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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
CWA
151
Clarus Wealth Advisors
Arizona
$291K +$72.3K +1,480 +33%
TFA
152
Teamwork Financial Advisors
Texas
$289K -$9.13K -187 -3%
DADC
153
D.A. Davidson & Co
Montana
$278K +$23.5K +481 +9%
SG
154
StoneX Group
New York
$267K -$4.88K -100 -2%
DAS
155
Dynamic Advisor Solutions
Arizona
$260K +$1.07K +22 +0.4%
PIA
156
Powell Investment Advisors
Florida
$236K
GLA
157
Good Life Advisors
Pennsylvania
$227K +$2.69K +55 +1%
UCFA
158
United Capital Financial Advisors
Texas
$226K -$4.88K -100 -2%
SW
159
SkyOak Wealth
Michigan
$224K -$397K -8,120 -64%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$214K +$216K +4,419 New
OIA
161
Optimum Investment Advisors
Illinois
$213K
PWM
162
Purus Wealth Management
California
$210K
MHS
163
M Holdings Securities
Oregon
$204K +$205K +4,202 New
AWM
164
Accel Wealth Management
Iowa
$203K +$70K +1,434 +53%
AF
165
Advisornet Financial
Minnesota
$203K +$107K +2,196 +111%
TCA
166
Transcend Capital Advisors
New Jersey
$203K +$199K +4,074 New
CA
167
Cambridge Advisors
Nebraska
$202K +$203K +4,147 New
FPWM
168
FSB Premier Wealth Management
Iowa
$201K -$7.76K -159 -4%
LS
169
Leelyn Smith
Illinois
$165K -$181K -3,705 -52%
SFS
170
Sowell Financial Services
Arkansas
$162K -$6.15K -126 -4%
MIFH
171
Migdal Insurance & Financial Holdings
Israel
$151K
WP
172
WealthShield Partners
North Carolina
$149K +$150K +3,072 New
CAL
173
Capital Analysts LLC
Pennsylvania
$137K +$18.6K +380 +16%
CF
174
Centaurus Financial
California
$121K
TF
175
TimeScale Financial
Massachusetts
$117K +$117K +2,395 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.