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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 %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$731K +$352K +8,889 +93%
GM
102
GeoWealth Management
Illinois
$699K +$601K +15,153 +611%
DC
103
Davenport & Co
Virginia
$697K -$36.6K -924 -5%
RG
104
Rathbones Group
United Kingdom
$638K -$18.2K -460 -3%
MML Investors Services
105
MML Investors Services
Massachusetts
$637K -$473K -11,933 -43%
DADC
106
D.A. Davidson & Co
Montana
$630K +$73.7K +1,860 +13%
CPIG
107
Chicago Partners Investment Group
Illinois
$621K +$19.3K +488 +3%
QWM
108
QP Wealth Management
New Jersey
$611K +$11.8K +297 +2%
SOS
109
Silver Oak Securities
Tennessee
$610K +$146K +3,678 +31%
GWM
110
Geneos Wealth Management
Colorado
$574K -$50.5K -1,275 -8%
VAS
111
Vestmark Advisory Solutions
Massachusetts
$573K +$265K +6,681 +86%
AWM
112
Apollon Wealth Management
South Carolina
$558K +$2.58K +65 +0.5%
MSAM
113
Moloney Securities Asset Management
Missouri
$557K +$97.7K +2,465 +21%
MWM
114
MBE Wealth Management
Wisconsin
$555K +$18.2K +458 +3%
HF
115
HRT Financial
New York
$549K +$345K +8,700 +169%
RIG
116
Ramiah Investment Group
Wisconsin
$548K -$24.6K -620 -4%
ASN
117
Advisory Services Network
Georgia
$547K +$317 +8 +0.1%
IGWM
118
ICA Group Wealth Management
Colorado
$536K +$229K +5,786 +75%
CAL
119
Capital Analysts LLC
Pennsylvania
$517K +$27.3K +688 +6%
SCM
120
Sebold Capital Management
Illinois
$504K -$143K -3,616 -22%
CFGS
121
Concourse Financial Group Securities
Alabama
$499K -$41.1K -1,037 -8%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$490K +$451K +11,382 +1,172%
PAS
123
Park Avenue Securities
New York
$485K +$485K +12,233 New
FAIM
124
Financial Advocates Investment Management
Washington
$457K -$294K -7,429 -39%
MA
125
Mutual Advisors
Nebraska
$449K -$176K -4,439 -28%
3 4
5
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