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

Overview Fund Activity

210 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
21
Increased
79
Reduced
82
Closed
13
Calls
–
Puts
$1.19M
Net Calls
-$1.19M
Net Calls Change
-$1.19M

Top Buyers

1
AA
Advisory Alpha
Michigan
+$5.44M
2
OCM
One Capital Management
California
+$4.84M
3
CAG
Csenge Advisory Group
Florida
+$3.97M
4
BCP
Blackhawk Capital Partners
Wisconsin
+$3.81M
5
LPL Financial
LPL Financial
California
+$2.39M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$11.3M
2
Morgan Stanley
Morgan Stanley
New York
-$10.2M
3
SI
Stephens Inc
Arkansas
-$7.38M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.05M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
201
Optimum Investment Advisors
Illinois
$2.97K – – –
NMG
202
New Millennium Group
Utah
$2.41K -$118 -3 -5%
EWA
203
EverSource Wealth Advisors
Alabama
$1.39K – – –
FCAS
204
First Command Advisory Services
Texas
$1.11K +$1.11K +28 New
HCP
205
Hexagon Capital Partners
Arkansas
$911 – – –
Fidelity Investments
206
Fidelity Investments
Massachusetts
$119 – – –
PA
207
PSI Advisors
Florida
$119 – – –
TRCT
208
Tower Research Capital (TRC)
New York
$40 – – –
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$23 -$62.1K -2,699 -100%
OL
210
Owen LaRue
Kentucky
– -$2.08M -52,912 Closed
EL
211
Essex LLC
Illinois
– -$1.36M -34,856 Closed
Citadel Advisors
212
Citadel Advisors
Florida
– -$486K -12,235 Closed
CWA
213
Clarus Wealth Advisors
Arizona
– -$354K -8,920 Closed
CCM
214
Chiron Capital Management
Florida
– -$319K -8,034 Closed
IWM
215
Iams Wealth Management
Nebraska
– -$309K -7,840 Closed
IA
216
IFG Advisory
Georgia
– -$294K -7,384 Closed
NFSG
217
Newbridge Financial Services Group
Florida
– -$19.9K -500 Closed
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
– -$16.5K -414 Closed
ADL
219
Asset Dedication LLC
California
– -$16K -391 Closed
BAM
220
Belpointe Asset Management
Nevada
– -$12.5K -314 Closed
FA
221
Faithward Advisors
Pennsylvania
– -$8.84K -223 Closed
S
222
SignatureFD
Georgia
– -$2.23K -56 Closed
5 6 7 8
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