We are live on ! Find out more
HYLS icon

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

217 hedge funds and large institutions have $1.61B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

10% more funds holding

Funds holding: 197217 (+20)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.52% more ownership

Funds ownership: 68.05%70.57% (+2.5%)

1% more capital invested

Capital invested by funds: $1.58B → $1.61B (+$23.2M)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

Holders
217
Holders Change
+20
Holders Change %
+10.15%
% of All Funds
3.34%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
36
Increased
81
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$2.06M -$562K -11,751 -22%
MMA
77
Miracle Mile Advisors
California
$2.02M +$2.02M +42,220 New
WI
78
Wintrust Investments
Illinois
$2.02M +$199K +4,161 +11%
RW
79
RVW Wealth
California
$1.94M +$205K +4,282 +12%
SWM
80
Spire Wealth Management
Virginia
$1.88M +$27.6K +577 +1%
CWM
81
Cranbrook Wealth Management
Michigan
$1.86M -$45.9K -960 -2%
FAIM
82
Financial Advocates Investment Management
Washington
$1.76M -$1.13M -23,656 -39%
AAS
83
Avantax Advisory Services
Texas
$1.74M +$255K +5,341 +17%
US Bancorp
84
US Bancorp
Minnesota
$1.71M -$50.7K -1,061 -3%
HIS
85
Harvest Investment Services
Illinois
$1.71M +$163K +3,414 +11%
WS
86
Wedbush Securities
California
$1.58M +$927K +19,389 +143%
CA
87
Crumly & Associates
Illinois
$1.57M +$222K +4,648 +16%
IAN
88
Integrated Advisors Network
Texas
$1.55M -$652K -13,642 -30%
SFP
89
Strategic Financial Partners
Oregon
$1.53M -$54.1K -1,132 -3%
APWM
90
Atlas Private Wealth Management
New York
$1.5M +$101K +2,116 +7%
CCIA
91
Cherry Creek Investment Advisors
Colorado
$1.48M -$258K -5,390 -15%
QCIG
92
Quad-Cities Investment Group
Iowa
$1.47M -$104K -2,172 -7%
WA
93
WESPAC Advisors
California
$1.43M -$240K -5,026 -14%
NA
94
NewEdge Advisors
Louisiana
$1.42M -$184K -3,855 -11%
WAM
95
Walker Asset Management
Missouri
$1.4M +$1.4M +29,322 New
CFGS
96
Concourse Financial Group Securities
Alabama
$1.24M -$73.3K -1,534 -6%
TCM
97
Triumph Capital Management
Colorado
$1.22M -$2.2M -45,928 -64%
Mariner
98
Mariner
Kansas
$1.19M +$1.19M +24,842 New
IP
99
Ignite Planners
California
$1.13M +$1.13M +23,733 New
SB
100
Strategic Blueprint
Georgia
$1.11M +$444K +9,286 +67%

HYLS Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 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 2021, worth a combined $1.61B — up 1.5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 12 closed out — a net gain of 24 holders — while 81 added to existing stakes and 81 trimmed.

The largest buyer was Jane Street, adding an estimated $47.2M. The largest seller was Morgan Stanley, cutting an estimated $21.9M.

  • 217 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.61B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2021 and 12 closed out, a net change of +24 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2021 was Jane Street, an estimated $47.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2021 was Morgan Stanley, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2021.