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

151 hedge funds and large institutions have $791M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 61.47%62.08% (+0.6%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

3% less funds holding

Funds holding: 155151 (-4)

16% less capital invested

Capital invested by funds: $943M → $791M (-$153M)

29% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 66

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
151
Holders Change
-4
Holders Change %
-2.58%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
25
Increased
47
Reduced
66
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
76
Blackhawk Capital Partners
Wisconsin
$582K +$558K +11,925 New
CCFM
77
Clear Creek Financial Management
Washington
$579K -$1.98M -42,315 -77%
FAIM
78
Financial Advocates Investment Management
Washington
$530K -$78.5K -1,678 -12%
APWM
79
Atlas Private Wealth Management
New York
$509K -$4.58K -98 -0.8%
KA
80
Kovack Advisors
Florida
$504K -$54.6K -1,167 -9%
WIA
81
Wealthstreet Investment Advisors
Texas
$483K +$56.1K +1,200 +12%
OC
82
Oppenheimer & Co
New York
$481K +$274K +5,860 +105%
LA
83
LexAurum Advisors
Kansas
$457K -$1.92M -41,110 -79%
Renaissance Technologies
84
Renaissance Technologies
New York
$445K -$2.28M -48,700 -82%
PAG
85
Private Advisory Group
Washington
$442K +$492K +10,522 New
CFGS
86
Concourse Financial Group Securities
Alabama
$431K -$147K -3,152 -23%
RIG
87
Ramiah Investment Group
Wisconsin
$428K -$6.22K -133 -1%
MA
88
Mutual Advisors
Nebraska
$424K -$1.26K -27 -0.3%
JIP
89
Jaffetilchin Investment Partners
Florida
$405K +$88.4K +1,889 +24%
Deutsche Bank
90
Deutsche Bank
Germany
$365K +$237K +5,059 +139%
UCFA
91
United Capital Financial Advisors
Texas
$350K -$103K -2,206 -21%
OWA
92
Outlook Wealth Advisors
Texas
$346K +$386K +8,248 New
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$334K -$4.68K -100 -1%
CAN
94
Cetera Advisor Networks
California
$325K -$635K -13,568 -64%
DI
95
DFPG Investments
Utah
$321K -$17.1K -366 -5%
M&T Bank
96
M&T Bank
New York
$310K +$345K +7,382 New
SPC
97
Sigma Planning Corp
Michigan
$300K -$6.83K -146 -2%
LS
98
Leelyn Smith
Illinois
$295K +$84.3K +1,801 +34%
SG
99
StoneX Group
New York
$261K -$4.4K -94 -1%
SWP
100
Summit Wealth Partners
Florida
$257K -$234K -4,993 -45%

HYLS Hedge Fund Activity: Q1 2020 in Review

151 of the 4,539 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 Q1 2020, worth a combined $791M — down 16% from $943M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HYLS and 25 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 47 added.

The largest buyer was Flow Traders U.S., adding an estimated $68.5M. The largest seller was First Trust Advisors, cutting an estimated $28.6M.

  • 151 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2020, down from 155 in Q4 2019.
  • Funds reported $791M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 25 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2020 was Flow Traders U.S., an estimated $68.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2020 was First Trust Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2020.