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

216 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$6.23M)

2.1% less ownership

Funds ownership: 62.28%60.18% (-2.1%)

3% less funds holding

Funds holding: 222216 (-6)

21% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 97

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
77
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$455K +$9.38K +228 +2%
FAIM
127
Financial Advocates Investment Management
Washington
$430K -$477K -11,592 -53%
WWA
128
Wealth Watch Advisors
Colorado
$422K +$12.3K +299 +3%
PWA
129
Primoris Wealth Advisors
Florida
$418K
O3W
130
Omni 360 Wealth
New Jersey
$415K -$14.7K -358 -3%
BPA
131
Beacon Pointe Advisors
California
$407K +$144K +3,500 +56%
IAIM
132
International Assets Investment Management
Florida
$403K -$30.9K -750 -7%
RG
133
Rathbones Group
United Kingdom
$401K
IWM
134
Iams Wealth Management
Nebraska
$400K +$3.13K +76 +0.8%
MSAM
135
Moloney Securities Asset Management
Missouri
$399K -$347K -8,437 -47%
Betterment LLC
136
Betterment LLC
New York
$395K +$107K +2,592 +38%
Mariner
137
Mariner
Kansas
$392K +$122K +2,960 +46%
CAS
138
Coppell Advisory Solutions
Texas
$375K +$370K +8,989 New
CIA
139
Capital Investment Advisors
Georgia
$365K +$41 +1 +0%
GIA
140
Gladstone Institutional Advisory
Florida
$364K -$21.9K -533 -6%
PWS
141
Proactive Wealth Strategies
Georgia
$364K +$3.17K +77 +0.9%
BCI
142
Brinker Capital Investments
Pennsylvania
$346K -$45.2K -1,099 -12%
SW
143
SteelPeak Wealth
California
$343K -$90.5K -2,200 -21%
CIAS
144
Capital Investment Advisory Services
North Carolina
$340K +$82 +2 +0%
CAG
145
Csenge Advisory Group
Florida
$338K -$38.8K -943 -10%
AAP
146
Arax Advisory Partners
Colorado
$328K -$189K -4,588 -37%
CWM
147
Collaborative Wealth Management
Florida
$326K +$453 +11 +0.1%
M1FG
148
Mach-1 Financial Group
Arkansas
$318K +$313K +7,614 New
BCM
149
Brookstone Capital Management
Illinois
$315K -$20.6K -500 -6%
MOS
150
MGO One Seven
Ohio
$311K +$50.4K +1,224 +20%

HYLS Hedge Fund Activity: Q2 2025 in Review

216 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q2 2025, worth a combined $1.02B — down 0.61% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYLS and 16 opened new positions — a net loss of 5 holders — while 97 trimmed existing stakes and 77 added.

The largest buyer was Jane Street, opening a new position worth an estimated $17.6M. The largest seller was LPL Financial, cutting an estimated $13.8M.

  • 216 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2025, down from 222 in Q1 2025.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2025 and 21 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2025 was Jane Street, an estimated $17.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2025 was LPL Financial, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2025.