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

197 hedge funds and large institutions have $1.58B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less capital invested

Capital invested by funds: $1.64B → $1.58B (-$56.4M)

1% less funds holding

Funds holding: 199197 (-2)

1.42% less ownership

Funds ownership: 69.47%68.05% (-1.4%)

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
18
Increased
79
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
Holloway Wealth Management
Florida
$940K
GWM
102
Geneos Wealth Management
Colorado
$936K +$22.2K +460 +2%
BPA
103
Beacon Pointe Advisors
California
$920K +$299K +6,173 +48%
RG
104
Rathbones Group
United Kingdom
$896K +$98.7K +2,040 +12%
MIAN
105
Mariner Independent Advisor Network
Kansas
$874K -$367K -7,581 -29%
CA
106
Cetera Advisors
Colorado
$856K +$265K +5,485 +45%
SWA
107
Stratos Wealth Advisors
Ohio
$830K -$23.6K -488 -3%
CIAS
108
Capital Investment Advisory Services
North Carolina
$812K -$85.8K -1,775 -10%
WAM
109
WealthTrust Asset Management
Florida
$762K +$764K +15,804 New
OIA
110
OneDigital Investment Advisors
Kansas
$748K +$190K +3,924 +34%
RIG
111
Ramiah Investment Group
Wisconsin
$738K +$59.8K +1,237 +9%
PMG
112
ProVise Management Group
Florida
$729K +$352K +7,288 +93%
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$717K -$506K -10,456 -41%
SB
114
Strategic Blueprint
Georgia
$670K +$489K +10,105 +266%
DI
115
DFPG Investments
Utah
$666K -$15.7K -325 -2%
CIA
116
Capital Investment Advisors
Georgia
$659K -$747K -15,453 -53%
WS
117
Wedbush Securities
California
$654K +$52.3K +1,081 +9%
SI
118
Stephens Inc
Arkansas
$636K
PFA
119
Plotkin Financial Advisors
Maryland
$628K -$208K -4,308 -25%
MA
120
Mutual Advisors
Nebraska
$616K -$3.14K -65 -0.5%
MOS
121
MGO One Seven
Ohio
$572K +$169K +3,497 +41%
SPC
122
Sigma Planning Corp
Michigan
$564K -$442K -9,147 -44%
VAS
123
Vestmark Advisory Solutions
Massachusetts
$542K +$86.6K +1,790 +19%
DC
124
Davenport & Co
Virginia
$542K +$544K +11,246 New
AFA
125
American Financial Advisors
Georgia
$540K -$187K -3,857 -26%

HYLS Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 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 2021, worth a combined $1.58B — down 3.4% from $1.64B a quarter earlier.

Fund positioning in HYLS was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 79 added to existing stakes and 74 trimmed.

The largest buyer was Manchester Financial, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $21M.

  • 197 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2021, down from 199 in Q2 2021.
  • Funds reported $1.58B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
  • 18 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2021 was Manchester Financial, an estimated $15.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2021 was Citadel Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2021.