We are live on ! Find out more
HYLS icon

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

206 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 72.58%68.55% (-4%)

7% less funds holding

Funds holding: 222206 (-16)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

22% less capital invested

Capital invested by funds: $1.43B → $1.11B (-$316M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
19
Increased
72
Reduced
87
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
126
Trinity Legacy Partners
Texas
$359K -$74.8K -1,764 -16%
CA
127
CoreCap Advisors
Michigan
$354K +$159K +3,760 +71%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$353K +$28.4K +671 +8%
CIA
129
Capital Investment Advisors
Georgia
$341K -$25.4K -599 -6%
CPIG
130
Chicago Partners Investment Group
Illinois
$340K -$98.1K -2,314 -22%
RCM
131
Raleigh Capital Management
North Carolina
$338K -$8.35K -197 -2%
LA
132
LexAurum Advisors
Kansas
$334K -$61.1K -1,442 -14%
CF
133
Centaurus Financial
California
$324K +$253K +5,977 +261%
AWM
134
Apollon Wealth Management
South Carolina
$322K +$119K +2,803 +52%
GVAG
135
Great Valley Advisor Group
Delaware
$322K +$348K +8,216 New
SS
136
Sunbelt Securities
Texas
$316K +$254 +6 +0.1%
MWM
137
Maripau Wealth Management
Indiana
$315K +$20K +472 +7%
MWM
138
MBE Wealth Management
Wisconsin
$311K +$17.5K +412 +5%
PMG
139
ProVise Management Group
Florida
$310K -$6.78K -160 -2%
AWM
140
Accel Wealth Management
Iowa
$306K +$12.3K +291 +4%
CWA
141
Clarus Wealth Advisors
Arizona
$304K +$10.8K +254 +3%
SCFS
142
S.C. Financial Services
Arizona
$304K +$330K +7,777 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$299K -$8.39K -198 -3%
OPS
144
Orion Portfolio Solutions
Nebraska
$299K +$118K +2,788 +58%
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$296K +$9.92K +234 +3%
WAM
146
WealthTrust Asset Management
Florida
$283K -$2.11M -49,775 -87%
FAM
147
Flaharty Asset Management
Florida
$281K
WWM
148
Western Wealth Management
Colorado
$280K +$12.8K +301 +4%
ATPW
149
Ashton Thomas Private Wealth
Arizona
$269K +$21.4K +505 +8%
MOS
150
MGO One Seven
Ohio
$266K -$311K -7,329 -52%

HYLS Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 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 Q2 2022, worth a combined $1.11B — down 22% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HYLS and 19 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 72 added.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 206 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2022, down from 222 in Q1 2022.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2022 and 34 closed out, a net change of -15 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2022 was First Trust Advisors, an estimated $15.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2022 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.