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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 %
WC
151
Waterloo Capital
Texas
$226K -$153K -3,770 -40%
RFA
152
ROI Financial Advisors
Oregon
$224K +$3.09K +76 +1%
AC
153
Aristides Capital
Kentucky
$220K +$220K +5,408 New
MA
154
Mutual Advisors
Nebraska
$206K -$128K -3,136 -38%
HighTower Advisors
155
HighTower Advisors
Illinois
$200K -$78.3K -1,914 -28%
CAL
156
Capital Analysts LLC
Pennsylvania
$195K -$8.11K -200 -4%
DFA
157
DHJJ Financial Advisors
Illinois
$187K -$9.18K -226 -5%
FFA
158
Farther Finance Advisors
California
$161K +$4.7K +116 +3%
CA
159
CoreCap Advisors
Michigan
$153K -$1.26M -30,910 -89%
ATPW
160
Ashton Thomas Private Wealth
Arizona
$98.2K +$98.2K +2,418 New
SPIA
161
Steward Partners Investment Advisory
New York
$95.5K -$84.8K -2,086 -47%
RCM
162
Raleigh Capital Management
North Carolina
$91.9K +$163 +4 +0.2%
US Bancorp
163
US Bancorp
Minnesota
$84.9K -$58.1K -1,429 -41%
HNB
164
Hilltop National Bank
Wyoming
$76.6K +$76.6K +1,886 New
PS
165
Principal Securities
Iowa
$73.1K -$9.51K -234 -12%
HGERS
166
Householder Group Estate & Retirement Specialist
Arizona
$72K +$523 +13 +0.7%
GRP
167
Global Retirement Partners
California
$66.7K -$3.7K -91 -5%
NS
168
NBC Securities
Alabama
$65K -$37.4K -927 -37%
SIS
169
Sound Income Strategies
Florida
$63.2K +$57.7K +1,421 +1,060%
GLR
170
Great Lakes Retirement
Ohio
$61.2K +$61.2K +1,507 New
ACA
171
Aptus Capital Advisors
Alabama
$60.1K – – –
GWANC
172
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.1K – – –
CHC
173
City Holding Co
West Virginia
$55.1K – – –
TSMHT
174
Thurston Springer Miller Herd & Titak
Indiana
$51.5K +$51.5K +1,268 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$42.4K +$11.4K +279 +37%
5 6
7
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