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

Overview Fund Activity

202 hedge funds and large institutions have $1.06B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
22
Increased
79
Reduced
77
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
$13.7M
2
Citadel Advisors
Citadel Advisors
Florida
$6.54M
3
OCM
One Capital Management
California
$34.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.2M
5
KFP
KMG Fiduciary Partners
Ohio
$4.61M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$226M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
3
First Trust Advisors
First Trust Advisors
Illinois
$125M
4
Wells Fargo
Wells Fargo
California
$85.4M
5
UBS Group
UBS Group
Switzerland
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
201
RiverTree Advisors
Florida
– -$6.79M -173,306 Closed
MWM
202
Marion Wealth Management
Pennsylvania
– -$3.86M -98,590 Closed
AI
203
Atria Investments
North Carolina
– -$1.05M -26,841 Closed
Bank of New York Mellon
204
Bank of New York Mellon
New York
– -$735K -18,774 Closed
Renaissance Technologies
205
Renaissance Technologies
New York
– -$533K -13,607 Closed
DI
206
DFPG Investments
Utah
– -$530K -13,265 Closed
BAWC
207
Boyce & Associates Wealth Consulting
Texas
– -$480K -12,263 Closed
RA
208
RFG Advisory
Alabama
– -$454K -10,819 Closed
TLP
209
Trinity Legacy Partners
Texas
– -$359K -9,006 Closed
LA
210
LexAurum Advisors
Kansas
– -$334K -8,530 Closed
WAM
211
WealthTrust Asset Management
Florida
– -$283K -7,219 Closed
SFS
212
Security Financial Services
Indiana
– -$225K -5,759 Closed
LFAS
213
Level Four Advisory Services
Texas
– -$225K -5,742 Closed
LMKC
214
L.M. Kohn & Company
Ohio
– -$202K -5,152 Closed
1IA
215
1834 Investment Advisors
Wisconsin
– -$131K -3,355 Closed
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
– -$59K -1,510 Closed
PTC
217
Private Trust Company
Ohio
– -$47K -1,198 Closed
AIP
218
Ahrens Investment Partners
Louisiana
– -$39K -1,000 Closed
FCG
219
Financial Connections Group
California
– -$32K -820 Closed
CTC
220
Central Trust Company
Missouri
– -$23K -580 Closed
TCWM
221
Total Clarity Wealth Management
Illinois
– -$7K -180 Closed
TRCT
222
Tower Research Capital (TRC)
New York
– -$6K -159 Closed
HFS
223
Heritage Financial Services
Massachusetts
– -$3K -78 Closed
GFPC
224
Global Financial Private Client
Florida
– -$1.87K -47 Closed
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