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

203 hedge funds and large institutions have $1.6B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 201203 (+2)

1% less capital invested

Capital invested by funds: $1.62B → $1.6B (-$18.1M)

2.82% less ownership

Funds ownership: 73.04%70.22% (-2.8%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
97
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Pinnacle Family Advisors
Missouri
$485K +$72.5K +1,485 +17%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$481K -$2.49M -51,075 -84%
IWM
128
IHT Wealth Management
Illinois
$479K +$167K +3,417 +53%
CA
129
Cetera Advisors
Colorado
$468K +$7.96K +163 +2%
SS
130
Simplicity Solutions
Minnesota
$459K -$3.01M -61,615 -87%
PMG
131
ProVise Management Group
Florida
$455K +$30.8K +631 +7%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$452K +$13.6K +278 +3%
CAM
133
Concorde Asset Management
Michigan
$431K -$96.5K -1,977 -18%
CPIG
134
Chicago Partners Investment Group
Illinois
$402K -$19.3K -396 -5%
AFP
135
Ausdal Financial Partners
Iowa
$395K +$5.03K +103 +1%
ASN
136
Advisory Services Network
Georgia
$369K -$38.1K -781 -9%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$353K -$51.7K -1,058 -13%
SS
138
Sunbelt Securities
Texas
$353K +$6.54K +134 +2%
OWA
139
Outlook Wealth Advisors
Texas
$337K +$928 +19 +0.3%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$331K +$53.5K +1,095 +19%
TLP
141
Trinity Legacy Partners
Texas
$327K +$10.3K +211 +3%
LFAS
142
Level Four Advisory Services
Texas
$325K -$265K -5,422 -45%
CCM
143
Crabel Capital Management
California
$318K +$319K +6,528 New
AAM
144
Advisors Asset Management
Colorado
$316K +$154K +3,148 +94%
IA
145
IFG Advisory
Georgia
$314K +$316K +6,467 New
MOS
146
MGO One Seven
Ohio
$308K +$59.1K +1,210 +24%
IFG
147
Independent Financial Group
California
$304K +$59.1K +1,211 +24%
EH
148
Equitable Holdings
New York
$304K +$98.3K +2,013 +48%
APA
149
American Portfolios Advisors
New York
$302K -$281K -5,762 -48%
TSS
150
Two Sigma Securities
New York
$300K +$301K +6,173 New

HYLS Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 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 2021, worth a combined $1.6B — down 1.1% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 19 closed out — a net gain of 4 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Jane Street, cutting an estimated $102M.

  • 203 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.6B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2021 and 19 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.7M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.