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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
Morgan Stanley
1
Morgan Stanley
New York
$253M -$30.9M -729,968 -10%
First Trust Advisors
2
First Trust Advisors
Illinois
$140M +$15.4M +364,449 +11%
Wells Fargo
3
Wells Fargo
California
$96.9M -$21.9M -515,770 -17%
LPL Financial
4
LPL Financial
California
$64.4M +$843K +19,884 +1%
UBS Group
5
UBS Group
Switzerland
$45M -$14.4M -338,958 -23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$43.6M +$7.86M +185,503 +20%
Bank of America
7
Bank of America
North Carolina
$38M +$1.2M +28,284 +3%
OCM
8
One Capital Management
California
$30.7M -$3.07M -72,496 -8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.5M -$2.16M -50,886 -7%
PNC
10
Park National Corp
Ohio
$19.7M +$658K +15,528 +3%
DWM
11
Darwin Wealth Management
Florida
$19.6M +$1.06M +24,901 +6%
Stifel Financial
12
Stifel Financial
Missouri
$15.6M -$583K -13,763 -3%
BFG
13
Beacon Financial Group
Texas
$15.3M -$284K -6,698 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$14.7M -$2.55M -60,063 -14%
CAG
15
Csenge Advisory Group
Florida
$13.8M +$1.98M +46,826 +15%
Osaic Holdings
16
Osaic Holdings
Arizona
$12.1M -$509K -12,009 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$11M +$2.99M +70,654 +34%
Truist Financial
18
Truist Financial
North Carolina
$10.2M -$3.45M -81,302 -24%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.57M -$699K -16,498 -6%
RJA
20
Raymond James & Associates
Florida
$9.05M +$2.27M +53,645 +30%
PAG
21
Private Advisor Group
New Jersey
$7.29M -$5.69M -134,275 -42%
AWA
22
Arkadios Wealth Advisors
Georgia
$6.9M -$46.7K -1,102 -0.6%
RA
23
RiverTree Advisors
Florida
$6.79M -$2.79M -65,728 -27%
AWM
24
AE Wealth Management
Kansas
$6.74M -$1.54M -36,268 -17%
IA
25
IFP Advisors
Florida
$6.31M

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.