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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
CFO
126
Callan Family Office
Pennsylvania
$355K +$355K +8,741 New
OMC
127
Old Mission Capital
Illinois
$345K +$346K +8,500 New
IWM
128
IHT Wealth Management
Illinois
$337K -$12.4K -306 -4%
CWM
129
Collaborative Wealth Management
Florida
$322K – – –
SS
130
Sunbelt Securities
Texas
$313K -$11.5K -284 -4%
AWM
131
Accel Wealth Management
Iowa
$300K -$14.1K -348 -4%
FAM
132
Flaharty Asset Management
Florida
$291K – – –
APW
133
Aurora Private Wealth
New Jersey
$289K -$7.72K -190 -3%
PWM
134
Perigon Wealth Management
California
$286K +$286K +7,045 New
MWA
135
Merkkuri Wealth Advisors
New York
$280K +$280K +6,891 New
IWC
136
Integrated Wealth Concepts
Massachusetts
$271K -$1.14K -28 -0.4%
SB
137
Strategic Blueprint
Georgia
$270K -$32.9K -809 -11%
IFG
138
Independent Financial Group
California
$259K +$17.4K +428 +7%
AI
139
Atria Investments
North Carolina
$257K -$1.47M -36,121 -85%
BPA
140
Beacon Pointe Advisors
California
$257K – – –
SW
141
SteelPeak Wealth
California
$256K +$256K +6,300 New
RPCA
142
Running Point Capital Advisors
California
$253K – – –
BCI
143
Brinker Capital Investments
Pennsylvania
$253K +$42.2K +1,038 +20%
OPS
144
Orion Portfolio Solutions
Nebraska
$253K +$42.2K +1,038 +20%
D
145
Diversified
Delaware
$251K – – –
BAM
146
Belpointe Asset Management
Nevada
$249K +$249K +6,136 New
RW
147
RVW Wealth
California
$238K -$209K -5,139 -47%
NW
148
NewEdge Wealth
Pennsylvania
$236K -$1.87K -46 -0.8%
MOS
149
MGO One Seven
Ohio
$232K -$5.41K -133 -2%
CIA
150
Capital Investment Advisors
Georgia
$231K -$3.98K -98 -2%
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6
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