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

222 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 217222 (+5)

2.01% more ownership

Funds ownership: 70.57%72.58% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

11% less capital invested

Capital invested by funds: $1.61B → $1.43B (-$180M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
27
Increased
88
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
101
Murphy Middleton Hinkle & Parker
Georgia
$939K -$65.7K -1,420 -6%
IP
102
Ignite Planners
California
$909K -$145K -3,125 -13%
TLFA
103
True Link Financial Advisors
California
$790K -$1.48M -31,895 -65%
RIG
104
Ramiah Investment Group
Wisconsin
$766K +$49.3K +1,065 +7%
MIAN
105
Mariner Independent Advisor Network
Kansas
$763K -$183K -3,955 -19%
GWM
106
Geneos Wealth Management
Colorado
$763K -$55.3K -1,194 -7%
SB
107
Strategic Blueprint
Georgia
$750K -$315K -6,800 -29%
CIAS
108
Capital Investment Advisory Services
North Carolina
$748K +$9.26K +200 +1%
WP
109
WealthSource Partners
California
$731K +$9.35K +202 +1%
BCM
110
Brookstone Capital Management
Illinois
$704K +$729K +15,759 New
BCP
111
Blackhawk Capital Partners
Wisconsin
$664K -$3.22M -69,584 -83%
OIA
112
OneDigital Investment Advisors
Kansas
$650K -$272K -5,867 -29%
MOS
113
MGO One Seven
Ohio
$647K -$116K -2,501 -15%
AAS
114
Ameritas Advisory Services
Nebraska
$635K -$396K -8,557 -38%
WCFA
115
Walkner Condon Financial Advisors
Wisconsin
$630K +$253K +5,461 +66%
AF
116
Advisornet Financial
Minnesota
$628K +$260K +5,616 +69%
IFG
117
Independent Financial Group
California
$588K +$22.4K +485 +4%
DI
118
DFPG Investments
Utah
$576K -$8.38K -181 -1%
MCC
119
Money Concepts Capital
Florida
$505K +$510K +11,026 New
SWA
120
Stratos Wealth Advisors
Ohio
$499K -$271K -5,857 -35%
TLP
121
Trinity Legacy Partners
Texas
$493K +$71.6K +1,546 +17%
VCM
122
Virtue Capital Management
Tennessee
$490K -$115K -2,475 -19%
BFG
123
Berger Financial Group
Minnesota
$489K -$13.5M -291,110 -96%
OMC
124
Old Mission Capital
Illinois
$485K -$300K -6,488 -38%
PWA
125
PCG Wealth Advisors
Kansas
$482K -$195K -4,209 -29%

HYLS Hedge Fund Activity: Q1 2022 in Review

222 of the 6,340 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 2022, worth a combined $1.43B — down 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HYLS positions and 19 closed out — a net gain of 8 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $45.8M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $1.43B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2022 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2022 was First Trust Advisors, an estimated $45.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2022 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2022.