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

216 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$6.23M)

2.1% less ownership

Funds ownership: 62.28%60.18% (-2.1%)

3% less funds holding

Funds holding: 222216 (-6)

21% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 97

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
77
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$235M -$355K -8,622 -0.2%
LPL Financial
2
LPL Financial
California
$133M -$13.8M -336,163 -10%
First Trust Advisors
3
First Trust Advisors
Illinois
$114M -$2.47M -60,130 -2%
Wells Fargo
4
Wells Fargo
California
$71.3M -$9.56M -232,405 -12%
UBS Group
5
UBS Group
Switzerland
$50.5M +$2.62M +63,687 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.1M -$647K -15,732 -2%
Jane Street
7
Jane Street
New York
$17.9M +$17.6M +428,483 New
Raymond James Financial
8
Raymond James Financial
Florida
$17.2M -$3.59M -87,348 -18%
P
9
&Partners
Tennessee
$15.9M +$3.16M +76,663 +25%
KFP
10
KMG Fiduciary Partners
Ohio
$13.8M +$240K +5,823 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.7M +$52.8K +1,283 +0.4%
Bank of America
12
Bank of America
North Carolina
$12.1M -$4.54M -110,299 -28%
PNC
13
Park National Corp
Ohio
$12M -$1.55M -37,741 -12%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.3M +$58.8K +1,428 +0.6%
Stifel Financial
15
Stifel Financial
Missouri
$10M +$1.7M +41,394 +21%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$9.27M -$3.02M -73,388 -25%
FSBI
17
Fearless Solutions (Best Invest)
Texas
$8.71M +$322K +7,834 +4%
OCM
18
One Capital Management
California
$8.38M -$954K -23,193 -10%
CCFM
19
Clear Creek Financial Management
Washington
$7.83M -$992K -24,094 -11%
HIW
20
Holos Integrated Wealth
Pennsylvania
$7.61M -$20.1K -488 -0.3%
KWM
21
Kingsview Wealth Management
Oregon
$7.21M -$298K -7,234 -4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.77M -$199K -4,834 -3%
Citigroup
23
Citigroup
New York
$6.47M +$830K +20,177 +15%
GWM
24
Geneos Wealth Management
Colorado
$5.91M -$1.88M -45,672 -24%
OMC
25
Old Mission Capital
Illinois
$5.76M +$5.67M +137,779 New

HYLS Hedge Fund Activity: Q2 2025 in Review

216 of the 7,596 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 Q2 2025, worth a combined $1.02B — down 0.61% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYLS and 16 opened new positions — a net loss of 5 holders — while 97 trimmed existing stakes and 77 added.

The largest buyer was Jane Street, opening a new position worth an estimated $17.6M. The largest seller was LPL Financial, cutting an estimated $13.8M.

  • 216 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2025, down from 222 in Q1 2025.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2025, down 0.61% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2025 and 21 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2025 was Jane Street, an estimated $17.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2025 was LPL Financial, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2025.