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

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

9% more funds holding

Funds holding: 202220 (+18)

1.8% more ownership

Funds ownership: 65.64%67.44% (+1.8%)

4% less capital invested

Capital invested by funds: $1.06B → $1.02B (-$37.3M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

43% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 101

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
176
Guardian Wealth Advisors (North Carolina)
North Carolina
$57.6K +$58.2K +1,479 New
MIFH
177
Migdal Insurance & Financial Holdings
Israel
$56K
CHC
178
City Holding Co
West Virginia
$52.8K
AA
179
AlphaMark Advisors
Kentucky
$38K
BCMLT
180
Beacon Capital Management LLC (Tennessee)
Tennessee
$36K -$7.95K -202 -18%
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$30K +$30.3K +770 New
LS
182
Leelyn Smith
Illinois
$29.9K
AIC
183
Archer Investment Corporation
Indiana
$27.3K
BTI
184
Blue Trust Inc
Georgia
$27K -$11.4K -289 -29%
Bessemer Group
185
Bessemer Group
New Jersey
$24K +$24.3K +617 New
TWC
186
TD Waterhouse Canada
Ontario, Canada
$21.8K -$11.6K -294 -37%
CAS
187
Coppell Advisory Solutions
Texas
$20.5K +$20.7K +527 New
CASC
188
Coppell Advisory Solutions Corp
Texas
$20.5K +$20.7K +527 New
NFSG
189
Newbridge Financial Services Group
Florida
$19.5K +$19.7K +500 New
PP
190
PFS Partners
New Jersey
$19K
William Blair & Company
191
William Blair & Company
Illinois
$16K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$15.6K +$39 +1 +0.3%
ADL
193
Asset Dedication LLC
California
$15K
TFS
194
TrustCore Financial Services
Tennessee
$14.9K
BAM
195
Belpointe Asset Management
Nevada
$14.2K +$14.4K +365 New
HWM
196
HighMark Wealth Management
Minnesota
$13.3K
MIM
197
MTM Investment Management
South Carolina
$12.5K
TRCT
198
Tower Research Capital (TRC)
New York
$11K +$10.7K +272 New
FGAM
199
Financial Gravity Asset Management
Texas
$9.09K +$1.53K +39 New
CA
200
Crewe Advisors
Utah
$8.92K +$9.01K +229 New

HYLS Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 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 2022, worth a combined $1.02B — down 3.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 16 closed out — a net gain of 20 holders — while 58 added to existing stakes and 101 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 220 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2022, up from 202 in Q3 2022.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2022 and 16 closed out, a net change of +20 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2022 was Jane Street, an estimated $23.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2022 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2022.