We are live on ! Find out more
HYLS icon

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

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

9% more funds holding

Funds holding: 202220 (+18)

1.8% more ownership

Funds ownership: 65.64%67.44% (+1.8%)

4% less capital invested

Capital invested by funds: $1.06B → $1.02B (-$37.3M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

43% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 101

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$1.43M +$505K +12,839 +54%
CCG
77
Cypress Capital Group
Florida
$1.41M -$180K -4,580 -11%
US Bancorp
78
US Bancorp
Minnesota
$1.36M -$26.2K -665 -2%
EL
79
Essex LLC
Illinois
$1.36M -$438K -11,125 -24%
KPWS
80
Kestra Private Wealth Services
Texas
$1.32M +$1.33M +33,904 New
AAS
81
Ameritas Advisory Services
Nebraska
$1.32M +$738K +18,759 +124%
HIS
82
Harvest Investment Services
Illinois
$1.31M +$46K +1,169 +4%
LCWP
83
Legacy Capital Wealth Partners
Arkansas
$1.26M -$3.38M -85,951 -73%
FCM
84
Family Capital Management
Michigan
$1.25M +$1.26M +32,018 New
APWM
85
Atlas Private Wealth Management
New York
$1.24M -$5.19K -132 -0.4%
CWM
86
Cranbrook Wealth Management
Michigan
$1.22M -$93.6K -2,379 -7%
CCFM
87
Clear Creek Financial Management
Washington
$1.21M -$330K -8,383 -21%
PG
88
Prostatis Group
Maryland
$1.19M -$308K -7,826 -20%
GM
89
GeoWealth Management
Illinois
$1.19M -$1.07M -27,233 -47%
SFP
90
Strategic Financial Partners
Oregon
$1.14M +$866 +22 +0.1%
TLFA
91
True Link Financial Advisors
California
$1.07M
NA
92
NewEdge Advisors
Louisiana
$981K +$373K +9,492 +19%
CRWM
93
Castle Rock Wealth Management
California
$940K +$917K +23,310 New
DFA
94
DHJJ Financial Advisors
Illinois
$939K -$158K -4,004 -14%
DAS
95
Dynamic Advisor Solutions
Arizona
$925K +$5.86K +149 +0.6%
WAM
96
Walker Asset Management
Missouri
$889K -$39.3K -1,000 -4%
WCFA
97
Walkner Condon Financial Advisors
Wisconsin
$883K -$257K -6,537 -22%
TCWA
98
Ten Capital Wealth Advisors
Washington
$871K -$76.5K -1,944 -8%
MMHP
99
Murphy Middleton Hinkle & Parker
Georgia
$825K +$7.95K +202 +1%
OIA
100
OneDigital Investment Advisors
Kansas
$791K +$3.97K +101 +0.5%

HYLS Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 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 2022, worth a combined $1.02B — down 3.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 16 closed out — a net gain of 20 holders — while 58 added to existing stakes and 101 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 220 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2022, up from 202 in Q3 2022.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2022 and 16 closed out, a net change of +20 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2022 was Jane Street, an estimated $23.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2022 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2022.