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

234 hedge funds and large institutions have $1.28B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

30% more capital invested

Capital invested by funds: $985M → $1.28B (+$293M)

10% more funds holding

Funds holding: 213234 (+21)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

22.09% less ownership

Funds ownership: 84.54%62.44% (-22%)

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
76
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$324K -$15.4K -369 -4%
T
152
Tidemark
California
$315K -$16.2K -388 -5%
CFGS
153
Concourse Financial Group Securities
Alabama
$315K
CAG
154
Csenge Advisory Group
Florida
$315K -$249K -5,975 -44%
IWN
155
Independent Wealth Network
Iowa
$314K +$317K +7,594 New
EH
156
Equitable Holdings
New York
$305K +$66.1K +1,584 +27%
FAM
157
Flaharty Asset Management
Florida
$296K
GIA
158
Gladstone Institutional Advisory
Florida
$292K -$406K -9,724 -58%
MWA
159
Merkkuri Wealth Advisors
New York
$289K -$2.08K -50 -0.7%
RIA
160
Realta Investment Advisors
Delaware
$288K +$289K +6,939 New
Mariner
161
Mariner
Kansas
$274K -$19.8K -474 -7%
AA
162
Armis Advisers
Georgia
$271K +$273K +6,554 New
MOS
163
MGO One Seven
Ohio
$271K +$34.6K +830 +15%
IFG
164
Independent Financial Group
California
$270K +$52.4K +1,256 +24%
SS
165
Sunbelt Securities
Texas
$265K -$53.3K -1,279 -17%
BPA
166
Beacon Pointe Advisors
California
$261K -$40.8K -978 -13%
RPCA
167
Running Point Capital Advisors
California
$258K
DE
168
Diversified Enterprises
Delaware
$251K -$2.46K -59 -1%
AC
169
Aristides Capital
Kentucky
$250K +$27.1K +650 +12%
IWC
170
Integrated Wealth Concepts
Massachusetts
$248K -$12.5K -300 -5%
QP
171
Quartz Partners
New York
$246K -$5.21K -125 -2%
AWM
172
Accel Wealth Management
Iowa
$246K -$57.8K -1,385 -19%
CAS
173
Coppell Advisory Solutions
Texas
$245K +$167K +3,997 +206%
M1FG
174
Mach-1 Financial Group
Arkansas
$234K +$125 +3 +0.1%
RFA
175
ROI Financial Advisors
Oregon
$234K +$3.09K +74 +1%

HYLS Hedge Fund Activity: Q4 2024 in Review

234 of the 7,592 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 2024, worth a combined $1.28B — up 30% from $985M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HYLS positions and 20 closed out — a net gain of 26 holders — while 76 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $14.2M. The largest seller was International Assets Investment Management, cutting an estimated $283M.

  • 234 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2024, up from 213 in Q3 2024.
  • Funds reported $1.28B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 46 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2024 and 20 closed out, a net change of +26 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2024 was Jane Street, an estimated $14.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2024.