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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 %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$2.59M +$2.59M +65,976 New
AAS
52
Avantax Advisory Services
Texas
$2.52M +$390K +9,931 +18%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$2.44M +$132K +3,363 +6%
GM
54
GeoWealth Management
Illinois
$2.38M +$1.69M +42,979 +244%
BCP
55
Blackhawk Capital Partners
Wisconsin
$2.37M -$2.02M -51,526 -46%
NA
56
NewEdge Advisors
Louisiana
$2.36M +$368K +9,389 +18%
AWM
57
AE Wealth Management
Kansas
$2.35M -$2.39M -60,926 -50%
LI
58
LVZ Inc
Michigan
$2.19M -$1.17M -29,854 -35%
Citadel Advisors
59
Citadel Advisors
Florida
$2.13M +$2.13M +54,176 New
PG
60
Prostatis Group
Maryland
$2.02M -$65.2M -1,623,172 -97%
LCWP
61
Legacy Capital Wealth Partners
Arkansas
$1.92M +$623K +15,880 +48%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$1.84M +$1.84M +46,859 New
WWM
63
Wagner Wealth Management
South Carolina
$1.8M -$130K -3,325 -7%
RWPA
64
Richard W. Paul & Associates
Michigan
$1.75M +$143K +3,639 +9%
QCIG
65
Quad-Cities Investment Group
Iowa
$1.75M +$432K +11,017 +33%
KPWS
66
Kestra Private Wealth Services
Texas
$1.72M -$89.9K -2,291 -5%
CF
67
Centaurus Financial
California
$1.66M -$561K -14,299 -25%
IAN
68
Integrated Advisors Network
Texas
$1.65M +$100K +2,548 +6%
AAS
69
Ameritas Advisory Services
Nebraska
$1.63M +$467K +12,091 +40%
FA
70
Flagstar Advisors
New York
$1.62M +$48.4K +1,234 +3%
BFG
71
Beacon Financial Group
Texas
$1.55M -$10.4M -262,016 -87%
CA
72
Cetera Advisors
Colorado
$1.51M -$299K -7,626 -17%
SCA
73
Snowden Capital Advisors
New York
$1.49M +$132K +3,371 +10%
SWM
74
Spire Wealth Management
Virginia
$1.48M -$821K -20,926 -36%
JWCA
75
J.W. Cole Advisors
Florida
$1.37M +$39.5K +1,006 +3%
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