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

222 hedge funds and large institutions have $1.03B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.17% less ownership

Funds ownership: 62.44%62.28% (-0.17%)

5% less funds holding

Funds holding: 234222 (-12)

20% less capital invested

Capital invested by funds: $1.28B → $1.03B (-$253M)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

Holders
222
Holders Change
-12
Holders Change %
-5.13%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
94
Reduced
77
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$231M +$22.2M +535,004 +10%
LPL Financial
2
LPL Financial
California
$145M +$25.9M +625,788 +22%
First Trust Advisors
3
First Trust Advisors
Illinois
$114M +$3.98M +95,914 +4%
Wells Fargo
4
Wells Fargo
California
$79.5M -$4.42M -106,588 -5%
UBS Group
5
UBS Group
Switzerland
$47M +$2.65M +63,892 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.3M -$6.27M -151,283 -19%
Raymond James Financial
7
Raymond James Financial
Florida
$20.5M +$5.65M +136,221 +38%
Bank of America
8
Bank of America
North Carolina
$16.4M -$15M -361,444 -47%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.4M +$2.66M +64,050 +24%
PNC
10
Park National Corp
Ohio
$13.4M -$169K -4,065 -1%
KFP
11
KMG Fiduciary Partners
Ohio
$13.3M +$309K +7,462 +2%
P
12
&Partners
Tennessee
$12.7M +$5.53M +133,329 +78%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.1M +$1.53M +36,990 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.1M +$871K +21,003 +9%
OCM
15
One Capital Management
California
$9.18M -$423K -10,202 -4%
CIA
16
Concurrent Investment Advisors
Florida
$8.91M +$357K +8,608 +4%
CCFM
17
Clear Creek Financial Management
Washington
$8.67M +$645K +15,564 +8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.43M +$4.78M +115,243 +128%
FSBI
19
Fearless Solutions (Best Invest)
Texas
$8.22M -$192K -4,633 -2%
Stifel Financial
20
Stifel Financial
Missouri
$8.11M +$959K +23,124 +13%
GWM
21
Geneos Wealth Management
Colorado
$7.68M +$5.67M +136,634 +271%
HIW
22
Holos Integrated Wealth
Pennsylvania
$7.5M -$1.21M -29,154 -14%
KWM
23
Kingsview Wealth Management
Oregon
$7.37M -$1.07M -25,821 -13%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$6.84M +$61.5K +1,483 +0.9%
Citigroup
25
Citigroup
New York
$5.52M -$3.73K -90 -0.1%

HYLS Hedge Fund Activity: Q1 2025 in Review

222 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q1 2025, worth a combined $1.03B — down 20% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of HYLS and 25 opened new positions — a net loss of 7 holders — while 77 trimmed existing stakes and 94 added.

The largest buyer was LPL Financial, adding an estimated $25.9M. The largest seller was Bank of America, cutting an estimated $15M.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2025, down from 234 in Q4 2024.
  • Funds reported $1.03B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 25 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2025 and 32 closed out, a net change of -7 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2025 was LPL Financial, an estimated $25.9M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2025 was Bank of America, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2025.