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

Overview Fund Activity

135 hedge funds and large institutions have $736M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
3.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
29
Increased
40
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$21.5M
2
HI
Horizon Investments
North Carolina
+$16.1M
3
PAG
Private Advisor Group
New Jersey
+$10.1M
4
OMC
Old Mission Capital
Illinois
+$9.44M
5
AT
Arden Trust
Delaware
+$4.63M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$37.6M
2
ACM
Aviance Capital Management
Florida
-$17.7M
3
FMP
Financial Management Professionals
Texas
-$14.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$11.2M
5
Wells Fargo
Wells Fargo
California
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
AlphaMark Advisors
Kentucky
$9K – – –
LPWM
127
Lake Point Wealth Management
Texas
$8K +$8K +173 New
W
128
WealthOne
New York
$6K +$6K +135 New
WP
129
WealthShield Partners
North Carolina
$5K – – –
SIS
130
Sound Income Strategies
Florida
$4K – – –
FHA
131
Flagship Harbor Advisors
Massachusetts
$2K – – –
AF
132
Allworth Financial
California
$2K +$2K +55 New
NA
133
NewEdge Advisors
Louisiana
$780 +$423 +9,429 +118%
MAP
134
Milestone Advisory Partners
North Carolina
– -$7.66M -160,270 Closed
CWM
135
Cornerstone Wealth Management
Missouri
– -$1.75M -85,699 Closed
Baird Financial Group
136
Baird Financial Group
Wisconsin
– -$3.07M -64,149 Closed
Renaissance Technologies
137
Renaissance Technologies
New York
– -$1.5M -31,300 Closed
MIAN
138
Mariner Independent Advisor Network
Kansas
– -$806K -16,945 Closed
CL
139
Cabana LLC
Arkansas
– -$634K -13,257 Closed
PCM
140
Price Capital Management
Louisiana
– -$478K -10,000 Closed
CRWM
141
Castle Rock Wealth Management
California
– -$372K -7,877 Closed
SAM
142
Shamrock Asset Management
Texas
– -$336K -7,021 Closed
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
– -$319K -6,666 Closed
AWA
144
Acorn Wealth Advisors
Michigan
– -$301K -6,391 Closed
HFS
145
HL Financial Services
Kentucky
– -$259K -5,411 Closed
LFAS
146
Level Four Advisory Services
Texas
– -$250K -5,221 Closed
SPIA
147
Steward Partners Investment Advisory
New York
– -$236K -4,948 Closed
APP
148
Avantax Planning Partners
Iowa
– -$148K -3,095 Closed
BA
149
Ballew Advisors
Mississippi
– -$111K -2,362 Closed
TC
150
Trilogy Capital
California
– -$26K -539 Closed
3 4 5
6
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