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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
LS
176
Leelyn Smith
Illinois
$190K +$1.67K +36 +0.9%
Bessemer Group
177
Bessemer Group
New Jersey
$184K +$175K +3,783 +1,596%
1IA
178
1834 Investment Advisors
Wisconsin
$164K -$2.5K -54 -1%
AAM
179
Advisors Asset Management
Colorado
$153K -$78.1K -1,687 -33%
CF
180
Centaurus Financial
California
$105K -$1.8K -39 -2%
SPIA
181
Steward Partners Investment Advisory
New York
$103K +$14K +302 +16%
GRP
182
Global Retirement Partners
California
$94K +$106K +2,298 New
OIA
183
Optimum Investment Advisors
Illinois
$72K +$3.47K +75 +5%
HWM
184
Holloway Wealth Management
Florida
$70K
ACA
185
Aptus Capital Advisors
Alabama
$68K +$68.5K +1,479 New
MIFH
186
Migdal Insurance & Financial Holdings
Israel
$66K -$19K -410 -22%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$66K +$37.6K +812 +128%
CHC
188
City Holding Co
West Virginia
$62K
DWMG
189
DB Wealth Management Group
California
$62K
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$55.4K -$73.7K -1,593 -57%
BEI
191
Benjamin Edwards Inc
Missouri
$51K +$43.2K +933 +510%
BCMLT
192
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K +$52.3K +1,129 New
AIP
193
Ahrens Investment Partners
Louisiana
$46K
TWC
194
TD Waterhouse Canada
Ontario, Canada
$37.9K +$21.8K +471 +146%
CWA
195
Clearview Wealth Advisors
Oregon
$32K +$139 +3 +0.4%
AIC
196
Archer Investment Corporation
Indiana
$31.3K +$32.4K +700 New
AA
197
AlphaMark Advisors
Kentucky
$29K
CFD
198
Creative Financial Designs
Indiana
$28K +$9.07K +196 +47%
CTC
199
Central Trust Company
Missouri
$27K +$26.8K +580 New
PP
200
PFS Partners
New Jersey
$23.2K -$3.99M -86,212 -99%

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.