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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 %
IWC
151
Integrated Wealth Concepts
Massachusetts
$284K -$162K -4,098 -36%
MOS
152
MGO One Seven
Ohio
$278K -$62.7K -1,583 -18%
RWM
153
Ritholtz Wealth Management
New York
$273K +$273K +6,900 New
RA
154
RFG Advisory
Alabama
$265K +$59.4K +1,498 +29%
FFA
155
Farther Finance Advisors
California
$264K -$6.02K -152 -2%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$263K -$7.41K -187 -3%
IP
157
Ignite Planners
California
$261K – – –
AWM
158
Accel Wealth Management
Iowa
$257K +$37.9K +956 +17%
WEG
159
World Equity Group
Illinois
$250K +$250K +6,303 New
AFA
160
American Financial Advisors
Georgia
$248K -$7.73K -195 -3%
AssetMark Inc
161
AssetMark Inc
California
$233K +$231K +5,830 +11,898%
GSIAS
162
Garden State Investment Advisory Services
New Jersey
$219K – – –
PMG
163
ProVise Management Group
Florida
$217K -$99.2K -2,502 -31%
PPWM
164
Paragon Private Wealth Management
Kentucky
$214K – – –
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$213K +$213K +5,386 New
TC
166
Trilogy Capital
California
$213K +$213K +5,351 New
MWM
167
Maripau Wealth Management
Indiana
$210K -$13.4K -339 -6%
RCM
168
Raleigh Capital Management
North Carolina
$182K -$4.28K -108 -2%
IA
169
IFP Advisors
Florida
$179K -$3M -75,787 -94%
TCWA
170
Ten Capital Wealth Advisors
Washington
$172K -$18.8K -475 -10%
GRP
171
Global Retirement Partners
California
$143K +$277 +7 +0.2%
SPIA
172
Steward Partners Investment Advisory
New York
$131K – – –
SIS
173
Sound Income Strategies
Florida
$77.4K +$72.2K +1,822 +1,380%
ACA
174
Aptus Capital Advisors
Alabama
$58.6K – – –
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$58.6K – – –
5 6
7
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