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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 %
GIA
76
Gladstone Institutional Advisory
Florida
$1.37M -$107K -2,717 -7%
CCA
77
Cottonwood Capital Advisors
Utah
$1.34M -$66K -1,683 -5%
HIS
78
Harvest Investment Services
Illinois
$1.3M -$8.4K -214 -0.6%
FTUS
79
Flow Traders U.S.
New York
$1.29M -$48.9K -1,246 -4%
OC
80
Oppenheimer & Co
New York
$1.24M +$339K +8,639 +38%
APWM
81
Atlas Private Wealth Management
New York
$1.24M +$7.02K +179 +0.6%
CA
82
CoreCap Advisors
Michigan
$1.23M +$190K +4,853 +18%
AF
83
Advisornet Financial
Minnesota
$1.23M +$278K +7,084 +29%
SFP
84
Strategic Financial Partners
Oregon
$1.2M +$9.77K +249 +0.8%
BCM
85
Brookstone Capital Management
Illinois
$1.19M +$28.1K +734 +2%
FCM
86
Family Capital Management
Michigan
$1.18M -$3.69K -94 -0.3%
TLFA
87
True Link Financial Advisors
California
$1.11M +$32.1K +818 +3%
Comerica Bank
88
Comerica Bank
Texas
$1.08M +$1.08M +27,614 New
AI
89
Atria Investments
North Carolina
$1.08M +$1.08M +27,582 New
DADC
90
D.A. Davidson & Co
Montana
$1.04M +$420K +10,716 +67%
MWAM
91
Manhattan West Asset Management
California
$1.02M – – –
OIA
92
OneDigital Investment Advisors
Kansas
$1.01M +$38.3K +975 +4%
CPIG
93
Chicago Partners Investment Group
Illinois
$947K +$342K +8,886 +57%
IGWM
94
ICA Group Wealth Management
Colorado
$861K +$330K +8,409 +62%
WCFA
95
Walkner Condon Financial Advisors
Wisconsin
$840K -$106K -2,709 -11%
WWA
96
WCG Wealth Advisors
Nevada
$816K +$7.87K +196 +1%
WAM
97
Walker Asset Management
Missouri
$813K – – –
MMHP
98
Murphy Middleton Hinkle & Parker
Georgia
$780K +$7.69K +196 +1%
Mariner
99
Mariner
Kansas
$761K -$577K -14,719 -43%
MML Investors Services
100
MML Investors Services
Massachusetts
$707K +$76.3K +1,946 +12%
2 3
4
5 6