HYLS icon

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

Overview Fund Activity

209 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
66
Reduced
92
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$141M
2
Jane Street
Jane Street
New York
+$14.8M
3
PFS
Prospera Financial Services
Texas
+$4.68M
4
VWA
Visionary Wealth Advisors
Illinois
+$4.61M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.07M

Top Sellers

1
LIA
Luken Investment Analytics
Tennessee
-$12.2M
2
OCM
One Capital Management
California
-$7.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.33M
4
Wells Fargo
Wells Fargo
California
-$5.32M
5
SPC
Sigma Planning Corp
Michigan
-$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
201
Optimum Investment Advisors
Illinois
$3.12K – – –
William Blair & Company
202
William Blair & Company
Illinois
$1.91K +$1.91K +46 New
NMG
203
New Millennium Group
Utah
$1.87K -$42 -1 -2%
EWA
204
EverSource Wealth Advisors
Alabama
$1.46K – – –
CAM
205
Creekmur Asset Management
Illinois
$1.33K +$1.33K +32 New
HCP
206
Hexagon Capital Partners
Arkansas
$957 – – –
SFA
207
Semmax Financial Advisors
North Carolina
$587 – – –
PA
208
PSI Advisors
Florida
$125 – – –
Fidelity Investments
209
Fidelity Investments
Massachusetts
$42 -$42 -1 -50%
ACA
210
Ascension Capital Advisors
Texas
– -$3.76M -95,940 Closed
FTUS
211
Flow Traders U.S.
New York
– -$1.29M -32,975 Closed
TLFA
212
True Link Financial Advisors
California
– -$1.11M -28,406 Closed
WWA
213
WCG Wealth Advisors
Nevada
– -$816K -20,314 Closed
PCA
214
Prosperity Capital Advisors
Ohio
– -$366K -9,327 Closed
IP
215
Ignite Planners
California
– -$308K -7,975 Closed
PIA
216
Perennial Investment Advisors
California
– -$311K -7,929 Closed
WEG
217
World Equity Group
Illinois
– -$289K -7,370 Closed
RA
218
RFG Advisory
Alabama
– -$265K -6,745 Closed
ATPW
219
Ashton Thomas Private Wealth
Arizona
– -$246K -6,262 Closed
TSS
220
Two Sigma Securities
New York
– -$223K -5,672 Closed
PPWM
221
Paragon Private Wealth Management
Kentucky
– -$212K -5,411 Closed
TFA
222
Transamerica Financial Advisors
Florida
– -$21K -510 Closed
PP
223
PFS Partners
New Jersey
– -$19.1K -488 Closed
TWM
224
Tradition Wealth Management
Minnesota
– -$17K -424 Closed
CIA
225
Cape Investment Advisory
Georgia
– -$7.34K -187 Closed
6 7 8
9
10