HYLS icon

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
+$5.44M
2
OCM
One Capital Management
California
+$4.84M
3
CAG
Csenge Advisory Group
Florida
+$3.97M
4
BCP
Blackhawk Capital Partners
Wisconsin
+$3.81M
5
LPL Financial
LPL Financial
California
+$2.39M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$11.3M
2
Morgan Stanley
Morgan Stanley
New York
-$10.2M
3
SI
Stephens Inc
Arkansas
-$7.38M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.05M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
126
RVW Wealth
California
$426K +$18.3K +463 +4%
CWM
127
Collaborative Wealth Management
Florida
$414K -$2.5K -63 -0.6%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$413K -$15K -378 -4%
BCI
129
Brinker Capital Investments
Pennsylvania
$409K +$23K +580 +6%
OPS
130
Orion Portfolio Solutions
Nebraska
$409K +$23K +580 +6%
CCG
131
Cypress Capital Group
Florida
$408K -$933K -23,552 -70%
RPCA
132
Running Point Capital Advisors
California
$403K – – –
IWM
133
IHT Wealth Management
Illinois
$398K +$142K +3,579 +55%
CIA
134
Capital Investment Advisors
Georgia
$386K -$35.5K -896 -8%
NW
135
NewEdge Wealth
Pennsylvania
$373K +$373K +9,413 New
WP
136
WealthSource Partners
California
$367K +$3.92K +99 +1%
MFG
137
Merit Financial Group
Georgia
$365K +$365K +9,219 New
VCM
138
Virtue Capital Management
Tennessee
$362K +$28.9K +734 +9%
US Bancorp
139
US Bancorp
Minnesota
$347K -$332K -8,366 -49%
CFO
140
Callan Family Office
Pennsylvania
$346K – – –
IW
141
Imprint Wealth
South Carolina
$345K +$72.9K +1,839 +27%
SS
142
Sunbelt Securities
Texas
$318K -$2.1K -53 -0.7%
MC
143
Moors & Cabot
Massachusetts
$303K +$27.8K +701 +10%
WWM
144
Western Wealth Management
Colorado
$303K +$303K +7,642 New
BPA
145
Beacon Pointe Advisors
California
$301K +$38.8K +978 +15%
CCM
146
Crabel Capital Management
California
$296K +$296K +7,462 New
PIA
147
Perennial Investment Advisors
California
$292K -$7.06K -178 -2%
PTC
148
Private Trust Company
Ohio
$292K +$165K +4,163 +130%
Millennium Management
149
Millennium Management
New York
$290K +$290K +7,308 New
FAM
150
Flaharty Asset Management
Florida
$284K – – –
4 5
6
7 8