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

Top Sellers

1
OCM
1
One Capital Management
California
$14.3M
2
CAG
2
Csenge Advisory Group
Florida
$832K
3
UBS Group
3
UBS Group
Switzerland
$36.5M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$625K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
76
Harvest Investment Services
Illinois
$1.24M -$97.5K -2,400 -7%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$1.19M +$957K +23,549 +410%
BFG
78
Beacon Financial Group
Texas
$1.11M -$94.6K -2,329 -8%
MWAM
79
Manhattan West Asset Management
California
$1.08M – – –
WWM
80
Wagner Wealth Management
South Carolina
$1.07M -$73.1K -1,798 -6%
DC
81
Davenport & Co
Virginia
$1.02M +$81.9K +2,016 +9%
ASN
82
Advisory Services Network
Georgia
$958K +$397K +9,764 +71%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$955K +$187K +4,600 +24%
FAIM
84
Financial Advocates Investment Management
Washington
$936K +$125K +3,087 +15%
SCA
85
Snowden Capital Advisors
New York
$897K -$666K -16,395 -43%
SOS
86
Silver Oak Securities
Tennessee
$835K +$25.3K +622 +3%
CAG
87
Csenge Advisory Group
Florida
$832K -$9.7M -238,711 -92%
BWA
88
BlueChip Wealth Advisors
Georgia
$830K -$975 -24 -0.1%
SA
89
Sanctuary Advisors
Indiana
$812K +$812K +20,130 New
WAM
90
Walker Asset Management
Missouri
$788K -$53.8K -1,325 -6%
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$762K +$13.9K +343 +2%
Mariner
92
Mariner
Kansas
$761K -$68.6K -1,688 -8%
MSAM
93
Moloney Securities Asset Management
Missouri
$756K +$49.9K +1,227 +7%
MMHP
94
Murphy Middleton Hinkle & Parker
Georgia
$707K +$6.95K +171 +1%
GIA
95
Gladstone Institutional Advisory
Florida
$703K -$221K -5,447 -24%
MMA
96
Miracle Mile Advisors
California
$668K -$271K -6,661 -29%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$649K +$9.75K +240 +2%
AWA
98
Arkadios Wealth Advisors
Georgia
$625K -$7.75M -190,827 -93%
CIAS
99
Capital Investment Advisory Services
North Carolina
$625K -$22.3K -549 -3%
IWM
100
Iams Wealth Management
Nebraska
$620K -$113K -2,786 -15%
2 3
4
5 6