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

Overview Fund Activity

203 hedge funds and large institutions have $1.04B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 30 closing their positions.

Holders
203
Holders Change
-17
Holders Change %
-7.73%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
84
Reduced
73
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$76.8M
2
SI
2
Stephens Inc
Arkansas
$9.52M
3
Wells Fargo
3
Wells Fargo
California
$99.2M
4
OCM
4
One Capital Management
California
$43.7M
5
SPC
5
Sigma Planning Corp
Michigan
$6.23M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$117M
3
SG
3
StoneX Group
New York
$0
4
OC
4
Oppenheimer & Co
New York
$588K
5
MWAM
5
Manhattan West Asset Management
California
$2.85M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$680K 17,115 -17,795 -51%
RG
102
Rathbones Group
United Kingdom
$658K 16,550 +2,970 +22%
SCM
103
Sebold Capital Management
Illinois
$649K 16,325 -419 -3%
GWM
104
Geneos Wealth Management
Colorado
$627K 15,767 – –
MA
105
Mutual Advisors
Nebraska
$627K 15,765 +3,590 +29%
BCP
106
Blackhawk Capital Partners
Wisconsin
$625K 15,730 -40,788 -72%
CPIG
107
Chicago Partners Investment Group
Illinois
$605K 15,215 +1,379 +10%
QWM
108
QP Wealth Management
New Jersey
$601K 15,128 +7,467 +97%
OC
109
Oppenheimer & Co
New York
$588K 14,792 -130,970 -90%
RIG
110
Ramiah Investment Group
Wisconsin
$574K 14,439 +466 +3%
DADC
111
D.A. Davidson & Co
Montana
$558K 14,032 +7,287 +108%
AWM
112
Apollon Wealth Management
South Carolina
$557K 14,009 -3,267 -19%
ASN
113
Advisory Services Network
Georgia
$549K 13,806 +1,106 +9%
CFGS
114
Concourse Financial Group Securities
Alabama
$542K 13,618 -3,010 -18%
MWM
115
MBE Wealth Management
Wisconsin
$538K 13,534 +2,516 +23%
AA
116
Advisory Alpha
Michigan
$533K 13,409 +13,409 New
CAL
117
Capital Analysts LLC
Pennsylvania
$492K 12,365 -1,932 -14%
Citadel Advisors
118
Citadel Advisors
Florida
$486K 12,235 -24,768 -67%
SOS
119
Silver Oak Securities
Tennessee
$465K 11,707 -4,879 -29%
MSAM
120
Moloney Securities Asset Management
Missouri
$461K 11,592 +1,283 +12%
IWC
121
Integrated Wealth Concepts
Massachusetts
$448K 11,269 +456 +4%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$429K 10,796 +3,892 +56%
CIA
123
Capital Investment Advisors
Georgia
$423K 10,635 +604 +6%
CWM
124
Collaborative Wealth Management
Florida
$418K 10,510 +3 +0%
RW
125
RVW Wealth
California
$409K 10,298 -355 -3%
3 4
5
6 7