HYLS icon

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

204 hedge funds and large institutions have $1.04B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
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
RW
51
Rockport Wealth
Ohio
$2.1M
DC
52
Davenport & Co
Virginia
$2.07M
USCWA
53
U.S. Capital Wealth Advisors
Texas
$2.07M
HIS
54
Harvest Investment Services
Illinois
$2.03M
CPIG
55
Chicago Partners Investment Group
Illinois
$2.01M
Mariner
56
Mariner
Kansas
$1.93M
FA
57
Fountainhead AM
New Jersey
$1.84M
FPWM
58
FSB Premier Wealth Management
Iowa
$1.82M
JWCA
59
J.W. Cole Advisors
Florida
$1.81M
BEI
60
Benjamin Edwards Inc
Missouri
$1.72M
SFP
61
Strategic Financial Partners
Oregon
$1.71M
ASN
62
Advisory Services Network
Georgia
$1.68M
KPWS
63
Kestra Private Wealth Services
Texas
$1.67M
RA
64
RiverTree Advisors
Florida
$1.54M
Comerica Bank
65
Comerica Bank
Texas
$1.53M
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$1.49M
AWA
67
Acorn Wealth Advisors
Michigan
$1.4M
WCM
68
Winebrenner Capital Management
Kentucky
$1.37M
LCWP
69
Legacy Capital Wealth Partners
Arkansas
$1.34M
AAS
70
Ameritas Advisory Services
Nebraska
$1.28M
KA
71
Kovack Advisors
Florida
$1.24M
LI
72
LVZ Inc
Michigan
$1.18M
OC
73
Oppenheimer & Co
New York
$1.13M
MWAM
74
Manhattan West Asset Management
California
$1.12M
CCA
75
Cottonwood Capital Advisors
Utah
$1.09M