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

217 hedge funds and large institutions have $1.61B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

10% more funds holding

Funds holding: 197217 (+20)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.52% more ownership

Funds ownership: 68.05%70.57% (+2.5%)

1% more capital invested

Capital invested by funds: $1.58B → $1.61B (+$23.2M)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

Holders
217
Holders Change
+20
Holders Change %
+10.15%
% of All Funds
3.34%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
36
Increased
81
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Chiron Capital Management
Florida
$1.08M +$8.03K +168 +0.8%
AAS
102
Ameritas Advisory Services
Nebraska
$1.07M +$1.07M +22,434 New
CA
103
Cetera Advisors
Colorado
$1.06M +$213K +4,459 +25%
MMHP
104
Murphy Middleton Hinkle & Parker
Georgia
$1.05M -$112K -2,344 -10%
DFA
105
DHJJ Financial Advisors
Illinois
$1.05M +$85.7K +1,794 +9%
OC
106
Oppenheimer & Co
New York
$1.02M +$11.2K +234 +1%
MIAN
107
Mariner Independent Advisor Network
Kansas
$990K +$123K +2,574 +14%
OIA
108
OneDigital Investment Advisors
Kansas
$961K +$218K +4,558 +29%
HWM
109
Holloway Wealth Management
Florida
$938K
IWC
110
Integrated Wealth Concepts
Massachusetts
$913K +$381K +7,978 +72%
GWM
111
Geneos Wealth Management
Colorado
$855K -$72K -1,507 -8%
BPA
112
Beacon Pointe Advisors
California
$818K -$95.6K -2,000 -10%
OMC
113
Old Mission Capital
Illinois
$818K +$817K +17,097 New
SWA
114
Stratos Wealth Advisors
Ohio
$802K -$22.2K -465 -3%
MOS
115
MGO One Seven
Ohio
$796K +$224K +4,676 +39%
CIAS
116
Capital Investment Advisory Services
North Carolina
$773K -$33.5K -700 -4%
WP
117
WealthSource Partners
California
$755K +$754K +15,778 New
RIG
118
Ramiah Investment Group
Wisconsin
$750K +$17.7K +370 +2%
PWA
119
PCG Wealth Advisors
Kansas
$700K +$705K +14,745 New
FF
120
Fluent Financial
Texas
$666K -$3.9M -81,562 -85%
HGERS
121
Householder Group Estate & Retirement Specialist
Arizona
$649K +$648K +13,566 New
VCM
122
Virtue Capital Management
Tennessee
$631K +$297K +6,224 +89%
MA
123
Mutual Advisors
Nebraska
$626K +$14.3K +300 +2%
DI
124
DFPG Investments
Utah
$618K -$38.3K -802 -6%
IFG
125
Independent Financial Group
California
$591K +$214K +4,478 +57%

HYLS Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 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 Q4 2021, worth a combined $1.61B — up 1.5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 12 closed out — a net gain of 24 holders — while 81 added to existing stakes and 81 trimmed.

The largest buyer was Jane Street, adding an estimated $47.2M. The largest seller was Morgan Stanley, cutting an estimated $21.9M.

  • 217 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.61B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2021 and 12 closed out, a net change of +24 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2021 was Jane Street, an estimated $47.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2021 was Morgan Stanley, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2021.