HYLS icon

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

Overview Fund Activity

218 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-13
Holders Change %
-5.63%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
94
Reduced
73
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$25.7M
2
Morgan Stanley
Morgan Stanley
New York
+$22M
3
GWM
Geneos Wealth Management
Colorado
+$5.61M
4
Raymond James Financial
Raymond James Financial
Florida
+$5.59M
5
P
&Partners
Tennessee
+$5.56M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$14.8M
2
Jane Street
Jane Street
New York
-$14.4M
3
IAA
Independent Advisor Alliance
North Carolina
-$13.4M
4
PAG
Private Advisor Group
New Jersey
-$11.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$263K +$263K +6,398 New
SS
152
Sunbelt Securities
Texas
$261K -$2.67K -65 -1%
EGM
153
Engineers Gate Manager
New York
$259K +$259K +6,322 New
SPC
154
Sigma Planning Corp
Michigan
$259K +$45.1K +1,098 +21%
AA
155
Armis Advisers
Georgia
$257K -$12.1K -296 -5%
Vontobel Holding
156
Vontobel Holding
Switzerland
$257K +$257K +6,250 New
BPA
157
Beacon Pointe Advisors
California
$256K -$3.28K -80 -1%
MOS
158
MGO One Seven
Ohio
$255K -$14K -340 -5%
AC
159
Aristides Capital
Kentucky
$249K – – –
DE
160
Diversified Enterprises
Delaware
$247K -$2.42K -59 -1%
IWC
161
Integrated Wealth Concepts
Massachusetts
$246K – – –
RPCA
162
Running Point Capital Advisors
California
$241K -$14.8K -361 -6%
NEWAS
163
N.E.W. Advisory Services
Wisconsin
$217K +$217K +5,299 New
HA
164
Helium Advisors
Washington
$212K +$1.07K +26 +0.5%
IWM
165
IHT Wealth Management
Illinois
$210K +$210K +5,115 New
NG
166
Novem Group
New York
$208K +$208K +5,077 New
RFA
167
ROI Financial Advisors
Oregon
$208K -$24.5K -596 -11%
MWM
168
Marion Wealth Management
Pennsylvania
$207K +$7.31K +178 +4%
AWM
169
Accel Wealth Management
Iowa
$205K -$39K -951 -16%
FFA
170
Farther Finance Advisors
California
$191K +$23.6K +574 +14%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$182K -$256K -6,236 -58%
SPIA
172
Steward Partners Investment Advisory
New York
$177K +$40.7K +992 +30%
IWM
173
IMG Wealth Management
Florida
$154K +$35.6K +867 +30%
RCM
174
Raleigh Capital Management
North Carolina
$134K +$13.7K +335 +11%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$133K -$355K -8,639 -73%
5 6
7
8 9