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

141 hedge funds and large institutions have $846M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $758M → $846M (+$88.7M)

6% more funds holding

Funds holding: 133141 (+8)

1.37% less ownership

Funds ownership: 62.3%60.94% (-1.4%)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
23
Increased
65
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Sunbelt Securities
Texas
$271K
RIA
102
Regal Investment Advisors
Michigan
$269K -$13.9K -289 -5%
HighTower Advisors
103
HighTower Advisors
Illinois
$264K -$31.8K -661 -11%
OIA
104
Optimum Investment Advisors
Illinois
$263K -$50.7K -1,053 -16%
HFP
105
Holistic Financial Partners
Indiana
$252K
PTC
106
Private Trust Company
Ohio
$241K
GLA
107
Good Life Advisors
Pennsylvania
$223K +$10.2K +212 +5%
CA
108
Cambridge Advisors
Nebraska
$216K -$5.39K -112 -2%
RA
109
RFG Advisory
Alabama
$208K +$207K +4,302 New
MIFH
110
Migdal Insurance & Financial Holdings
Israel
$200K
NFG
111
Next Financial Group
Texas
$188K -$674 -14 -0.4%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$166K +$94.1K +1,954 +131%
Deutsche Bank
113
Deutsche Bank
Germany
$133K +$18.4K +382 +16%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$99K +$98.8K +2,050 New
SFS
115
Sowell Financial Services
Arkansas
$89K +$88.8K +1,843 New
William Blair & Company
116
William Blair & Company
Illinois
$85K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$79K +$53.7K +1,114 +215%
BWM
118
BerganKDV Wealth Management
Minnesota
$76K +$59.5K +1,235 +353%
CAL
119
Capital Analysts LLC
Pennsylvania
$72K +$5.54K +115 +8%
GSWM
120
Golden State Wealth Management
California
$70K
CHC
121
City Holding Co
West Virginia
$65K
GRP
122
Global Retirement Partners
California
$54K +$16.5K +342 +44%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$42K -$9.63K -200 -19%
GFPC
124
Global Financial Private Capital
Florida
$40K -$29.1K -604 -42%
LWM
125
Liberty Wealth Management
California
$37K +$37.1K +771 New

HYLS Hedge Fund Activity: Q3 2019 in Review

141 of the 4,560 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 Q3 2019, worth a combined $846M — up 12% from $758M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 15 closed out — a net gain of 8 holders — while 65 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.2M. The largest seller was LVZ Inc, cutting an estimated $16.4M.

  • 141 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2019, up from 133 in Q2 2019.
  • Funds reported $846M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2019 and 15 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2019 was Morgan Stanley, an estimated $26.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2019 was LVZ Inc, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2019.