HYLS icon

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

211 hedge funds and large institutions have $984M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 20 closing their positions.

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
87
Reduced
74
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$223M 5,311,496 +982,424 +23%
LPL Financial
2
LPL Financial
California
$133M 3,181,209 +668,100 +27%
First Trust Advisors
3
First Trust Advisors
Illinois
$118M 2,803,142 +228,453 +9%
Wells Fargo
4
Wells Fargo
California
$87.5M 2,085,608 -183,195 -8%
UBS Group
5
UBS Group
Switzerland
$44.1M 1,049,954 +152,350 +17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$29.9M 712,389 +22,545 +3%
Bank of America
7
Bank of America
North Carolina
$17.7M 420,836 -114,525 -21%
PNC
8
Park National Corp
Ohio
$14.1M 337,140 -19,876 -6%
OCM
9
One Capital Management
California
$12.9M 307,171 -44,955 -13%
KFP
10
KMG Fiduciary Partners
Ohio
$12.8M 305,406 +35,931 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.7M 303,830 +47,244 +18%
RJA
12
Raymond James & Associates
Florida
$11.8M 280,616 +61,485 +28%
KWM
13
Kingsview Wealth Management
Oregon
$9.59M 228,473 -108,194 -32%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.9M 212,117 +10,939 +5%
CIA
15
Concurrent Investment Advisors
Florida
$8.73M 208,021 +8,112 +4%
CCFM
16
Clear Creek Financial Management
Washington
$7.9M 188,195 +7,357 +4%
PAG
17
Private Advisor Group
New Jersey
$7.44M 176,396 -5,681 -3%
HAS
18
HBW Advisory Services
California
$6.96M 165,773 +8,382 +5%
Stifel Financial
19
Stifel Financial
Missouri
$6.89M 164,262 -25,936 -14%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.75M 160,778 -3,174 -2%
SWP
21
Stratos Wealth Partners
Ohio
$5.12M 121,910 +11,590 +11%
VWA
22
Visionary Wealth Advisors
Illinois
$5.02M 119,591 +686 +0.6%
Citigroup
23
Citigroup
New York
$4.42M 105,301 -8,204 -7%
Renaissance Technologies
24
Renaissance Technologies
New York
$4.27M 101,700 +31,400 +45%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.2M 99,986 -2,446 -2%