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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
FA
201
Faithward Advisors
Pennsylvania
$8.68K
PAG
202
Private Advisor Group
New Jersey
$7.93K +$75.8K +1,927 +1%
BEI
203
Benjamin Edwards Inc
Missouri
$7K
CWA
204
Clearview Wealth Advisors
Oregon
$6.2K -$511 -13 -8%
SIS
205
Sound Income Strategies
Florida
$5.14K
TSWM
206
Tyler-Stone Wealth Management
Ohio
$4K
TAM
207
Tucker Asset Management
Colorado
$3.97K
OIA
208
Optimum Investment Advisors
Illinois
$2.92K -$19.7K -500 -87%
NMG
209
New Millennium Group
Utah
$2.66K -$118 -3 -4%
S
210
SignatureFD
Georgia
$2.18K
BFEC
211
Benjamin F. Edwards & Company
Missouri
$2K -$391K -9,936 -100%
AssetMark Inc
212
AssetMark Inc
California
$1.91K
EWA
213
EverSource Wealth Advisors
Alabama
$1.36K
BNP Paribas Financial Markets
214
BNP Paribas Financial Markets
France
$1.28K -$984 -25 -43%
SFA
215
Semmax Financial Advisors
North Carolina
$1K
PPWM
216
PFG Private Wealth Management
Florida
$1K +$1.26K +32 New
HCP
217
Hexagon Capital Partners
Arkansas
$896 -$10.2K -260 -92%
RIA
218
Realta Investment Advisors
Delaware
$545 -$82.1K -2,086 -99%
PA
219
PSI Advisors
Florida
$117
Fidelity Investments
220
Fidelity Investments
Massachusetts
$39 -$197 -5 -83%
AOG
221
Alpha Omega Group
Virginia
-$3.21M -83,667 Closed
CA
222
Crumly & Associates
Illinois
-$1.58M -41,200 Closed
HighTower Advisors
223
HighTower Advisors
Illinois
-$764K -19,970 Closed
PWA
224
PCG Wealth Advisors
Kansas
-$546K -14,150 Closed
PFA
225
Pinnacle Family Advisors
Missouri
-$442K -11,534 Closed

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.