HYLS icon

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

218 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.27B → $1.02B (-$253M)

Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
26
HBW Advisory Services
California
$5M
VWA
27
Visionary Wealth Advisors
Illinois
$4.89M
EE
28
EWG Elevate
California
$4.48M
SI
29
Stephens Inc
Arkansas
$4.37M
SWP
30
Stratos Wealth Partners
Ohio
$4.37M
Renaissance Technologies
31
Renaissance Technologies
New York
$4.32M
PG
32
Prostatis Group
Maryland
$4.28M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.24M
AAS
34
Avantax Advisory Services
Texas
$3.93M
AWS
35
Atria Wealth Solutions
New York
$3.85M
PAG
36
Private Advisor Group
New Jersey
$3.44M
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$3.35M
WS
38
Wedbush Securities
California
$3.07M
QCIG
39
Quad-Cities Investment Group
Iowa
$3.02M
JCM
40
Janney Capital Management
Pennsylvania
$2.92M
DWM
41
Darwin Wealth Management
Florida
$2.73M
KAS
42
Kestra Advisory Services
Texas
$2.67M
VAS
43
Vestmark Advisory Solutions
Massachusetts
$2.64M
BFA
44
Brendel Financial Advisors
New Hampshire
$2.64M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2.54M
PAG
46
Private Advisory Group
Washington
$2.52M
OPAM
47
Ocean Park Asset Management
California
$2.52M
PFS
48
Prospera Financial Services
Texas
$2.36M
AssetMark Inc
49
AssetMark Inc
California
$2.29M
Truist Financial
50
Truist Financial
North Carolina
$2.26M