HYLS icon

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

210 hedge funds and large institutions have $1.01B 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, 74 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
74
Reduced
94
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$235M -$360K -8,622 -0.2%
LPL Financial
2
LPL Financial
California
$133M -$14.1M -336,163 -10%
First Trust Advisors
3
First Trust Advisors
Illinois
$114M -$2.51M -60,130 -2%
Wells Fargo
4
Wells Fargo
California
$71.3M -$9.72M -232,405 -12%
UBS Group
5
UBS Group
Switzerland
$50.5M +$2.66M +63,687 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.1M -$658K -15,732 -2%
Jane Street
7
Jane Street
New York
$17.9M +$17.9M +428,483 New
Raymond James Financial
8
Raymond James Financial
Florida
$17.2M -$3.65M -87,348 -18%
P
9
&Partners
Tennessee
$15.9M +$3.2M +76,663 +25%
KFP
10
KMG Fiduciary Partners
Ohio
$13.8M +$243K +5,823 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.7M +$53.6K +1,283 +0.4%
Bank of America
12
Bank of America
North Carolina
$12.1M -$4.61M -110,299 -28%
PNC
13
Park National Corp
Ohio
$12M -$1.58M -37,741 -12%
Stifel Financial
14
Stifel Financial
Missouri
$10M +$1.73M +41,394 +21%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.27M -$3.07M -73,388 -25%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.45M -$1.71M -41,303 -17%
OCM
17
One Capital Management
California
$8.38M -$970K -23,193 -10%
CCFM
18
Clear Creek Financial Management
Washington
$7.83M -$1.01M -24,094 -11%
HIW
19
Holos Integrated Wealth
Pennsylvania
$7.61M -$20.4K -488 -0.3%
KWM
20
Kingsview Wealth Management
Oregon
$7.21M -$302K -7,234 -4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$6.77M -$202K -4,834 -3%
Citigroup
22
Citigroup
New York
$6.47M +$844K +20,177 +15%
GWM
23
Geneos Wealth Management
Colorado
$5.91M -$1.91M -45,672 -24%
OMC
24
Old Mission Capital
Illinois
$5.76M +$5.76M +137,779 New
NA
25
NewEdge Advisors
Louisiana
$5.76M +$663K +15,854 +13%