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

197 hedge funds and large institutions have $1.58B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less capital invested

Capital invested by funds: $1.64B → $1.58B (-$56.4M)

1% less funds holding

Funds holding: 199197 (-2)

1.42% less ownership

Funds ownership: 69.47%68.05% (-1.4%)

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
18
Increased
79
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$414M +$3.2M +66,212 +0.8%
Wells Fargo
2
Wells Fargo
California
$149M +$1.22M +25,236 +0.8%
First Trust Advisors
3
First Trust Advisors
Illinois
$107M -$12.2M -252,551 -10%
LPL Financial
4
LPL Financial
California
$90.1M +$12.5M +258,630 +16%
Bank of America
5
Bank of America
North Carolina
$64.1M -$4.55M -94,070 -7%
UBS Group
6
UBS Group
Switzerland
$62.3M -$6M -124,042 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$44.5M -$895K -18,500 -2%
OCM
8
One Capital Management
California
$40.5M +$5.09M +105,191 +14%
Stifel Financial
9
Stifel Financial
Missouri
$25.6M -$1.83M -37,903 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$24.3M -$120K -2,480 -0.5%
PNC
11
Park National Corp
Ohio
$22.3M +$1.55M +32,079 +7%
DWM
12
Darwin Wealth Management
Florida
$22.1M -$55.8K -1,153 -0.3%
Truist Financial
13
Truist Financial
North Carolina
$19.3M +$203K +4,206 +1%
PAG
14
Private Advisor Group
New Jersey
$18.7M -$2.85M -58,987 -13%
BFG
15
Beacon Financial Group
Texas
$18.6M +$127K +2,628 +0.7%
GIA
16
Gladstone Institutional Advisory
Florida
$17.6M +$487K +10,069 +3%
RWP
17
RWA Wealth Partners
Massachusetts
$17.5M +$372K +7,683 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.2M -$1.85M -38,206 -10%
MF
19
Manchester Financial
California
$15.1M +$15.2M +313,484 New
CAG
20
Csenge Advisory Group
Florida
$14.4M +$388K +8,030 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.8M +$52K +1,076 +0.4%
BFG
22
Berger Financial Group
Minnesota
$13.7M +$290K +6,006 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.3M -$698K -14,443 -5%
GM
24
GeoWealth Management
Illinois
$12.9M +$12.9M +267,469 New
Citadel Advisors
25
Citadel Advisors
Florida
$12.4M -$21M -434,033 -63%

HYLS Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 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 Q3 2021, worth a combined $1.58B — down 3.4% from $1.64B a quarter earlier.

Fund positioning in HYLS was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 79 added to existing stakes and 74 trimmed.

The largest buyer was Manchester Financial, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $21M.

  • 197 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2021, down from 199 in Q2 2021.
  • Funds reported $1.58B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
  • 18 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2021 was Manchester Financial, an estimated $15.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2021 was Citadel Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2021.