HYLS icon

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

Overview Fund Activity

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.55%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$23.5M
2
CAG
2
Csenge Advisory Group
Florida
$16.7M
3
OC
3
Oppenheimer & Co
New York
$5.68M
4
Wells Fargo
4
Wells Fargo
California
$90.6M
5
OCM
5
One Capital Management
California
$38.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$196M
2
Stifel Financial
2
Stifel Financial
Missouri
$6.55M
3
OMC
3
Old Mission Capital
Illinois
$7.77M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$122M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
151
Great Valley Advisor Group
Delaware
$266K -$7.75K -199 -3%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$266K -$2.22K -57 -0.8%
DADC
153
D.A. Davidson & Co
Montana
$263K +$3.39K +87 +1%
BFG
154
Berger Financial Group
Minnesota
$255K -$25.2K -646 -9%
PIA
155
Perennial Investment Advisors
California
$241K +$241K +6,182 New
MWM
156
Maripau Wealth Management
Indiana
$239K -$41.8K -1,037 -15%
VCM
157
Virtue Capital Management
Tennessee
$238K -$565K -14,514 -70%
SB
158
Strategic Blueprint
Georgia
$233K +$233K +5,980 New
WI
159
Wintrust Investments
Illinois
$222K -$342K -8,773 -61%
GSIAS
160
Garden State Investment Advisory Services
New Jersey
$215K +$215K +5,516 New
PPWM
161
Paragon Private Wealth Management
Kentucky
$211K – – –
BRWA
162
B. Riley Wealth Advisors
Florida
$209K -$1.26M -32,352 -86%
IWM
163
Iams Wealth Management
Nebraska
$205K +$205K +5,277 New
AFA
164
American Financial Advisors
Georgia
$205K +$857 +22 +0.4%
RCM
165
Raleigh Capital Management
North Carolina
$186K -$51.7K -1,328 -22%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$181K -$48.3K -1,219 -21%
GRP
167
Global Retirement Partners
California
$167K +$70.6K +1,813 +73%
IGWM
168
ICA Group Wealth Management
Colorado
$139K +$139K +3,572 New
PTC
169
Private Trust Company
Ohio
$125K +$125K +3,200 New
AWM
170
Accurate Wealth Management
Florida
$105K +$105K +2,617 New
SWM
171
Spire Wealth Management
Virginia
$102K +$89.6K +2,309 +724%
SPIA
172
Steward Partners Investment Advisory
New York
$79.5K +$2.65K +68 +3%
CFD
173
Creative Financial Designs
Indiana
$70.3K -$3.97K -102 -5%
ACA
174
Aptus Capital Advisors
Alabama
$61.3K +$78 +2 +0.1%
USCWA
175
U.S. Capital Wealth Advisors
Texas
$60.4K -$788K -20,239 -93%
5 6
7
8 9