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

203 hedge funds and large institutions have $1.6B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 201203 (+2)

1% less capital invested

Capital invested by funds: $1.62B → $1.6B (-$18.1M)

2.82% less ownership

Funds ownership: 73.04%70.22% (-2.8%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
97
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
76
HBW Advisory Services
California
$2.12M -$39.4K -807 -2%
AFA
77
American Financial Advisors
Georgia
$2.05M -$11.4M -233,241 -85%
CFGS
78
Concourse Financial Group Securities
Alabama
$2.03M +$647K +13,254 +47%
LA
79
LexAurum Advisors
Kansas
$1.99M -$22.7K -464 -1%
1IA
80
1834 Investment Advisors
Wisconsin
$1.84M +$1.57M +32,070 +555%
SWM
81
Spire Wealth Management
Virginia
$1.79M +$1.8M +36,837 New
QCIG
82
Quad-Cities Investment Group
Iowa
$1.75M -$28.1K -575 -2%
OC
83
Oppenheimer & Co
New York
$1.74M +$578K +11,841 +49%
US Bancorp
84
US Bancorp
Minnesota
$1.73M -$87K -1,781 -5%
Citigroup
85
Citigroup
New York
$1.65M +$2.25K +46 +0.1%
CIA
86
Capital Investment Advisors
Georgia
$1.62M -$802K -16,426 -33%
FHC
87
First Heartland Consultants
Missouri
$1.6M -$720K -14,739 -31%
KPWS
88
Kestra Private Wealth Services
Texas
$1.51M +$85.2K +1,744 +6%
SFP
89
Strategic Financial Partners
Oregon
$1.49M +$115K +2,351 +8%
HIS
90
Harvest Investment Services
Illinois
$1.42M +$23.2K +475 +2%
WA
91
WESPAC Advisors
California
$1.24M -$17.3K -355 -1%
IA
92
Insight Advisors
Pennsylvania
$1.22M -$661K -13,536 -35%
BCI
93
Brinker Capital Investments
Pennsylvania
$1.18M
MMHP
94
Murphy Middleton Hinkle & Parker
Georgia
$1.17M +$7.76K +159 +0.7%
MSAM
95
Moloney Securities Asset Management
Missouri
$1.1M -$31.3K -640 -3%
SPC
96
Sigma Planning Corp
Michigan
$1.01M +$45.6K +933 +5%
RW
97
RVW Wealth
California
$1M +$263K +5,378 +38%
WI
98
Wintrust Investments
Illinois
$974K -$297K -6,080 -23%
CIAS
99
Capital Investment Advisory Services
North Carolina
$945K -$11.7K -240 -1%
CCFM
100
Clear Creek Financial Management
Washington
$944K -$4.74M -97,095 -83%

HYLS Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 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 2021, worth a combined $1.6B — down 1.1% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 19 closed out — a net gain of 4 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Jane Street, cutting an estimated $102M.

  • 203 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.6B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2021 and 19 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.7M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.