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

222 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 217222 (+5)

2.01% more ownership

Funds ownership: 70.57%72.58% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

11% less capital invested

Capital invested by funds: $1.61B → $1.43B (-$180M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
27
Increased
88
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$478K -$83.5K -1,804 -15%
IWC
127
Integrated Wealth Concepts
Massachusetts
$468K -$410K -8,855 -46%
LA
128
LexAurum Advisors
Kansas
$456K -$11.3K -244 -2%
CPIG
129
Chicago Partners Investment Group
Illinois
$431K +$21.8K +471 +5%
CIA
130
Capital Investment Advisors
Georgia
$426K -$130K -2,803 -23%
RCM
131
Raleigh Capital Management
North Carolina
$404K +$48.4K +1,046 +13%
RG
132
Rathbones Group
United Kingdom
$401K -$78.7K -1,700 -16%
MA
133
Mutual Advisors
Nebraska
$397K -$204K -4,414 -34%
EH
134
Equitable Holdings
New York
$392K -$9.35K -202 -2%
ASN
135
Advisory Services Network
Georgia
$387K -$35.3K -762 -8%
BFEC
136
Benjamin F. Edwards & Company
Missouri
$382K +$324K +7,011 +521%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$372K +$377K +8,135 New
PMG
138
ProVise Management Group
Florida
$369K -$182K -3,933 -33%
SS
139
Sunbelt Securities
Texas
$369K +$46 +1 +0%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$358K +$8.24K +178 +2%
AWM
141
Accurate Wealth Management
Florida
$353K +$20K +432 +6%
MWM
142
MBE Wealth Management
Wisconsin
$345K +$349K +7,543 New
AWM
143
Accel Wealth Management
Iowa
$335K -$2.36K -51 -0.7%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$335K -$26.7K -577 -7%
VAS
145
Vestmark Advisory Solutions
Massachusetts
$331K -$188K -4,071 -36%
CWA
146
Clarus Wealth Advisors
Arizona
$329K +$35.5K +766 +12%
FAM
147
Flaharty Asset Management
Florida
$328K
SWM
148
Spire Wealth Management
Virginia
$324K -$1.49M -32,198 -82%
WI
149
Wintrust Investments
Illinois
$321K -$1.63M -35,140 -83%
WWM
150
Western Wealth Management
Colorado
$312K +$315K +6,814 New

HYLS Hedge Fund Activity: Q1 2022 in Review

222 of the 6,340 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 2022, worth a combined $1.43B — down 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HYLS positions and 19 closed out — a net gain of 8 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $45.8M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $1.43B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2022 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2022 was First Trust Advisors, an estimated $45.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2022 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2022.