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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
1IA
176
1834 Investment Advisors
Wisconsin
$174K -$4.68K -98 -3%
CA
177
CoreCap Advisors
Michigan
$164K +$164K +3,427 New
APA
178
American Portfolios Advisors
New York
$145K +$239 +5 +0.2%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$134K +$134K +2,804 New
CF
180
Centaurus Financial
California
$112K -$9.89K -207 -8%
SPIA
181
Steward Partners Investment Advisory
New York
$93K +$46.1K +965 +98%
MIFH
182
Migdal Insurance & Financial Holdings
Israel
$89K -$59.7K -1,250 -40%
OIA
183
Optimum Investment Advisors
Illinois
$72K
DWMG
184
DB Wealth Management Group
California
$65K +$860 +18 +1%
BFEC
185
Benjamin F. Edwards & Company
Missouri
$64K -$45.3K -948 -41%
CHC
186
City Holding Co
West Virginia
$63K
AIP
187
Ahrens Investment Partners
Louisiana
$48K +$47.8K +1,000 New
CWA
188
Clearview Wealth Advisors
Oregon
$34K +$191 +4 +0.6%
S
189
SignatureFD
Georgia
$33K +$4.78K +100 +17%
MAM
190
Mystic Asset Management
Rhode Island
$33K +$33.5K +700 New
AA
191
AlphaMark Advisors
Kentucky
$30K
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$30K +$9.75K +204 +47%
CFCI
193
Comprehensive Financial Consultants Institutional
Indiana
$23K +$24.4K +510 New
PA
194
PSI Advisors
Florida
$21K -$3.87K -81 -16%
PCG
195
Private Capital Group
Connecticut
$21K
William Blair & Company
196
William Blair & Company
Illinois
$20K
CFD
197
Creative Financial Designs
Indiana
$20K +$2.39K +50 +14%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$19.6K +$15.4K +323 New
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$19K
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$19K

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.