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

234 hedge funds and large institutions have $1.28B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

30% more capital invested

Capital invested by funds: $985M → $1.28B (+$293M)

10% more funds holding

Funds holding: 213234 (+21)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

22.09% less ownership

Funds ownership: 84.54%62.44% (-22%)

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
76
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$851K -$420K -10,071 -33%
BWA
102
BlueChip Wealth Advisors
Georgia
$840K +$30.8K +739 +4%
MA
103
Mutual Advisors
Nebraska
$826K -$500K -11,981 -38%
SOS
104
Silver Oak Securities
Tennessee
$823K -$70.8K -1,697 -8%
SG
105
StoneX Group
New York
$796K +$804K +19,272 New
RIG
106
Ramiah Investment Group
Wisconsin
$780K -$40.8K -977 -5%
WAM
107
Walker Asset Management
Missouri
$771K +$20.9K +500 +3%
MSAM
108
Moloney Securities Asset Management
Missouri
$760K -$40K -958 -5%
AWA
109
Acorn Wealth Advisors
Michigan
$753K +$760K +18,219 New
IWM
110
Iams Wealth Management
Nebraska
$747K -$99.5K -2,386 -12%
MMHP
111
Murphy Middleton Hinkle & Parker
Georgia
$737K +$9.05K +217 +1%
AWM
112
AE Wealth Management
Kansas
$725K -$91.1K -2,185 -11%
MML Investors Services
113
MML Investors Services
Massachusetts
$688K -$119K -2,853 -15%
SW
114
SteelPeak Wealth
California
$653K +$16.7K +400 +3%
PAS
115
Park Avenue Securities
New York
$645K -$158K -3,778 -19%
AWA
116
Arkadios Wealth Advisors
Georgia
$641K -$6.88K -165 -1%
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$635K -$48.3K -1,159 -7%
LWM
118
Lighthouse Wealth Management
Ohio
$632K +$638K +15,299 New
JP Morgan Chase
119
JP Morgan Chase
New York
$623K +$603K +14,449 +2,275%
SWP
120
ShoreHaven Wealth Partners
New Jersey
$595K +$601K +14,403 New
EC
121
EdgeRock Capital
Colorado
$576K -$10.3K -247 -2%
LFAS
122
Level Four Advisory Services
Texas
$559K +$65.1K +1,560 +13%
FIA
123
Foundations Investment Advisors
Arizona
$535K +$540K +12,947 New
CWP
124
Core Wealth Partners
California
$526K +$110K +2,645 +26%
MC
125
Moors & Cabot
Massachusetts
$524K +$98K +2,350 +23%

HYLS Hedge Fund Activity: Q4 2024 in Review

234 of the 7,592 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 2024, worth a combined $1.28B — up 30% from $985M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HYLS positions and 20 closed out — a net gain of 26 holders — while 76 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $14.2M. The largest seller was International Assets Investment Management, cutting an estimated $283M.

  • 234 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2024, up from 213 in Q3 2024.
  • Funds reported $1.28B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 46 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2024 and 20 closed out, a net change of +26 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2024 was Jane Street, an estimated $14.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2024.