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

151 hedge funds and large institutions have $791M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 61.47%62.08% (+0.6%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

3% less funds holding

Funds holding: 155151 (-4)

16% less capital invested

Capital invested by funds: $943M → $791M (-$153M)

29% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 66

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
151
Holders Change
-4
Holders Change %
-2.58%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
25
Increased
47
Reduced
66
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
126
City Holding Co
West Virginia
$57K
AA
127
AlphaMark Advisors
Kentucky
$51K +$47.7K +1,020 +510%
GSWM
128
Golden State Wealth Management
California
$44K +$48.9K +1,045 New
AF
129
Advisornet Financial
Minnesota
$43K +$47.4K +1,014 New
William Blair & Company
130
William Blair & Company
Illinois
$39K -$40.9K -875 -49%
MWM
131
MBE Wealth Management
Wisconsin
$36K +$41K +877 New
SPIA
132
Steward Partners Investment Advisory
New York
$35K +$23.4K +500 +146%
GRP
133
Global Retirement Partners
California
$32K
BEI
134
Benjamin Edwards Inc
Missouri
$32K +$36.1K +772 New
LWM
135
Liberty Wealth Management
California
$31K +$34.6K +740 New
CS
136
Capital Square
Tennessee
$30K +$33.2K +710 New
OPS
137
Orion Portfolio Solutions
Nebraska
$29K +$32.6K +696 New
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$26K -$11.4K -244 -28%
GWMIA
139
Global Wealth Management Investment Advisory
Florida
$20K -$11.2K -240 -33%
GFPC
140
Global Financial Private Capital
Florida
$18K -$5.33K -114 -21%
DWM
141
Darwin Wealth Management
Florida
$13K +$15.3K +328 New
LAS
142
Lloyd Advisory Services
Georgia
$11K -$49.6K -1,060 -81%
SFA
143
Semmax Financial Advisors
North Carolina
$9K -$6.08K -130 -37%
TFGT
144
TS Financial Group (TSFG)
Illinois
$8K
BHWM
145
Bay Harbor Wealth Management
Maryland
$8K +$9.26K +198 New
SIS
146
Sound Income Strategies
Florida
$4K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$3K -$19K -407 -86%
FHA
148
Flagship Harbor Advisors
Massachusetts
$2K -$4.68K -100 -69%
RWP
149
RWA Wealth Partners
Massachusetts
-$21.8M -446,327 Closed
FAM
150
Flaharty Asset Management
Florida
-$14.3M -293,070 Closed

HYLS Hedge Fund Activity: Q1 2020 in Review

151 of the 4,539 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 2020, worth a combined $791M — down 16% from $943M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HYLS and 25 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 47 added.

The largest buyer was Flow Traders U.S., adding an estimated $68.5M. The largest seller was First Trust Advisors, cutting an estimated $28.6M.

  • 151 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2020, down from 155 in Q4 2019.
  • Funds reported $791M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 25 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2020 was Flow Traders U.S., an estimated $68.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2020 was First Trust Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2020.