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

Overview Fund Activity

231 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+20
Holders Change %
+9.48%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
75
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$246M
2
Jane Street
Jane Street
New York
+$14.1M
3
Bank of America
Bank of America
North Carolina
+$14.1M
4
IAA
Independent Advisor Alliance
North Carolina
+$13.4M
5
PAG
Private Advisor Group
New Jersey
+$7.63M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$281M
2
LPL Financial
LPL Financial
California
-$11.5M
3
Morgan Stanley
Morgan Stanley
New York
-$8.86M
4
First Trust Advisors
First Trust Advisors
Illinois
-$4.74M
5
HOWA
Heritage Oak Wealth Advisors
Florida
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$315K – – –
CAG
152
Csenge Advisory Group
Florida
$315K -$247K -5,975 -44%
IWN
153
Independent Wealth Network
Iowa
$314K +$314K +7,594 New
EH
154
Equitable Holdings
New York
$305K +$65.5K +1,584 +27%
FAM
155
Flaharty Asset Management
Florida
$296K – – –
GIA
156
Gladstone Institutional Advisory
Florida
$292K -$402K -9,724 -58%
MWA
157
Merkkuri Wealth Advisors
New York
$289K -$2.07K -50 -0.7%
RIA
158
Realta Investment Advisors
Delaware
$288K +$288K +6,939 New
Mariner
159
Mariner
Kansas
$274K -$19.6K -474 -7%
AA
160
Armis Advisers
Georgia
$271K +$271K +6,554 New
MOS
161
MGO One Seven
Ohio
$271K +$34.3K +830 +15%
SS
162
Sunbelt Securities
Texas
$265K -$52.8K -1,279 -17%
BPA
163
Beacon Pointe Advisors
California
$261K -$40.4K -978 -13%
RPCA
164
Running Point Capital Advisors
California
$258K – – –
DE
165
Diversified Enterprises
Delaware
$251K -$2.44K -59 -1%
AC
166
Aristides Capital
Kentucky
$250K +$26.9K +650 +12%
IWC
167
Integrated Wealth Concepts
Massachusetts
$248K -$12.4K -300 -5%
QP
168
Quartz Partners
New York
$246K -$5.17K -125 -2%
AWM
169
Accel Wealth Management
Iowa
$246K -$57.2K -1,385 -19%
CAS
170
Coppell Advisory Solutions
Texas
$245K +$165K +3,997 +206%
M1FG
171
Mach-1 Financial Group
Arkansas
$234K +$124 +3 +0.1%
RFA
172
ROI Financial Advisors
Oregon
$234K +$3.06K +74 +1%
SB
173
Strategic Blueprint
Georgia
$219K -$8.8K -213 -4%
SPC
174
Sigma Planning Corp
Michigan
$216K +$216K +5,216 New
HA
175
Helium Advisors
Washington
$212K +$212K +5,136 New
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7
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