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
OC
51
Oppenheimer & Co
New York
$2.23M
RW
52
Rockport Wealth
Ohio
$2.19M
HI
53
Harbour Investments
Wisconsin
$2.17M
DC
54
Davenport & Co
Virginia
$2.06M
RA
55
RiverTree Advisors
Florida
$2M
HIS
56
Harvest Investment Services
Illinois
$1.93M
USCWA
57
U.S. Capital Wealth Advisors
Texas
$1.92M
JWCA
58
J.W. Cole Advisors
Florida
$1.9M
BAWM
59
Bennett Associates Wealth Management
Pennsylvania
$1.87M
DADC
60
D.A. Davidson & Co
Montana
$1.78M
SF
61
Summit Financial
New Jersey
$1.64M
CPIG
62
Chicago Partners Investment Group
Illinois
$1.62M
SFP
63
Strategic Financial Partners
Oregon
$1.62M
BEI
64
Benjamin Edwards Inc
Missouri
$1.61M
AAS
65
Ameritas Advisory Services
Nebraska
$1.6M
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$1.49M
FPWM
67
FSB Premier Wealth Management
Iowa
$1.38M
KPWS
68
Kestra Private Wealth Services
Texas
$1.37M
KA
69
Kovack Advisors
Florida
$1.32M
MAM
70
Milestone Asset Management
Pennsylvania
$1.32M
LCWP
71
Legacy Capital Wealth Partners
Arkansas
$1.29M
LIA
72
Luken Investment Analytics
Tennessee
$1.27M
SWM
73
Spire Wealth Management
Virginia
$1.26M
LI
74
LVZ Inc
Michigan
$1.21M
WCM
75
Winebrenner Capital Management
Kentucky
$1.17M