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

203 hedge funds and large institutions have $1.6B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 201203 (+2)

1% less capital invested

Capital invested by funds: $1.62B → $1.6B (-$18.1M)

2.82% less ownership

Funds ownership: 73.04%70.22% (-2.8%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
97
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Plotkin Financial Advisors
Maryland
$889K -$57.8K -1,183 -6%
GWM
102
Geneos Wealth Management
Colorado
$888K +$16.1K +330 +2%
CCM
103
Chiron Capital Management
Florida
$876K +$215K +4,410 +32%
RIG
104
Ramiah Investment Group
Wisconsin
$874K -$23.3K -477 -3%
SWA
105
Stratos Wealth Advisors
Ohio
$869K +$185K +3,791 +27%
CCG
106
Cypress Capital Group
Florida
$832K +$835K +17,100 New
WIA
107
Wealthstreet Investment Advisors
Texas
$810K -$9.77K -200 -1%
OIA
108
OneDigital Investment Advisors
Kansas
$792K -$8.01K -164 -1%
CRWM
109
Castle Rock Wealth Management
California
$705K +$124K +2,545 +21%
DI
110
DFPG Investments
Utah
$661K +$35.2K +721 +6%
SI
111
Stephens Inc
Arkansas
$642K +$20K +410 +3%
DFA
112
DHJJ Financial Advisors
Illinois
$622K +$98.8K +2,024 +19%
T
113
TRUADVICE
Florida
$613K -$787K -16,125 -56%
RG
114
Rathbones Group
United Kingdom
$594K +$596K +12,210 New
FTUS
115
Flow Traders U.S.
New York
$589K -$176K -3,601 -23%
WS
116
Wedbush Securities
California
$584K -$48.2K -988 -8%
MIAN
117
Mariner Independent Advisor Network
Kansas
$579K +$9.47K +194 +2%
AA
118
Argent Advisors
Louisiana
$562K -$779K -15,955 -58%
HWM
119
Holloway Wealth Management
Florida
$562K
CWM
120
Collaborative Wealth Management
Florida
$546K +$583K +11,936 New
CP
121
Camelot Portfolios
Ohio
$540K -$106K -2,161 -16%
MW
122
MBL Wealth
North Carolina
$518K -$417K -8,535 -45%
MA
123
Mutual Advisors
Nebraska
$493K -$59.3K -1,215 -11%
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$492K +$494K +10,122 New
CWM
125
Cornerstone Wealth Management
Missouri
$487K -$50.3K -1,030 -9%

HYLS Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 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 2021, worth a combined $1.6B — down 1.1% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 19 closed out — a net gain of 4 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Jane Street, cutting an estimated $102M.

  • 203 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.6B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2021 and 19 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.7M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.