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

199 hedge funds and large institutions have $1.64B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

3% more capital invested

Capital invested by funds: $1.6B → $1.64B (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.75% less ownership

Funds ownership: 70.22%69.47% (-0.75%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 203199 (-4)

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
97
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$271K -$180K -3,701 -40%
AWM
152
Accel Wealth Management
Iowa
$263K +$61.5K +1,265 +30%
PIA
153
Powell Investment Advisors
Florida
$236K
GLA
154
Good Life Advisors
Pennsylvania
$230K +$3.02K +62 +1%
CA
155
Cambridge Advisors
Nebraska
$230K +$28.5K +587 +14%
BCM
156
Brookstone Capital Management
Illinois
$225K +$225K +4,636 New
OWA
157
Outlook Wealth Advisors
Texas
$222K -$114K -2,349 -34%
TCA
158
Transcend Capital Advisors
New Jersey
$217K +$16.2K +333 +8%
SW
159
SkyOak Wealth
Michigan
$214K -$9.72K -200 -4%
UCFA
160
United Capital Financial Advisors
Texas
$212K -$14.1K -289 -6%
FPWM
161
FSB Premier Wealth Management
Iowa
$206K +$4.96K +102 +2%
LS
162
Leelyn Smith
Illinois
$193K +$29K +596 +18%
CAL
163
Capital Analysts LLC
Pennsylvania
$184K +$47.6K +980 +35%
SB
164
Strategic Blueprint
Georgia
$184K +$185K +3,795 New
OIA
165
Optimum Investment Advisors
Illinois
$153K -$59.6K -1,225 -28%
MIFH
166
Migdal Insurance & Financial Holdings
Israel
$150K
APA
167
American Portfolios Advisors
New York
$145K -$156K -3,211 -52%
Deutsche Bank
168
Deutsche Bank
Germany
$136K +$136K +2,804 New
WP
169
WealthShield Partners
North Carolina
$134K -$15K -308 -10%
CF
170
Centaurus Financial
California
$123K +$2.72K +56 +2%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$117K -$364K -7,477 -76%
APWA
172
Atlas Private Wealth Advisors
New Jersey
$96K
GRP
173
Global Retirement Partners
California
$69K
CHC
174
City Holding Co
West Virginia
$66K -$18K -370 -21%
DWMG
175
DB Wealth Management Group
California
$65K +$18.6K +382 +40%

HYLS Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 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 2021, worth a combined $1.64B — up 2.5% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYLS and 19 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.

  • 199 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2021, down from 203 in Q1 2021.
  • Funds reported $1.64B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2021 was Citadel Advisors, an estimated $33.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2021 was Morgan Stanley, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2021.