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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 %
RWMG
176
Redwood Wealth Management Group
New Jersey
$36.6K +$36.6K +900 New
CAS
177
Coppell Advisory Solutions
Texas
$35.4K +$35.4K +872 New
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.3K – – –
IA
179
IFP Advisors
Florida
$28.7K +$4.68K +115 +19%
AIC
180
Archer Investment Corporation
Indiana
$28.4K – – –
CFD
181
Creative Financial Designs
Indiana
$26.3K +$5.77K +142 +28%
RFA
182
Register Financial Advisors
Georgia
$25K – – –
MIFH
183
Migdal Insurance & Financial Holdings
Israel
$25K – – –
GI
184
GAMMA Investing
California
$23.8K +$18.1K +446 +321%
VAG
185
VisionPoint Advisory Group
Texas
$18.6K – – –
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$15.2K – – –
CA
187
Continuum Advisory
Idaho
$14.7K – – –
TWC
188
TD Waterhouse Canada
Ontario, Canada
$14K – – –
PA
189
PSI Advisors
Florida
$13.1K +$13K +320 +10,667%
MIM
190
MTM Investment Management
South Carolina
$13K – – –
CA
191
Crewe Advisors
Utah
$8.9K +$8.9K +219 New
AF
192
Allworth Financial
California
$8.21K – – –
GWSG
193
GPS Wealth Strategies Group
Colorado
$8.13K – – –
OIA
194
Optimum Investment Advisors
Illinois
$8.13K – – –
TWP
195
Triad Wealth Partners
Kansas
$7.4K +$7.4K +182 New
RIL
196
Rothschild Investment LLC
Illinois
$4.63K +$4.63K +114 New
JPMorgan Chase & Co
197
JPMorgan Chase & Co
New York
$4.51K -$6.95K -171 -61%
TAM
198
Tucker Asset Management
Colorado
$4.19K -$3.94K -97 -49%
TSWM
199
Tyler-Stone Wealth Management
Ohio
$3.41K – – –
AIP
200
Ameritas Investment Partners
Nebraska
$2.53K +$2.53K +62 New
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8
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