HYLS icon

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

165 hedge funds and large institutions have $1.31B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+4
Holders Change %
+2.48%
% of All Funds
3.34%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
22
Increased
87
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$384M +$48.5M +1,027,149 +14%
Wells Fargo
2
Wells Fargo
California
$128M +$33M +699,812 +35%
First Trust Advisors
3
First Trust Advisors
Illinois
$122M +$7.68M +162,861 +7%
UBS Group
4
UBS Group
Switzerland
$50.6M +$9.93M +210,427 +24%
LPL Financial
5
LPL Financial
California
$49.8M +$7.51M +159,083 +18%
Bank of America
6
Bank of America
North Carolina
$49.6M +$2.9M +61,370 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$39.1M +$10.2M +216,437 +35%
OCM
8
One Capital Management
California
$25.4M +$6.65M +140,855 +35%
Osaic Holdings
9
Osaic Holdings
Arizona
$24.6M +$2.44M +52,216 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.9M -$4.67M -98,976 -19%
Stifel Financial
11
Stifel Financial
Missouri
$19.4M +$3.15M +66,808 +19%
GIA
12
Gladstone Institutional Advisory
Florida
$18.8M +$3.74M +79,201 +25%
PAG
13
Private Advisor Group
New Jersey
$18M +$990K +20,982 +6%
BFG
14
Beacon Financial Group
Texas
$17.8M -$59.2K -1,255 -0.3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$15.6M +$6.01M +127,456 +63%
AWM
16
AE Wealth Management
Kansas
$14.5M +$10.9M +231,809 +305%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$14.5M +$9.54M +202,183 +193%
SS
18
Simplicity Solutions
Minnesota
$14.2M +$11.4M +241,118 +400%
Truist Financial
19
Truist Financial
North Carolina
$14.1M +$1.75M +37,053 +14%
PNC
20
Park National Corp
Ohio
$13.9M +$1.95M +41,257 +16%
AFA
21
American Financial Advisors
Georgia
$13.2M -$175K -3,705 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$12.1M -$5.15M -109,153 -30%
CAG
23
Csenge Advisory Group
Florida
$12M +$3.91M +82,651 +48%
Citadel Advisors
24
Citadel Advisors
Florida
$11M +$11M +232,305 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$10.8M +$5.54M +117,524 +105%