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

217 hedge funds and large institutions have $1.61B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

10% more funds holding

Funds holding: 197217 (+20)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.52% more ownership

Funds ownership: 68.05%70.57% (+2.5%)

1% more capital invested

Capital invested by funds: $1.58B → $1.61B (+$23.2M)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

Holders
217
Holders Change
+20
Holders Change %
+10.15%
% of All Funds
3.34%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
36
Increased
81
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$586K +$163K +3,419 +39%
CIA
127
Capital Investment Advisors
Georgia
$580K -$74.3K -1,554 -11%
PMG
128
ProVise Management Group
Florida
$574K -$150K -3,130 -21%
CWM
129
Collaborative Wealth Management
Florida
$571K +$571K +11,936 New
VAS
130
Vestmark Advisory Solutions
Massachusetts
$540K +$2.34K +49 +0.4%
DC
131
Davenport & Co
Virginia
$518K -$19.7K -413 -4%
RG
132
Rathbones Group
United Kingdom
$501K -$388K -8,120 -44%
LA
133
LexAurum Advisors
Kansas
$489K -$2.25M -47,136 -82%
CPIG
134
Chicago Partners Investment Group
Illinois
$459K +$15.9K +333 +3%
AWM
135
Apollon Wealth Management
South Carolina
$454K +$454K +9,497 New
AA
136
Argent Advisors
Louisiana
$446K -$621 -13 -0.1%
ASN
137
Advisory Services Network
Georgia
$441K
TLP
138
Trinity Legacy Partners
Texas
$441K +$441K +9,224 New
EH
139
Equitable Holdings
New York
$420K +$27.7K +579 +7%
WSTAM
140
Wilbanks Smith & Thomas Asset Management
Virginia
$407K -$49.9K -1,045 -11%
WCFA
141
Walkner Condon Financial Advisors
Wisconsin
$398K -$314K -6,573 -44%
AF
142
Advisornet Financial
Minnesota
$388K +$26.5K +555 +7%
AA
143
Auxano Advisors
Washington
$388K +$388K +8,118 New
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$378K +$8.51K +178 +2%
SS
145
Sunbelt Securities
Texas
$376K -$8.94K -187 -2%
RCM
146
Raleigh Capital Management
North Carolina
$372K +$372K +7,781 New
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$366K -$32.5K -679 -8%
FTUS
148
Flow Traders U.S.
New York
$361K +$360K +7,537 New
VAG
149
VisionPoint Advisory Group
Texas
$359K -$24.4K -511 -6%
AWM
150
Accel Wealth Management
Iowa
$353K +$72.7K +1,520 +26%

HYLS Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 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 2021, worth a combined $1.61B — up 1.5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 12 closed out — a net gain of 24 holders — while 81 added to existing stakes and 81 trimmed.

The largest buyer was Jane Street, adding an estimated $47.2M. The largest seller was Morgan Stanley, cutting an estimated $21.9M.

  • 217 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.61B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2021 and 12 closed out, a net change of +24 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2021 was Jane Street, an estimated $47.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2021 was Morgan Stanley, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2021.