We are live on ! Find out more
HYLS icon

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

97 hedge funds and large institutions have $889M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 23

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $837M → $889M (+$52M)

2.55% more ownership

Funds ownership: 69.53%72.08% (+2.6%)

2% more funds holding

Funds holding: 9597 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
16
Increased
50
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$277K -$17K -344 -6%
RA
77
RFG Advisory
Alabama
$260K -$3.25K -66 -1%
CAN
78
Cetera Advisor Networks
California
$212K +$211K +4,276 New
HFS
79
HL Financial Services
Kentucky
$209K +$210K +4,252 New
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$209K +$210K +4,252 New
HI
81
Hudock Inc
Pennsylvania
$116K
LF
82
Lee Financial
Texas
$105K +$1.43K +29 +1%
SEI Investments
83
SEI Investments
Pennsylvania
$49K +$49.3K +1,000 +100,000%
CFA
84
Carroll Financial Associates
North Carolina
$46K
AWM
85
Avior Wealth Management
Nebraska
$32K +$443 +9 +1%
BTIS
86
BB&T Investment Services
North Carolina
$30K
AA
87
AlphaMark Advisors
Kentucky
$28K -$19K -385 -40%
BF
88
BOK Financial
Oklahoma
$28K +$27.8K +564 New
GWM
89
Geneos Wealth Management
Colorado
$13K +$3.45K +70 +33%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$11K
CPA
91
Clear Perspective Advisors
Illinois
$11K +$10.9K +221 New
NC
92
NewSquare Capital
Pennsylvania
$7K +$6.55K +133 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$5K +$99 +2 +2%
CP
94
Corbenic Partners
Pennsylvania
$4K +$3.6K +73 New
AIS
95
Accurate Investment Solutions
Pennsylvania
$3K +$3.25K +66 New
SPIA
96
Steward Partners Investment Advisory
New York
$2K +$2.17K +44 New
BWM
97
BerganKDV Wealth Management
Minnesota
-$1.31M -26,619 Closed
PCM
98
Peak Capital Management
Colorado
-$1.06M -21,534 Closed
SAM
99
SignalPoint Asset Management
Missouri
-$945K -19,217 Closed
WEC
100
Winslow Evans & Crocker
Massachusetts
-$483K -9,833 Closed

HYLS Hedge Fund Activity: Q3 2017 in Review

97 of the 4,011 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 2017, worth a combined $889M — up 6.2% from $837M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYLS positions and 13 closed out — a net gain of 3 holders — while 50 added to existing stakes and 23 trimmed.

The largest buyer was Janney Capital Management, adding an estimated $14.8M. The largest seller was BB&T Securities, cutting an estimated $9.35M.

  • 97 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2017, up from 95 in Q2 2017.
  • Funds reported $889M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2017, up 6.2% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2017 and 13 closed out, a net change of +3 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2017 was Janney Capital Management, an estimated $14.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2017 was BB&T Securities, an estimated $9.35M sold.

Based on aggregated 13F filings for Q3 2017.