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

216 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$6.23M)

2.1% less ownership

Funds ownership: 62.28%60.18% (-2.1%)

3% less funds holding

Funds holding: 222216 (-6)

21% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 97

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
77
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
151
Flaharty Asset Management
Florida
$300K
QP
152
Quartz Partners
New York
$299K
MWA
153
Merkkuri Wealth Advisors
New York
$297K
TL
154
Tradewinds LLC
North Carolina
$297K +$292K +7,105 New
RIA
155
Realta Investment Advisors
Delaware
$296K -$9.1K -221 -3%
T
156
Tidemark
California
$293K -$21K -510 -7%
BAM
157
Belpointe Asset Management
Nevada
$290K +$22.3K +542 +8%
HH
158
Hilltop Holdings
Texas
$284K +$12.3K +298 +5%
SS
159
Sunbelt Securities
Texas
$266K +$2.72K +66 +1%
CPA
160
Capital Performance Advisors
California
$264K -$169K -4,099 -39%
IFG
161
Independent Financial Group
California
$260K -$1.89K -46 -0.7%
DE
162
Diversified Enterprises
Delaware
$249K -$2.43K -59 -1%
IWC
163
Integrated Wealth Concepts
Massachusetts
$247K -$3.79K -92 -2%
RPCA
164
Running Point Capital Advisors
California
$246K
NG
165
Novem Group
New York
$229K +$16.5K +401 +8%
HA
166
Helium Advisors
Washington
$218K +$1.69K +41 +0.8%
RFA
167
ROI Financial Advisors
Oregon
$214K +$2.84K +69 +1%
ACP
168
Argyle Capital Partners
California
$201K +$198K +4,819 New
IWM
169
IHT Wealth Management
Illinois
$201K -$13.1K -318 -6%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$183K -$2.47K -60 -1%
IWM
171
IMG Wealth Management
Florida
$182K +$24.7K +600 +16%
SPIA
172
Steward Partners Investment Advisory
New York
$170K -$10.1K -246 -6%
US Bancorp
173
US Bancorp
Minnesota
$167K +$117K +2,852 +249%
FFA
174
Farther Finance Advisors
California
$153K -$40.9K -994 -21%
RCM
175
Raleigh Capital Management
North Carolina
$135K -$1.89K -46 -1%

HYLS Hedge Fund Activity: Q2 2025 in Review

216 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q2 2025, worth a combined $1.02B — down 0.61% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYLS and 16 opened new positions — a net loss of 5 holders — while 97 trimmed existing stakes and 77 added.

The largest buyer was Jane Street, opening a new position worth an estimated $17.6M. The largest seller was LPL Financial, cutting an estimated $13.8M.

  • 216 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2025, down from 222 in Q1 2025.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2025 and 21 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2025 was Jane Street, an estimated $17.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2025 was LPL Financial, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2025.