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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 %
SOS
101
Silver Oak Securities
Tennessee
$699K +$95.5K +2,435 +16%
NW
102
NewEdge Wealth
Pennsylvania
$688K +$318K +8,114 +86%
DC
103
Davenport & Co
Virginia
$685K -$5.88K -150 -0.9%
IWM
104
Iams Wealth Management
Nebraska
$673K +$673K +17,158 New
QWM
105
QP Wealth Management
New Jersey
$671K +$65.5K +1,670 +11%
AssetMark Inc
106
AssetMark Inc
California
$663K +$433K +11,026 +188%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$639K +$154K +3,938 +32%
CIAS
108
Capital Investment Advisory Services
North Carolina
$637K -$147K -3,757 -19%
RG
109
Rathbones Group
United Kingdom
$635K +$3.92K +100 +0.6%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$618K -$106K -2,695 -15%
MSAM
111
Moloney Securities Asset Management
Missouri
$596K +$45K +1,146 +8%
MWM
112
MBE Wealth Management
Wisconsin
$575K +$26.2K +668 +5%
GWM
113
Geneos Wealth Management
Colorado
$571K +$2.59K +66 +0.5%
RIG
114
Ramiah Investment Group
Wisconsin
$555K +$12.5K +319 +2%
PAS
115
Park Avenue Securities
New York
$553K +$73.3K +1,869 +15%
ASN
116
Advisory Services Network
Georgia
$542K +$353 +9 +0.1%
MA
117
Mutual Advisors
Nebraska
$511K +$66.5K +1,695 +15%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$499K +$475K +11,902 +1,942%
WC
119
Waterloo Capital
Texas
$489K +$489K +12,465 New
SCM
120
Sebold Capital Management
Illinois
$482K -$16.5K -421 -3%
CAL
121
Capital Analysts LLC
Pennsylvania
$464K -$47.7K -1,216 -9%
CFGS
122
Concourse Financial Group Securities
Alabama
$457K -$36.4K -929 -7%
FAIM
123
Financial Advocates Investment Management
Washington
$427K -$25.5K -651 -6%
RW
124
RVW Wealth
California
$420K -$2.59K -66 -0.6%
CWM
125
Collaborative Wealth Management
Florida
$410K – – –
3 4
5
6 7