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

124 hedge funds and large institutions have $888M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more funds holding

Funds holding: 97124 (+27)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

0.13% more ownership

Funds ownership: 72.08%72.22% (+0.13%)

0% less capital invested

Capital invested by funds: $889M → $888M (-$1.61M)

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
2.81%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
33
Increased
43
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Hudock Inc
Pennsylvania
$114K
LF
102
Lee Financial
Texas
$106K +$1.41K +29 +1%
MOS
103
MGO One Seven
Ohio
$94K +$94K +1,930 New
HNB
104
Huntington National Bank
Ohio
$82K
CHC
105
City Holding Co
West Virginia
$66K +$66K +1,355 New
APA
106
American Portfolios Advisors
New York
$56.9K +$57.1K +1,172 New
SWP
107
Stratos Wealth Partners
Ohio
$54K +$54K +1,108 New
CFA
108
Carroll Financial Associates
North Carolina
$45K
AWM
109
Avior Wealth Management
Nebraska
$33K +$487 +10 +2%
BTIS
110
BB&T Investment Services
North Carolina
$30K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$25K +$25.3K +519 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$19K +$13.7K +282 +276%
GWM
113
Geneos Wealth Management
Colorado
$13K
NC
114
NewSquare Capital
Pennsylvania
$13K +$6.24K +128 +96%
CA
115
Calton & Associates
Florida
$13K +$13.4K +276 New
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$11K
AA
117
AlphaMark Advisors
Kentucky
$10K -$18K -370 -65%
CPA
118
Clear Perspective Advisors
Illinois
$10K -$1.12K -23 -10%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$10K +$9.74K +200 New
VCM
120
Virtue Capital Management
Tennessee
$7K +$7.31K +150 New
SIS
121
Sound Income Strategies
Florida
$5K +$4.87K +100 New
IWM
122
IHT Wealth Management
Illinois
$4K +$4.33K +89 New
AIS
123
Accurate Investment Solutions
Pennsylvania
$3K
FTUS
124
Flow Traders U.S.
New York
-$8.19M -167,022 Closed
NPC
125
National Planning Corporation
California
-$1.89M -38,498 Closed

HYLS Hedge Fund Activity: Q4 2017 in Review

124 of the 4,409 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 2017, worth a combined $888M — down 0.18% from $889M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HYLS positions and 6 closed out — a net gain of 27 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $8.61M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 124 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2017, up from 97 in Q3 2017.
  • Funds reported $888M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2017, down 0.18% quarter-over-quarter.
  • 33 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2017 and 6 closed out, a net change of +27 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2017 was Advocacy Wealth Management Services, an estimated $8.61M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2017 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2017.