HYLS icon

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

Overview Fund Activity

197 hedge funds and large institutions have $925M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-13
Holders Change %
-6.19%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
18
Increased
74
Reduced
74
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.3M
2
KWM
Kingsview Wealth Management
Oregon
$8.92M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.51M
4
OCM
One Capital Management
California
$53.2M
5
OPAM
Ocean Park Asset Management
California
$4.86M

Top Sellers

1
PG
Prostatis Group
Maryland
$2.02M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.2M
3
Morgan Stanley
Morgan Stanley
New York
$163M
4
Jane Street
Jane Street
New York
$3.27M
5
Wells Fargo
Wells Fargo
California
$84.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Advisory Alpha
Michigan
$5.75M -$161K -4,094 -3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$5.57M +$3M +76,383 +116%
AWS
28
Atria Wealth Solutions
New York
$4.96M +$1.68M +42,724 +51%
HAS
29
HBW Advisory Services
California
$4.91M +$1.12M +28,642 +30%
OPAM
30
Ocean Park Asset Management
California
$4.86M +$4.86M +123,900 New
Citigroup
31
Citigroup
New York
$4.78M +$76.1K +1,940 +2%
HI
32
Harbour Investments
Wisconsin
$4.61M -$164K -4,187 -3%
DWM
33
Darwin Wealth Management
Florida
$4.01M -$7.98M -203,337 -67%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$3.98M -$507K -12,921 -11%
ACA
35
Ascension Capital Advisors
Texas
$3.76M – – –
CAN
36
Cetera Advisor Networks
California
$3.69M +$939K +23,935 +34%
CCFM
37
Clear Creek Financial Management
Washington
$3.68M +$2.7M +68,708 +273%
WS
38
Wedbush Securities
California
$3.6M +$104K +2,642 +3%
KAS
39
Kestra Advisory Services
Texas
$3.6M -$111K -2,841 -3%
SWP
40
Stratos Wealth Partners
Ohio
$3.35M +$603K +15,360 +22%
Jane Street
41
Jane Street
New York
$3.27M -$18.4M -468,440 -85%
EE
42
EWG Elevate
California
$3.22M -$354K -9,030 -10%
BFA
43
Brendel Financial Advisors
New Hampshire
$3.19M +$309K +7,879 +11%
JCM
44
Janney Capital Management
Pennsylvania
$3.18M +$422K +10,763 +15%
Renaissance Technologies
45
Renaissance Technologies
New York
$3.04M -$47.4K -1,208 -2%
PFS
46
Prospera Financial Services
Texas
$2.85M -$521K -13,282 -15%
MMA
47
Miracle Mile Advisors
California
$2.82M +$154K +3,922 +6%
KA
48
Kovack Advisors
Florida
$2.8M -$216K -5,495 -7%
Truist Financial
49
Truist Financial
North Carolina
$2.75M -$181K -4,626 -6%
ECA
50
Elevated Capital Advisors
Utah
$2.7M -$2.49M -63,516 -48%
1
2
3 4 5