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

127 hedge funds and large institutions have $834M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.25% less ownership

Funds ownership: 70.94%70.68% (-0.25%)

1% less funds holding

Funds holding: 128127 (-1)

3% less capital invested

Capital invested by funds: $861M → $834M (-$26.6M)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
16
Increased
53
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$151M -$6.59M -138,457 -4%
First Trust Advisors
2
First Trust Advisors
Illinois
$139M -$13.2M -277,123 -9%
ACM
3
Aviance Capital Management
Florida
$92M -$8.31M -174,700 -8%
Wells Fargo
4
Wells Fargo
California
$44.8M +$789K +16,577 +2%
AWMS
5
Advocacy Wealth Management Services
Georgia
$42.4M +$2.12M +44,486 +5%
JCM
6
Janney Capital Management
Pennsylvania
$35.9M -$658K -13,824 -2%
Bank of America
7
Bank of America
North Carolina
$28.8M +$1.03M +21,553 +4%
HI
8
Horizon Investments
North Carolina
$24.8M +$9.03M +189,697 +56%
UBS Group
9
UBS Group
Switzerland
$20.9M +$896K +18,818 +4%
LPL Financial
10
LPL Financial
California
$16.8M -$2.46M -51,751 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.7M +$301K +6,318 +2%
BFG
12
Beacon Financial Group
Texas
$14.8M -$349K -7,323 -2%
FAM
13
Flaharty Asset Management
Florida
$14.1M +$338K +7,109 +2%
FMP
14
Financial Management Professionals
Texas
$11.5M +$11.5M +241,879 +8,617%
IA
15
IFP Advisors
Florida
$10.3M +$1.59M +33,368 +18%
Stifel Financial
16
Stifel Financial
Missouri
$9.97M +$334K +7,019 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.74M +$277K +5,824 +3%
MAP
18
Milestone Advisory Partners
North Carolina
$8.88M -$428 -9 -0%
JIP
19
Jaffetilchin Investment Partners
Florida
$8.54M +$218K +4,579 +3%
PI
20
PFS Investments
Georgia
$8.11M +$2.66M +55,850 +48%
1IA
21
1834 Investment Advisors
Wisconsin
$7.58M -$209K -4,388 -3%
MMA
22
Miracle Mile Advisors
California
$7.09M +$176K +3,700 +3%
OCM
23
One Capital Management
California
$6M +$631K +13,257 +12%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$5.33M
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$4.73M +$365K +7,669 +8%

HYLS Hedge Fund Activity: Q2 2018 in Review

127 of the 4,368 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 2018, worth a combined $834M — down 3.1% from $861M a quarter earlier.

Fund positioning in HYLS was balanced in Q2 2018: 16 funds opened new positions, 16 closed out, 53 added to existing stakes and 42 trimmed.

The largest buyer was Financial Management Professionals, adding an estimated $11.5M. The largest seller was Jane Street, exiting entirely with an estimated $19.1M sold.

  • 127 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2018, down from 128 in Q1 2018.
  • Funds reported $834M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2018, down 3.1% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2018 and 16 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2018 was Financial Management Professionals, an estimated $11.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2018 was Jane Street, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2018.