We are live on ! Find out more
HYLS icon

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

216 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$6.23M)

2.1% less ownership

Funds ownership: 62.28%60.18% (-2.1%)

3% less funds holding

Funds holding: 222216 (-6)

21% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 97

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
77
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$2.36M -$2M -48,661 -46%
RW
52
Rockport Wealth
Ohio
$2.36M +$129K +3,133 +6%
Truist Financial
53
Truist Financial
North Carolina
$2.24M -$53.3K -1,294 -2%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$2.06M +$107K +2,598 +6%
SWM
55
Spire Wealth Management
Virginia
$1.99M +$703K +17,079 +56%
HI
56
Harbour Investments
Wisconsin
$1.99M -$210K -5,102 -10%
HIS
57
Harvest Investment Services
Illinois
$1.97M +$8.15K +198 +0.4%
AAS
58
Avantax Advisory Services
Texas
$1.95M -$2.02M -49,055 -51%
BAWM
59
Bennett Associates Wealth Management
Pennsylvania
$1.91M -$288 -7 -0%
JWCA
60
J.W. Cole Advisors
Florida
$1.89M -$47.5K -1,153 -2%
RA
61
RiverTree Advisors
Florida
$1.72M -$310K -7,536 -15%
DC
62
Davenport & Co
Virginia
$1.7M -$386K -9,374 -19%
CPIG
63
Chicago Partners Investment Group
Illinois
$1.7M +$59.9K +1,456 +4%
ASN
64
Advisory Services Network
Georgia
$1.67M +$700K +17,010 +74%
KPWS
65
Kestra Private Wealth Services
Texas
$1.66M +$262K +6,360 +19%
BEI
66
Benjamin Edwards Inc
Missouri
$1.66M +$16.4K +398 +1%
SFP
67
Strategic Financial Partners
Oregon
$1.65M +$7.28K +177 +0.4%
FPWM
68
FSB Premier Wealth Management
Iowa
$1.49M +$83.1K +2,019 +6%
AAS
69
Ameritas Advisory Services
Nebraska
$1.48M -$140K -3,406 -9%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$1.46M -$56.7K -1,377 -4%
Comerica Bank
71
Comerica Bank
Texas
$1.45M +$320K +7,778 +29%
FA
72
Fountainhead AM
New Jersey
$1.45M +$762K +18,519 +115%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$1.28M -$1.29M -31,444 -51%
WCM
74
Winebrenner Capital Management
Kentucky
$1.24M +$46.7K +1,134 +4%
KA
75
Kovack Advisors
Florida
$1.22M -$120K -2,924 -9%

HYLS Hedge Fund Activity: Q2 2025 in Review

216 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q2 2025, worth a combined $1.02B — down 0.61% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYLS and 16 opened new positions — a net loss of 5 holders — while 97 trimmed existing stakes and 77 added.

The largest buyer was Jane Street, opening a new position worth an estimated $17.6M. The largest seller was LPL Financial, cutting an estimated $13.8M.

  • 216 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2025, down from 222 in Q1 2025.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2025 and 21 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2025 was Jane Street, an estimated $17.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2025 was LPL Financial, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2025.