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

203 hedge funds and large institutions have $1.6B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 201203 (+2)

1% less capital invested

Capital invested by funds: $1.62B → $1.6B (-$18.1M)

2.82% less ownership

Funds ownership: 73.04%70.22% (-2.8%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
97
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
176
Atlas Private Wealth Advisors
New Jersey
$96K +$13.7K +280 +17%
AIC
177
Ameritas Investment Company
Nebraska
$85.9K -$954K -19,539 -92%
CHC
178
City Holding Co
West Virginia
$84K +$18.1K +370 +27%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$73K -$17.1K -350 -19%
GRP
180
Global Retirement Partners
California
$69K
BEI
181
Benjamin Edwards Inc
Missouri
$58K -$37K -757 -39%
DWMG
182
DB Wealth Management Group
California
$47K +$7.52K +154 +19%
SPIA
183
Steward Partners Investment Advisory
New York
$38.9K +$8.2K +168 +27%
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$38K +$38.1K +780 New
CWA
185
Clearview Wealth Advisors
Oregon
$33K +$439 +9 +1%
S
186
SignatureFD
Georgia
$29K
AA
187
AlphaMark Advisors
Kentucky
$29K +$1.22K +25 +4%
TAM
188
Tucker Asset Management
Colorado
$22.5K +$4.39K +90 +24%
PCG
189
Private Capital Group
Connecticut
$22K +$21.7K +445 New
William Blair & Company
190
William Blair & Company
Illinois
$20K
TFS
191
TrustCore Financial Services
Tennessee
$19K
FHA
192
First Horizon Advisors
Tennessee
$19K +$19.5K +400 New
HIIFS
193
Harel Insurance Investments & Financial Services
Israel
$16K
MIM
194
MTM Investment Management
South Carolina
$16K
CFD
195
Creative Financial Designs
Indiana
$13K +$9.28K +190 +264%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10.3K +211 New
GFPC
197
Global Financial Private Client
Florida
$9.27K
SL
198
Savior LLC
Massachusetts
$7K
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$6K
LAS
200
Lloyd Advisory Services
Georgia
$6K +$732 +15 +15%

HYLS Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 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 2021, worth a combined $1.6B — down 1.1% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 19 closed out — a net gain of 4 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Jane Street, cutting an estimated $102M.

  • 203 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.6B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2021 and 19 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.7M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.