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

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
126
Collaborative Wealth Management
Florida
$410K – – –
SI
127
Stephens Inc
Arkansas
$409K -$1.7M -42,982 -80%
RPCA
128
Running Point Capital Advisors
California
$399K – – –
WWM
129
Western Wealth Management
Colorado
$396K +$97.4K +2,456 +32%
IWM
130
IHT Wealth Management
Illinois
$390K -$4.52K -114 -1%
IW
131
Imprint Wealth
South Carolina
$387K +$46K +1,160 +13%
WP
132
WealthSource Partners
California
$367K +$4.16K +105 +1%
IFG
133
Independent Financial Group
California
$366K +$12.6K +317 +4%
PCA
134
Prosperity Capital Advisors
Ohio
$366K +$370K +9,327 New
VCM
135
Virtue Capital Management
Tennessee
$362K – – –
CCG
136
Cypress Capital Group
Florida
$358K -$46.7K -1,177 -11%
CIA
137
Capital Investment Advisors
Georgia
$350K -$32.4K -818 -8%
CFO
138
Callan Family Office
Pennsylvania
$343K – – –
MFG
139
Merit Financial Group
Georgia
$324K -$38.5K -971 -11%
PTC
140
Private Trust Company
Ohio
$319K +$30K +756 +10%
MC
141
Moors & Cabot
Massachusetts
$316K +$15.8K +398 +5%
SS
142
Sunbelt Securities
Texas
$315K +$397 +10 +0.1%
PIA
143
Perennial Investment Advisors
California
$311K +$22K +556 +8%
BCI
144
Brinker Capital Investments
Pennsylvania
$311K -$94.6K -2,386 -23%
OPS
145
Orion Portfolio Solutions
Nebraska
$311K -$94.6K -2,386 -23%
IP
146
Ignite Planners
California
$308K +$51.7K +1,303 +20%
WEG
147
World Equity Group
Illinois
$289K +$42.3K +1,067 +17%
FAM
148
Flaharty Asset Management
Florida
$281K – – –
IWC
149
Integrated Wealth Concepts
Massachusetts
$268K -$13.6K -344 -5%
RA
150
RFG Advisory
Alabama
$265K +$2.34K +59 +0.9%
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6
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