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

199 hedge funds and large institutions have $1.64B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

3% more capital invested

Capital invested by funds: $1.6B → $1.64B (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.75% less ownership

Funds ownership: 70.22%69.47% (-0.75%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 203199 (-4)

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
97
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
101
RVW Wealth
California
$1M +$356K +7,332 +37%
OC
102
Oppenheimer & Co
New York
$982K -$758K -15,580 -43%
GWM
103
Geneos Wealth Management
Colorado
$921K +$31.7K +651 +4%
CIAS
104
Capital Investment Advisory Services
North Carolina
$903K -$38.9K -800 -4%
SWA
105
Stratos Wealth Advisors
Ohio
$859K -$7.73K -159 -0.9%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$856K +$857K +17,636 New
PFA
107
Plotkin Financial Advisors
Maryland
$841K -$45.4K -933 -5%
RG
108
Rathbones Group
United Kingdom
$803K +$211K +4,340 +36%
HWM
109
Holloway Wealth Management
Florida
$764K
DFA
110
DHJJ Financial Advisors
Illinois
$741K +$124K +2,552 +20%
AFA
111
American Financial Advisors
Georgia
$730K -$1.31M -27,028 -64%
DI
112
DFPG Investments
Utah
$687K +$29.4K +605 +4%
RIG
113
Ramiah Investment Group
Wisconsin
$683K -$190K -3,902 -22%
SI
114
Stephens Inc
Arkansas
$640K
WA
115
WESPAC Advisors
California
$633K -$607K -12,491 -49%
BPA
116
Beacon Pointe Advisors
California
$627K +$628K +12,925 New
MA
117
Mutual Advisors
Nebraska
$623K +$132K +2,724 +27%
WS
118
Wedbush Securities
California
$606K +$23.4K +481 +4%
CA
119
Cetera Advisors
Colorado
$596K +$130K +2,677 +28%
IWM
120
IHT Wealth Management
Illinois
$587K +$110K +2,272 +23%
TSS
121
Two Sigma Securities
New York
$570K +$271K +5,579 +90%
OIA
122
OneDigital Investment Advisors
Kansas
$562K -$228K -4,691 -29%
DAS
123
Dynamic Advisor Solutions
Arizona
$544K +$286K +5,879 +110%
IWC
124
Integrated Wealth Concepts
Massachusetts
$543K +$545K +11,203 New
AA
125
Argent Advisors
Louisiana
$514K -$46.7K -960 -8%

HYLS Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 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 Q2 2021, worth a combined $1.64B — up 2.5% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYLS and 19 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.

  • 199 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2021, down from 203 in Q1 2021.
  • Funds reported $1.64B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2021 was Citadel Advisors, an estimated $33.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2021 was Morgan Stanley, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2021.