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

206 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 72.58%68.55% (-4%)

7% less funds holding

Funds holding: 222206 (-16)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

22% less capital invested

Capital invested by funds: $1.43B → $1.11B (-$316M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
19
Increased
72
Reduced
87
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$2K
GFPC
202
Global Financial Private Client
Florida
$1.87K -$5.64K -133 -74%
BRWM
203
B. Riley Wealth Management
Tennessee
$1.69K -$333K -7,851 -15%
EWA
204
EverSource Wealth Advisors
Alabama
$1K
SFA
205
Semmax Financial Advisors
North Carolina
$1K
MF
206
Manchester Financial
California
-$19.8M -433,333 Closed
RWP
207
RWA Wealth Partners
Massachusetts
-$7.95M -173,698 Closed
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
-$6.91M -153,591 Closed
RGF
209
Retirement Guys Formula
Ohio
-$4.96M -108,393 Closed
MWM
210
Mattern Wealth Management
Kansas
-$4.33M -94,598 Closed
FTUS
211
Flow Traders U.S.
New York
-$2.45M -53,633 Closed
FPGK
212
Financial Partners Group (Kansas)
Kansas
-$1.45M -31,617 Closed
CCIA
213
Cherry Creek Investment Advisors
Colorado
-$1.39M -30,278 Closed
State of Tennessee, Department of Treasury
214
State of Tennessee, Department of Treasury
Tennessee
-$962K -21,016 Closed
SB
215
Strategic Blueprint
Georgia
-$750K -16,386 Closed
BCP
216
Blackhawk Capital Partners
Wisconsin
-$664K -14,520 Closed
OMC
217
Old Mission Capital
Illinois
-$485K -10,609 Closed
EH
218
Equitable Holdings
New York
-$392K -8,569 Closed
ASN
219
Advisory Services Network
Georgia
-$387K -8,455 Closed
AWM
220
Accurate Wealth Management
Florida
-$353K -7,710 Closed
VAG
221
VisionPoint Advisory Group
Texas
-$311K -7,458 Closed
RIA
222
Regal Investment Advisors
Michigan
-$309K -6,750 Closed
AFA
223
American Financial Advisors
Georgia
-$290K -6,342 Closed
AA
224
Auxano Advisors
Washington
-$275K -6,008 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$270K -5,907 Closed

HYLS Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 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 Q2 2022, worth a combined $1.11B — down 22% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HYLS and 19 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 72 added.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 206 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2022, down from 222 in Q1 2022.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2022 and 34 closed out, a net change of -15 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2022 was First Trust Advisors, an estimated $15.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2022 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.