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

206 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 72.58%68.55% (-4%)

7% less funds holding

Funds holding: 222206 (-16)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

22% less capital invested

Capital invested by funds: $1.43B → $1.11B (-$316M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
19
Increased
72
Reduced
87
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$263K +$54.7K +1,291 +24%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$258K -$26.5K -626 -9%
DADC
153
D.A. Davidson & Co
Montana
$247K +$11.5K +271 +4%
IWM
154
IHT Wealth Management
Illinois
$234K -$8.31K -196 -3%
LFAS
155
Level Four Advisory Services
Texas
$225K -$30.4K -717 -11%
SFS
156
Security Financial Services
Indiana
$225K +$244K +5,759 New
APA
157
American Portfolios Advisors
New York
$219K -$33.9K -800 -12%
PPWM
158
Paragon Private Wealth Management
Kentucky
$212K
LMKC
159
L.M. Kohn & Company
Ohio
$202K -$5.47K -129 -2%
1IA
160
1834 Investment Advisors
Wisconsin
$131K -$9.92K -234 -7%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$127K +$76.2K +1,798 +124%
GRP
162
Global Retirement Partners
California
$100K +$10.7K +253 +11%
CFD
163
Creative Financial Designs
Indiana
$82K +$62.6K +1,478 +240%
MCC
164
Money Concepts Capital
Florida
$62K -$401K -9,459 -86%
OIA
165
Optimum Investment Advisors
Illinois
$62K
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$59K +$58.4K +1,379 +1,053%
ACA
167
Aptus Capital Advisors
Alabama
$58K
MIFH
168
Migdal Insurance & Financial Holdings
Israel
$56K
CHC
169
City Holding Co
West Virginia
$53K
DWMG
170
DB Wealth Management Group
California
$53K
BCMLT
171
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K
SPIA
172
Steward Partners Investment Advisory
New York
$47K -$44.3K -1,045 -46%
PTC
173
Private Trust Company
Ohio
$47K +$50.8K +1,198 New
BEI
174
Benjamin Edwards Inc
Missouri
$45K +$1.7K +40 +4%
AIP
175
Ahrens Investment Partners
Louisiana
$39K

HYLS Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 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 2022, worth a combined $1.11B — down 22% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HYLS and 19 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 72 added.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 206 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2022, down from 222 in Q1 2022.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2022 and 34 closed out, a net change of -15 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2022 was First Trust Advisors, an estimated $15.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2022 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.