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

Overview Fund Activity

210 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
21
Increased
79
Reduced
82
Closed
13
Calls
–
Puts
$1.19M
Net Calls
-$1.19M
Net Calls Change
-$1.19M

Top Buyers

1
AA
Advisory Alpha
Michigan
$5.97M
2
OCM
One Capital Management
California
$48.4M
3
CAG
Csenge Advisory Group
Florida
$23.7M
4
BCP
Blackhawk Capital Partners
Wisconsin
$4.44M
5
LPL Financial
LPL Financial
California
$78.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$105M
2
Morgan Stanley
Morgan Stanley
New York
$185M
3
SI
Stephens Inc
Arkansas
$2.12M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$4.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
76
Harvest Investment Services
Illinois
$1.32M -$14.3K -362 -1%
LCWP
77
Legacy Capital Wealth Partners
Arkansas
$1.31M +$45.7K +1,153 +4%
APWM
78
Atlas Private Wealth Management
New York
$1.24M +$21.5K +543 +2%
SFP
79
Strategic Financial Partners
Oregon
$1.2M +$4.44K +112 +0.4%
FCM
80
Family Capital Management
Michigan
$1.2M -$238 -6 -0%
BCM
81
Brookstone Capital Management
Illinois
$1.19M +$519K +13,272 +78%
AAS
82
Ameritas Advisory Services
Nebraska
$1.18M -$243K -6,219 -17%
TLFA
83
True Link Financial Advisors
California
$1.09M – – –
DFA
84
DHJJ Financial Advisors
Illinois
$1.09M +$62.4K +1,575 +6%
MWAM
85
Manhattan West Asset Management
California
$1.05M -$1.79M -45,145 -63%
CA
86
CoreCap Advisors
Michigan
$1.05M +$1.05M +26,414 New
CCFM
87
Clear Creek Financial Management
Washington
$996K -$3.61M -91,144 -78%
OIA
88
OneDigital Investment Advisors
Kansas
$985K +$121K +3,042 +14%
AF
89
Advisornet Financial
Minnesota
$958K +$96.2K +2,427 +11%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$956K -$5.94K -150 -0.6%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$914K -$389K -9,824 -30%
OC
92
Oppenheimer & Co
New York
$910K +$324K +8,181 +55%
CWM
93
Cranbrook Wealth Management
Michigan
$910K -$112K -2,834 -11%
WAM
94
Walker Asset Management
Missouri
$821K – – –
WWA
95
WCG Wealth Advisors
Nevada
$797K -$19.2K -484 -2%
CIAS
96
Capital Investment Advisory Services
North Carolina
$792K -$48.6K -1,226 -6%
MMHP
97
Murphy Middleton Hinkle & Parker
Georgia
$780K -$66.9K -1,689 -8%
VWA
98
Visionary Wealth Advisors
Illinois
$768K +$768K +19,379 New
C
99
CEDRUS
Colorado
$766K -$505K -12,742 -40%
EC
100
EdgeRock Capital
Colorado
$763K +$83.4K +2,104 +12%
2 3
4
5 6