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

217 hedge funds and large institutions have $1.61B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

10% more funds holding

Funds holding: 197217 (+20)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.52% more ownership

Funds ownership: 68.05%70.57% (+2.5%)

1% more capital invested

Capital invested by funds: $1.58B → $1.61B (+$23.2M)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

Holders
217
Holders Change
+20
Holders Change %
+10.15%
% of All Funds
3.34%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
36
Increased
81
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Accurate Wealth Management
Florida
$349K -$2.82K -59 -0.8%
AFA
152
American Financial Advisors
Georgia
$348K -$188K -3,937 -35%
FAM
153
Flaharty Asset Management
Florida
$343K +$343K +7,172 New
IA
154
IFG Advisory
Georgia
$329K +$10.2K +213 +3%
CWA
155
Clarus Wealth Advisors
Arizona
$315K -$21.6K -451 -6%
IWM
156
IHT Wealth Management
Illinois
$306K -$116K -2,432 -28%
EWM
157
Executive Wealth Management
Michigan
$292K -$7.88M -164,781 -96%
RIA
158
Regal Investment Advisors
Michigan
$275K -$43.4K -908 -14%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$260K -$7.08M -148,048 -96%
SPC
160
Sigma Planning Corp
Michigan
$260K -$300K -6,266 -54%
DADC
161
D.A. Davidson & Co
Montana
$259K -$142K -2,965 -35%
PPWM
162
Paragon Private Wealth Management
Kentucky
$259K +$259K +5,411 New
Financial Engines Advisors
163
Financial Engines Advisors
California
$252K
CAL
164
Capital Analysts LLC
Pennsylvania
$251K +$56.4K +1,181 +29%
LFAS
165
Level Four Advisory Services
Texas
$246K +$27.1K +568 +12%
AAM
166
Advisors Asset Management
Colorado
$241K -$52.9K -1,106 -18%
PFA
167
Plotkin Financial Advisors
Maryland
$237K -$385K -8,064 -62%
NWMG
168
National Wealth Management Group
Ohio
$236K +$236K +4,935 New
PIA
169
Powell Investment Advisors
Florida
$232K
CA
170
Cambridge Advisors
Nebraska
$224K +$287 +6 +0.1%
CCM
171
Crabel Capital Management
California
$214K +$214K +4,482 New
SW
172
SkyOak Wealth
Michigan
$211K
GLA
173
Good Life Advisors
Pennsylvania
$207K -$151K -3,161 -42%
OWA
174
Outlook Wealth Advisors
Texas
$205K -$4.3K -90 -2%
LS
175
Leelyn Smith
Illinois
$197K -$1.53K -32 -0.8%

HYLS Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 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 Q4 2021, worth a combined $1.61B — up 1.5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 12 closed out — a net gain of 24 holders — while 81 added to existing stakes and 81 trimmed.

The largest buyer was Jane Street, adding an estimated $47.2M. The largest seller was Morgan Stanley, cutting an estimated $21.9M.

  • 217 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.61B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2021 and 12 closed out, a net change of +24 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2021 was Jane Street, an estimated $47.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2021 was Morgan Stanley, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2021.