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

222 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 217222 (+5)

2.01% more ownership

Funds ownership: 70.57%72.58% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

11% less capital invested

Capital invested by funds: $1.61B → $1.43B (-$180M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
27
Increased
88
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
151
VisionPoint Advisory Group
Texas
$311K -$11.6K -251 -3%
RIA
152
Regal Investment Advisors
Michigan
$309K +$46.3K +1,000 +17%
MWM
153
Maripau Wealth Management
Indiana
$309K +$327K +7,066 New
IA
154
IFG Advisory
Georgia
$308K -$6.94K -150 -2%
LFAS
155
Level Four Advisory Services
Texas
$296K +$61.4K +1,327 +26%
APA
156
American Portfolios Advisors
New York
$293K +$156K +3,379 +112%
ATPW
157
Ashton Thomas Private Wealth
Arizona
$292K -$1.82M -39,395 -86%
AFA
158
American Financial Advisors
Georgia
$290K -$42.6K -920 -13%
IWM
159
IHT Wealth Management
Illinois
$282K -$10.6K -230 -4%
DADC
160
D.A. Davidson & Co
Montana
$276K +$28.6K +618 +11%
AA
161
Auxano Advisors
Washington
$275K -$97.7K -2,110 -26%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$270K +$273K +5,907 New
AWM
163
Apollon Wealth Management
South Carolina
$248K -$189K -4,082 -43%
CAL
164
Capital Analysts LLC
Pennsylvania
$248K +$8.19K +177 +3%
CA
165
CoreCap Advisors
Michigan
$242K +$86.1K +1,860 +54%
LMKC
166
L.M. Kohn & Company
Ohio
$242K +$244K +5,281 New
NWMG
167
National Wealth Management Group
Ohio
$231K +$5.51K +119 +2%
PPWM
168
Paragon Private Wealth Management
Kentucky
$227K
PIA
169
Powell Investment Advisors
Florida
$222K
OPS
170
Orion Portfolio Solutions
Nebraska
$222K +$224K +4,845 New
CA
171
Cambridge Advisors
Nebraska
$216K +$2.5K +54 +1%
FPWM
172
FSB Premier Wealth Management
Iowa
$210K +$209K +4,514 +1,660%
MHS
173
M Holdings Securities
Oregon
$205K +$207K +4,483 New
SW
174
SkyOak Wealth
Michigan
$202K
PFA
175
Plotkin Financial Advisors
Maryland
$202K -$25.6K -553 -11%

HYLS Hedge Fund Activity: Q1 2022 in Review

222 of the 6,340 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 2022, worth a combined $1.43B — down 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HYLS positions and 19 closed out — a net gain of 8 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $45.8M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $1.43B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2022 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2022 was First Trust Advisors, an estimated $45.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2022 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2022.