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

151 hedge funds and large institutions have $791M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 61.47%62.08% (+0.6%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

3% less funds holding

Funds holding: 155151 (-4)

16% less capital invested

Capital invested by funds: $943M → $791M (-$153M)

29% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 66

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
151
Holders Change
-4
Holders Change %
-2.58%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
25
Increased
47
Reduced
66
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Argent Advisors
Louisiana
$250K +$48.5K +1,037 +21%
PTC
102
Private Trust Company
Ohio
$247K
IWM
103
IHT Wealth Management
Illinois
$245K -$202K -4,318 -43%
SS
104
Sunbelt Securities
Texas
$244K +$9.59K +205 +4%
CPIG
105
Chicago Partners Investment Group
Illinois
$243K +$6.69K +143 +3%
AIC
106
Ameritas Investment Company
Nebraska
$237K -$47.5K -1,016 -15%
CWA
107
Clarus Wealth Advisors
Arizona
$237K +$265K +5,662 New
BRWM
108
B. Riley Wealth Management
Tennessee
$235K -$514K -10,991 -66%
TLP
109
Trinity Legacy Partners
Texas
$232K +$260K +5,548 New
1IA
110
1834 Investment Advisors
Wisconsin
$224K -$21.1K -451 -8%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$222K -$27.8K -595 -10%
PFA
112
Plotkin Financial Advisors
Maryland
$209K -$121K -2,577 -34%
FFG
113
Frisch Financial Group
New York
$209K -$87.5K -1,871 -27%
PIA
114
Powell Investment Advisors
Florida
$204K
OIA
115
Optimum Investment Advisors
Illinois
$184K -$50.3K -1,076 -20%
APA
116
American Portfolios Advisors
New York
$150K -$221K -4,726 -57%
SFS
117
Sowell Financial Services
Arkansas
$149K +$79.4K +1,698 +92%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$134K -$68.5K -1,464 -31%
MIFH
119
Migdal Insurance & Financial Holdings
Israel
$130K -$49.1K -1,050 -25%
GFPC
120
Global Financial Private Client
Florida
$125K -$47.6K -1,017 -26%
CF
121
Centaurus Financial
California
$107K +$119K +2,547 New
CAL
122
Capital Analysts LLC
Pennsylvania
$90K +$11.5K +245 +13%
AIS
123
Accurate Investment Solutions
Pennsylvania
$87K +$97.2K +2,077 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$86K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$69K

HYLS Hedge Fund Activity: Q1 2020 in Review

151 of the 4,539 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 2020, worth a combined $791M — down 16% from $943M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HYLS and 25 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 47 added.

The largest buyer was Flow Traders U.S., adding an estimated $68.5M. The largest seller was First Trust Advisors, cutting an estimated $28.6M.

  • 151 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2020, down from 155 in Q4 2019.
  • Funds reported $791M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 25 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2020 was Flow Traders U.S., an estimated $68.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2020 was First Trust Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2020.