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

Overview Fund Activity

209 hedge funds and large institutions have $884M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
76
Reduced
79
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$176M
2
LPL Financial
2
LPL Financial
California
$102M
3
CIA
3
Concurrent Investment Advisors
Florida
$8.12M
4
KA
4
Kovack Advisors
Florida
$3.01M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$105M

Top Sellers

1
OCM
1
One Capital Management
California
$14.3M
2
CAG
2
Csenge Advisory Group
Florida
$832K
3
UBS Group
3
UBS Group
Switzerland
$36.5M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$625K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$337K -$12.4K -306 -4%
CWM
127
Collaborative Wealth Management
Florida
$322K – – –
SS
128
Sunbelt Securities
Texas
$313K -$11.5K -284 -4%
AWM
129
Accel Wealth Management
Iowa
$300K -$14.1K -348 -4%
FAM
130
Flaharty Asset Management
Florida
$291K – – –
APW
131
Aurora Private Wealth
New Jersey
$289K -$7.73K -190 -3%
PWM
132
Perigon Wealth Management
California
$286K +$286K +7,045 New
MWA
133
Merkkuri Wealth Advisors
New York
$280K +$280K +6,891 New
IWC
134
Integrated Wealth Concepts
Massachusetts
$271K -$1.14K -28 -0.4%
SB
135
Strategic Blueprint
Georgia
$270K -$32.9K -809 -11%
AI
136
Atria Investments
North Carolina
$257K -$1.47M -36,121 -85%
BPA
137
Beacon Pointe Advisors
California
$257K – – –
SW
138
SteelPeak Wealth
California
$256K +$256K +6,300 New
RPCA
139
Running Point Capital Advisors
California
$253K – – –
OPS
140
Orion Portfolio Solutions
Nebraska
$253K +$42.2K +1,038 +20%
BCI
141
Brinker Capital Investments
Pennsylvania
$253K +$42.2K +1,038 +20%
D
142
Diversified
Delaware
$251K – – –
BAM
143
Belpointe Asset Management
Nevada
$249K +$249K +6,136 New
RW
144
RVW Wealth
California
$238K -$209K -5,139 -47%
NW
145
NewEdge Wealth
Pennsylvania
$236K -$1.87K -46 -0.8%
MOS
146
MGO One Seven
Ohio
$232K -$5.4K -133 -2%
CIA
147
Capital Investment Advisors
Georgia
$231K -$3.98K -98 -2%
GM
148
GeoWealth Management
Illinois
$230K +$230K +5,658 New
EH
149
Equitable Holdings
New York
$230K +$14K +345 +6%
AWM
150
Apollon Wealth Management
South Carolina
$229K -$1.63K -40 -0.7%
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6
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