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

Overview Fund Activity

209 hedge funds and large institutions have $884M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
76
Reduced
79
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$176M
2
LPL Financial
LPL Financial
California
$102M
3
CIA
Concurrent Investment Advisors
Florida
$8.12M
4
KA
Kovack Advisors
Florida
$3.01M
5
First Trust Advisors
First Trust Advisors
Illinois
$105M

Top Sellers

1
OCM
One Capital Management
California
$14.3M
2
CAG
Csenge Advisory Group
Florida
$832K
3
UBS Group
UBS Group
Switzerland
$36.5M
4
AWA
Arkadios Wealth Advisors
Georgia
$625K
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
51
Quad-Cities Investment Group
Iowa
$2.34M +$167K +4,115 +8%
HI
52
Harbour Investments
Wisconsin
$2.32M -$2.44M -59,939 -51%
KPWS
53
Kestra Private Wealth Services
Texas
$2.21M +$13.2K +326 +0.6%
OC
54
Oppenheimer & Co
New York
$2.17M +$221K +5,447 +11%
EE
55
EWG Elevate
California
$2.09M +$87.5K +2,154 +4%
LCWP
56
Legacy Capital Wealth Partners
Arkansas
$2.08M +$1.15M +28,182 +122%
TC
57
TAP Consulting
Missouri
$2.05M +$103K +2,523 +5%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$1.92M +$39.1K +962 +2%
JWCA
59
J.W. Cole Advisors
Florida
$1.85M -$5.2K -128 -0.3%
IAN
60
Integrated Advisors Network
Texas
$1.77M +$119K +2,933 +7%
AssetMark Inc
61
AssetMark Inc
California
$1.76M +$376K +9,257 +27%
DADC
62
D.A. Davidson & Co
Montana
$1.71M +$88.5K +2,179 +5%
AAS
63
Ameritas Advisory Services
Nebraska
$1.68M +$18.9K +464 +1%
CPIG
64
Chicago Partners Investment Group
Illinois
$1.67M +$183K +4,466 +12%
AA
65
Advisory Alpha
Michigan
$1.66M -$4.2M -103,280 -72%
FA
66
Flagstar Advisors
New York
$1.61M -$18.9K -464 -1%
BAWM
67
Bennett Associates Wealth Management
Pennsylvania
$1.52M +$38.1K +938 +3%
BCM
68
Brookstone Capital Management
Illinois
$1.52M +$115K +2,799 +8%
SFP
69
Strategic Financial Partners
Oregon
$1.41M -$135K -3,326 -9%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$1.41M +$1.41M +34,725 New
Comerica Bank
71
Comerica Bank
Texas
$1.32M +$185K +4,553 +16%
OIA
72
OneDigital Investment Advisors
Kansas
$1.29M +$61.1K +1,503 +5%
CCA
73
Cottonwood Capital Advisors
Utah
$1.28M -$9.01K -221 -0.7%
SWM
74
Spire Wealth Management
Virginia
$1.26M -$69.2K -1,703 -5%
LI
75
LVZ Inc
Michigan
$1.24M -$73.2K -1,801 -6%
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