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

Overview Fund Activity

211 hedge funds and large institutions have $984M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
87
Reduced
74
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$223M
2
LPL Financial
2
LPL Financial
California
$133M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$118M
4
UBS Group
4
UBS Group
Switzerland
$44.1M
5
HOWA
5
Heritage Oak Wealth Advisors
Florida
$3.17M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.99M
2
Wells Fargo
2
Wells Fargo
California
$87.5M
3
Bank of America
3
Bank of America
North Carolina
$17.7M
4
KWM
4
Kingsview Wealth Management
Oregon
$9.59M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$409K +$148K +3,527 +57%
PTC
127
Private Trust Company
Ohio
$390K -$87.9K -2,096 -18%
RG
128
Rathbones Group
United Kingdom
$389K -$25.8K -615 -6%
CFO
129
Callan Family Office
Pennsylvania
$367K – – –
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$349K -$48K -1,143 -12%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$344K -$134K -3,205 -28%
HH
132
Hilltop Holdings
Texas
$343K +$343K +8,172 New
T
133
Tidemark
California
$336K -$66.4K -1,582 -16%
CWM
134
Collaborative Wealth Management
Florida
$329K -$3.15K -75 -0.9%
SS
135
Sunbelt Securities
Texas
$323K +$336 +8 +0.1%
CFGS
136
Concourse Financial Group Securities
Alabama
$317K -$112K -2,666 -26%
GSIAS
137
Garden State Investment Advisory Services
New Jersey
$317K -$99.7K -2,375 -24%
AWM
138
Accel Wealth Management
Iowa
$308K -$2.56K -61 -0.8%
BPA
139
Beacon Pointe Advisors
California
$306K +$41K +978 +15%
FAM
140
Flaharty Asset Management
Florida
$301K – – –
Mariner
141
Mariner
Kansas
$298K -$487K -11,616 -62%
Jane Street
142
Jane Street
New York
$298K +$298K +7,107 New
MWA
143
Merkkuri Wealth Advisors
New York
$296K +$6.8K +162 +2%
IWM
144
IHT Wealth Management
Illinois
$266K -$82.2K -1,958 -24%
PWS
145
Proactive Wealth Strategies
Georgia
$266K +$266K +6,330 New
IWC
146
Integrated Wealth Concepts
Massachusetts
$264K -$16K -382 -6%
RPCA
147
Running Point Capital Advisors
California
$262K – – –
D
148
Diversified
Delaware
$257K -$2.48K -59 -1%
DE
149
Diversified Enterprises
Delaware
$257K +$257K +6,126 New
QP
150
Quartz Partners
New York
$255K +$255K +6,075 New
4 5
6
7 8