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

222 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 217222 (+5)

2.01% more ownership

Funds ownership: 70.57%72.58% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

11% less capital invested

Capital invested by funds: $1.61B → $1.43B (-$180M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
27
Increased
88
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$1.77M +$112K +2,419 +7%
SWP
77
Stratos Wealth Partners
Ohio
$1.71M -$2.34M -50,570 -57%
HIS
78
Harvest Investment Services
Illinois
$1.64M +$4.54K +98 +0.3%
US Bancorp
79
US Bancorp
Minnesota
$1.63M -$3.56K -77 -0.2%
WS
80
Wedbush Securities
California
$1.62M +$117K +2,518 +8%
CA
81
Crumly & Associates
Illinois
$1.57M +$27.9K +602 +2%
SFP
82
Strategic Financial Partners
Oregon
$1.54M +$77.4K +1,672 +5%
CFGS
83
Concourse Financial Group Securities
Alabama
$1.45M +$271K +5,848 +23%
FPGK
84
Financial Partners Group (Kansas)
Kansas
$1.45M -$709K -15,326 -33%
APWM
85
Atlas Private Wealth Management
New York
$1.44M +$10.3K +222 +0.7%
MML Investors Services
86
MML Investors Services
Massachusetts
$1.44M -$1.81M -39,129 -55%
CCIA
87
Cherry Creek Investment Advisors
Colorado
$1.39M -$32.5K -702 -2%
QCIG
88
Quad-Cities Investment Group
Iowa
$1.38M -$20.6K -446 -1%
WAM
89
Walker Asset Management
Missouri
$1.25M -$92.6K -2,000 -7%
TCWA
90
Ten Capital Wealth Advisors
Washington
$1.21M -$3.43M -74,205 -74%
NA
91
NewEdge Advisors
Louisiana
$1.21M -$152K -3,282 -11%
FAIM
92
Financial Advocates Investment Management
Washington
$1.14M -$548K -11,832 -32%
CCM
93
Chiron Capital Management
Florida
$1.11M +$78.7K +1,700 +8%
Mariner
94
Mariner
Kansas
$1.08M -$54.1K -1,168 -5%
DFA
95
DHJJ Financial Advisors
Illinois
$1.08M +$65.8K +1,422 +7%
DC
96
Davenport & Co
Virginia
$1.07M +$583K +12,605 +116%
BPA
97
Beacon Pointe Advisors
California
$1.05M +$268K +5,794 +34%
TCM
98
Triumph Capital Management
Colorado
$1.04M -$136K -2,946 -12%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$962K +$973K +21,016 New
OC
100
Oppenheimer & Co
New York
$942K -$31.8K -688 -3%

HYLS Hedge Fund Activity: Q1 2022 in Review

222 of the 6,340 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 2022, worth a combined $1.43B — down 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HYLS positions and 19 closed out — a net gain of 8 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $45.8M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $1.43B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2022 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2022 was First Trust Advisors, an estimated $45.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2022 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2022.