Carolina)
South Carolina
$2.06M -$400K -10,170 -16%
AAS
66
Avantax Advisory Services
Texas
$1.99M -$1.46M -37,025 -42%
MMA
67
Miracle Mile Advisors
California
$1.94M +$75.6K +1,922 +4%
BFA
68
Brendel Financial Advisors
New Hampshire
$1.92M -$77.7K -1,976 -4%
SPC
69
Sigma Planning Corp
Michigan
$1.77M -$799K -20,302 -31%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.71M +$394K +10,022 +30%
C
71
CEDRUS
Colorado
$1.63M -$647K -16,445 -28%
JP Morgan Chase
72
JP Morgan Chase
New York
$1.49M +$1.5M +38,229 New
QCIG
73
Quad-Cities Investment Group
Iowa
$1.46M +$230K +5,850 +19%
IAN
74
Integrated Advisors Network
Texas
$1.44M -$124K -3,159 -8%
Citadel Advisors
75
Citadel Advisors
Florida
$1.44M -$5.26M -133,656 -78%

HYLS Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 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 Q4 2022, worth a combined $1.02B — down 3.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 16 closed out — a net gain of 20 holders — while 58 added to existing stakes and 101 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 220 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2022, up from 202 in Q3 2022.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2022 and 16 closed out, a net change of +20 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2022 was Jane Street, an estimated $23.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2022 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2022.