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

Overview Fund Activity

202 hedge funds and large institutions have $1.06B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
22
Increased
79
Reduced
77
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
$13.7M
2
Citadel Advisors
Citadel Advisors
Florida
$6.54M
3
OCM
One Capital Management
California
$34.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.2M
5
KFP
KMG Fiduciary Partners
Ohio
$4.61M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$226M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
3
First Trust Advisors
First Trust Advisors
Illinois
$125M
4
Wells Fargo
Wells Fargo
California
$85.4M
5
UBS Group
UBS Group
Switzerland
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
126
Moloney Securities Asset Management
Missouri
$368K +$368K +9,603 New
CPIG
127
Chicago Partners Investment Group
Illinois
$348K +$30K +771 +9%
TCM
128
Triumph Capital Management
Colorado
$346K -$521K -13,601 -60%
IWM
129
IHT Wealth Management
Illinois
$334K +$105K +2,734 +46%
CIA
130
Capital Investment Advisors
Georgia
$333K -$1.31K -34 -0.4%
Jane Street
131
Jane Street
New York
$330K +$330K +8,613 New
OPS
132
Orion Portfolio Solutions
Nebraska
$325K +$32.4K +844 +11%
MWM
133
MBE Wealth Management
Wisconsin
$323K +$17.7K +462 +6%
SS
134
Sunbelt Securities
Texas
$309K +$191 +5 +0.1%
AWM
135
Accel Wealth Management
Iowa
$301K -$1.75K -44 -0.6%
SCFS
136
S.C. Financial Services
Arizona
$299K +$1.03K +27 +0.3%
CWA
137
Clarus Wealth Advisors
Arizona
$299K +$2.26K +58 +0.8%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$293K +$3.53K +92 +1%
BFG
139
Berger Financial Group
Minnesota
$276K -$96.2K -2,510 -26%
FAM
140
Flaharty Asset Management
Florida
$275K – – –
RW
141
RVW Wealth
California
$274K -$1.35M -35,251 -83%
MWM
142
Maripau Wealth Management
Indiana
$274K -$22.6K -574 -8%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$273K -$18.8K -491 -6%
GVAG
144
Great Valley Advisor Group
Delaware
$270K -$45.2K -1,179 -14%
OC
145
Oppenheimer & Co
New York
$266K -$112K -2,915 -30%
ATPW
146
Ashton Thomas Private Wealth
Arizona
$263K – – –
BF
147
BOK Financial
Oklahoma
$260K +$260K +6,791 New
DADC
148
D.A. Davidson & Co
Montana
$255K +$13.8K +359 +6%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$240K -$13.3K -347 -5%
RCM
150
Raleigh Capital Management
North Carolina
$234K -$96.9K -2,528 -29%
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