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

197 hedge funds and large institutions have $1.58B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less capital invested

Capital invested by funds: $1.64B → $1.58B (-$56.4M)

1% less funds holding

Funds holding: 199197 (-2)

1.42% less ownership

Funds ownership: 69.47%68.05% (-1.4%)

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
18
Increased
79
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Accel Wealth Management
Iowa
$283K +$21.2K +438 +8%
Financial Engines Advisors
152
Financial Engines Advisors
California
$254K +$255K +5,275 New
PIA
153
Powell Investment Advisors
Florida
$234K
CA
154
Cambridge Advisors
Nebraska
$225K -$3.05K -63 -1%
BCM
155
Brookstone Capital Management
Illinois
$223K +$48 +1 +0%
LFAS
156
Level Four Advisory Services
Texas
$220K -$196K -4,053 -47%
SW
157
SkyOak Wealth
Michigan
$213K
OWA
158
Outlook Wealth Advisors
Texas
$211K -$9.38K -194 -4%
LS
159
Leelyn Smith
Illinois
$200K +$8.13K +168 +4%
CAL
160
Capital Analysts LLC
Pennsylvania
$196K +$12.7K +263 +7%
1IA
161
1834 Investment Advisors
Wisconsin
$180K -$1.49M -30,886 -89%
MIFH
162
Migdal Insurance & Financial Holdings
Israel
$149K
APA
163
American Portfolios Advisors
New York
$146K +$1.16K +24 +0.8%
CF
164
Centaurus Financial
California
$122K
BFEC
165
Benjamin F. Edwards & Company
Missouri
$110K -$5.9K -122 -5%
JCM
166
Jacobi Capital Management
Pennsylvania
$91K +$80.4K +1,663 +733%
APWA
167
Atlas Private Wealth Advisors
New Jersey
$87K -$7.98K -165 -8%
GRP
168
Global Retirement Partners
California
$79K +$9.91K +205 +14%
OIA
169
Optimum Investment Advisors
Illinois
$72K -$79.8K -1,650 -52%
CHC
170
City Holding Co
West Virginia
$65K
DWMG
171
DB Wealth Management Group
California
$64K
SPIA
172
Steward Partners Investment Advisory
New York
$47K +$8.8K +182 +23%
JP Morgan Chase
173
JP Morgan Chase
New York
$40K
CWA
174
Clearview Wealth Advisors
Oregon
$34K +$484 +10 +1%
AA
175
AlphaMark Advisors
Kentucky
$31K

HYLS Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 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 Q3 2021, worth a combined $1.58B — down 3.4% from $1.64B a quarter earlier.

Fund positioning in HYLS was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 79 added to existing stakes and 74 trimmed.

The largest buyer was Manchester Financial, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $21M.

  • 197 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2021, down from 199 in Q2 2021.
  • Funds reported $1.58B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
  • 18 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2021 was Manchester Financial, an estimated $15.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2021 was Citadel Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2021.