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

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

9% more funds holding

Funds holding: 202220 (+18)

1.8% more ownership

Funds ownership: 65.64%67.44% (+1.8%)

4% less capital invested

Capital invested by funds: $1.06B → $1.02B (-$37.3M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

43% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 101

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
SteelPeak Wealth
California
$732K +$739K +18,793 New
DC
102
Davenport & Co
Virginia
$724K -$15.5K -395 -2%
CIAS
103
Capital Investment Advisory Services
North Carolina
$694K -$41.1K -1,045 -6%
AF
104
Advisornet Financial
Minnesota
$678K +$127K +3,224 +23%
FAIM
105
Financial Advocates Investment Management
Washington
$676K -$235K -5,978 -26%
AWM
106
Apollon Wealth Management
South Carolina
$673K -$95.2K -2,419 -12%
BCM
107
Brookstone Capital Management
Illinois
$668K -$18.3K -464 -3%
SCM
108
Sebold Capital Management
Illinois
$652K +$659K +16,744 New
CFGS
109
Concourse Financial Group Securities
Alabama
$647K -$420K -10,686 -39%
SOS
110
Silver Oak Securities
Tennessee
$646K -$48.5K -1,234 -7%
EC
111
EdgeRock Capital
Colorado
$627K -$317K -8,067 -33%
GWM
112
Geneos Wealth Management
Colorado
$614K +$25.6K +650 +4%
BlackRock
113
BlackRock
New York
$584K +$590K +15,000 New
CPIG
114
Chicago Partners Investment Group
Illinois
$564K +$193K +4,901 +55%
SWA
115
Stratos Wealth Advisors
Ohio
$562K +$159K +4,032 +39%
CAL
116
Capital Analysts LLC
Pennsylvania
$557K -$35.1K -893 -6%
RG
117
Rathbones Group
United Kingdom
$529K +$97.6K +2,480 +22%
CA
118
CoreCap Advisors
Michigan
$506K -$390K -9,904 -43%
ASN
119
Advisory Services Network
Georgia
$495K +$315 +8 +0.1%
MA
120
Mutual Advisors
Nebraska
$474K -$65.9K -1,676 -12%
IP
121
Ignite Planners
California
$460K +$14.6K +372 +3%
MWM
122
MBE Wealth Management
Wisconsin
$429K +$102K +2,601 +31%
FTUS
123
Flow Traders U.S.
New York
$423K +$427K +10,861 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$421K -$13.8K -352 -3%
RW
125
RVW Wealth
California
$415K +$138K +3,513 +49%

HYLS Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 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 2022, worth a combined $1.02B — down 3.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 16 closed out — a net gain of 20 holders — while 58 added to existing stakes and 101 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 220 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2022, up from 202 in Q3 2022.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2022 and 16 closed out, a net change of +20 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2022 was Jane Street, an estimated $23.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2022 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2022.