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

124 hedge funds and large institutions have $888M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more funds holding

Funds holding: 97124 (+27)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

0.13% more ownership

Funds ownership: 72.08%72.22% (+0.13%)

0% less capital invested

Capital invested by funds: $889M → $888M (-$1.61M)

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
2.81%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
33
Increased
43
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$452K -$1.14M -23,305 -72%
Sumitomo Mitsui Trust Group
77
Sumitomo Mitsui Trust Group
Japan
$410K +$124K +2,550 +43%
RWP
78
RWA Wealth Partners
Massachusetts
$402K +$29.5K +606 +8%
LFAS
79
Level Four Advisory Services
Texas
$398K -$113K -2,326 -22%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$396K +$398K +8,162 New
PTC
81
Private Trust Company
Ohio
$388K
GFPC
82
Global Financial Private Capital
Florida
$381K -$96.4K -1,980 -20%
CL
83
Cabana LLC
Arkansas
$341K +$342K +7,014 New
SI
84
SII Investments
Wisconsin
$338K +$338K +6,945 New
VF
85
Virtu Financial
New York
$333K -$438K -9,002 -57%
AWA
86
Acorn Wealth Advisors
Michigan
$313K +$311K +6,391 New
FA
87
FDx Advisors
Illinois
$308K -$476K -9,770 -61%
CAN
88
Cetera Advisor Networks
California
$273K +$65.2K +1,338 +31%
TSS
89
Two Sigma Securities
New York
$273K +$274K +5,616 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$271K -$3.02K -62 -1%
RA
91
RFG Advisory
Alabama
$258K -$1.85K -38 -0.7%
HFS
92
HL Financial Services
Kentucky
$255K +$48.1K +988 +23%
Citadel Advisors
93
Citadel Advisors
Florida
$251K +$252K +5,170 New
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$249K -$163K -3,355 -40%
FAIM
95
Financial Advocates Investment Management
Washington
$241K +$242K +4,968 New
JIP
96
Jaffetilchin Investment Partners
Florida
$235K -$212K -4,344 -47%
SS
97
Sunbelt Securities
Texas
$227K +$228K +4,679 New
Goldman Sachs
98
Goldman Sachs
New York
$221K +$222K +4,549 New
CA
99
Cetera Advisors
Colorado
$218K +$218K +4,479 New
SPIA
100
Steward Partners Investment Advisory
New York
$180K +$179K +3,675 +8,352%

HYLS Hedge Fund Activity: Q4 2017 in Review

124 of the 4,409 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 2017, worth a combined $888M — down 0.18% from $889M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HYLS positions and 6 closed out — a net gain of 27 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $8.61M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 124 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2017, up from 97 in Q3 2017.
  • Funds reported $888M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2017, down 0.18% quarter-over-quarter.
  • 33 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2017 and 6 closed out, a net change of +27 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2017 was Advocacy Wealth Management Services, an estimated $8.61M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2017 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2017.