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First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) Institutional Ownership

First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF logo
$41.92 -0.08 (-0.19%)
Closing price 08/14/2025 03:54 PM Eastern
Extended Trading
$41.94 +0.02 (+0.04%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS)

Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$553.44M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$404.95M
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HYLS Institutional Buying and Selling by Quarter

First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Jane Street Group LLC428,483$17.92M0.0%N/A1.077%
8/14/2025Raymond James Financial Inc.411,488$17.20M0.0%-17.5%1.034%
8/14/2025Darwin Wealth Management LLC63,102$2.64M0.9%N/A0.159%
8/14/2025NewEdge Advisors LLC137,647$5.76M0.0%+13.0%0.346%
8/14/2025Qube Research & Technologies Ltd2,005$84K0.0%+87.7%0.005%
8/14/2025Acorn Wealth Advisors LLC25,280$1.06M0.4%+27.7%0.064%
8/13/2025 Rockport Wealth LLC56,508$2.36M0.5%+5.9%0.142%
8/13/2025 StoneX Group Inc.18,021$753K0.0%-4.9%0.045%
8/13/2025 Flow Traders U.S. LLC28,846$1.21M0.0%N/A0.072%
8/13/2025 Baird Financial Group Inc.23,764$994K0.0%+15.5%0.060%
8/13/2025 First Trust Advisors LP2,724,274$113.90M0.1%-2.2%6.845%
8/13/2025 EverSource Wealth Advisors LLC2,576$108K0.0%+7,055.6%0.006%
8/13/2025 Argyle Capital Partners LLC4,819$201K0.2%N/A0.012%
8/13/2025 Beacon Pointe Advisors LLC9,734$407K0.0%+56.1%0.024%
8/13/2025 Holos Integrated Wealth LLC182,200$7.61M4.6%-0.3%0.458%
8/13/2025 Legacy Capital Wealth Partners LLC30,019$1.21M0.3%-4.7%0.075%
8/13/2025 Level Four Advisory Services LLC17,273$722K0.0%+3.6%0.043%
8/12/2025 J.W. Cole Advisors Inc.45,228$1.89M0.0%-2.5%0.114%
8/12/2025 Financial Advocates Investment Management10,283$430K0.0%-53.0%0.026%
8/12/2025 Steward Partners Investment Advisory LLC4,067$170K0.0%-5.7%0.010%
8/12/2025 JPMorgan Chase & Co.1,392$58K0.0%+152.6%0.003%
8/8/2025 Kingsview Wealth Management LLC172,430$7.21M0.1%-4.0%0.433%
8/8/2025 Avantax Advisory Services Inc.46,754$1.96M0.0%-51.2%0.117%
8/8/2025 Cetera Investment Advisers221,658$9.27M0.0%-24.9%0.557%
8/7/2025 Fountainhead AM LLC34,576$1.45M0.2%+115.3%0.087%
8/6/2025 Prospera Financial Services Inc57,766$2.42M0.0%+0.4%0.145%
8/6/2025 AE Wealth Management LLC21,105$882K0.0%-6.4%0.053%
8/6/2025 Vestmark Advisory Solutions Inc.129,078$5.40M0.1%+100.7%0.324%
8/6/2025 Walkner Condon Financial Advisors LLC12,571$526K0.1%-6.7%0.032%
8/6/2025 Tradewinds LLC.7,105$297K0.2%N/A0.018%
8/5/2025 Bank of Montreal Can2,780$116K0.0%-14.4%0.007%
8/4/2025 Creative Financial Designs Inc. ADV815$34K0.0%-28.1%0.002%
8/4/2025 Kovack Advisors Inc.29,247$1.22M0.1%-9.1%0.073%
8/4/2025 Earned Wealth Advisors LLC6,303$264K0.1%-39.4%0.016%
8/4/2025 Atria Investments Inc16,835$704K0.0%+14.4%0.042%
8/4/2025 Assetmark Inc.57,821$2.42M0.0%+3.6%0.145%
8/4/2025 Spire Wealth Management47,706$2.00M0.1%+55.8%0.120%
8/4/2025 Arkadios Wealth Advisors11,538$482K0.0%-8.4%0.029%
8/4/2025 World Investment Advisors13,381$559K0.0%+11.3%0.034%
8/1/2025 Winebrenner Capital Management LLC29,634$1.24M1.0%+4.0%0.074%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
8/1/2025 Advisory Alpha LLC17,541$733K0.0%-19.8%0.044%
8/1/2025 Wealth Watch Advisors INC10,095$422K0.2%+3.1%0.025%
8/1/2025 Transcend Capital Advisors LLC11,222$469K0.0%+11.9%0.028%
8/1/2025 Envestnet Asset Management Inc.327,952$13.71M0.0%+0.4%0.824%
7/31/2025 Moloney Securities Asset Management LLC9,542$399K0.0%-46.9%0.024%
7/30/2025 BlueChip Wealth Advisors LLC14,576$609K0.3%-23.5%0.037%
7/30/2025 Brookstone Capital Management7,531$315K0.0%-6.2%0.019%
7/30/2025 D.A. Davidson & CO.25,959$1.09M0.0%-40.3%0.065%
7/30/2025 IMG Wealth Management Inc.4,361$182K0.1%+16.0%0.011%
7/29/2025 Stephens Inc. AR105,262$4.40M0.1%-1.1%0.264%
7/29/2025 Balboa Wealth Partners23,929$1M0.2%N/A0.060%
7/29/2025 Chicago Partners Investment Group LLC40,845$1.70M0.0%+3.7%0.103%
7/29/2025 International Assets Investment Management LLC9,644$403K0.0%-7.2%0.024%
7/29/2025 Koshinski Asset Management Inc.14,686$614K0.0%-7.1%0.037%
7/29/2025 Stratos Wealth Partners LTD.105,651$4.42M0.1%-0.7%0.265%
7/29/2025 Private Trust Co. NA11,335$474K0.0%+13.4%0.028%
7/28/2025 Harbour Investments Inc.47,704$2.00M0.1%-9.7%0.120%
7/25/2025 Atria Wealth Solutions Inc.24,961$1.04M0.0%-73.4%0.062%
7/25/2025 Envestnet Portfolio Solutions Inc.68,801$2.88M0.0%-15.6%0.172%
7/25/2025 MGO One Seven LLC7,434$311K0.0%+19.7%0.019%
7/25/2025 Prostatis Group LLC122,436$5.12M1.5%+17.5%0.306%
7/25/2025 CWM LLC30,511$1.28M0.0%-50.8%0.076%
7/25/2025 Concurrent Investment Advisors LLC78,695$3.29M0.1%-63.8%0.197%
7/24/2025 Aurora Private Wealth Inc.11,681$488K0.4%-4.9%0.029%
7/24/2025 IFP Advisors Inc595$25K0.0%+74.5%0.001%
7/23/2025 Clear Creek Financial Management LLC187,181$7.83M0.7%-11.4%0.469%
7/23/2025 RiverTree Advisors LLC41,142$1.72M1.2%-15.5%0.103%
7/23/2025 SteelPeak Wealth LLC8,200$343K0.0%-21.2%0.021%
7/22/2025 Belpointe Asset Management LLC6,940$290K0.0%+8.5%0.017%
7/22/2025 Luken Investment Analytics LLC29,221$1.22M0.5%-5.6%0.073%
7/22/2025 DAVENPORT & Co LLC40,712$1.70M0.0%-18.7%0.102%
7/21/2025 Ameritas Advisory Services LLC35,287$1.48M0.1%-8.8%0.088%
7/18/2025 New Wave Wealth Advisors LLC16,184$677K0.3%-5.1%0.041%
7/18/2025 Truist Financial Corp53,694$2.25M0.0%-2.4%0.134%
7/17/2025 Janney Montgomery Scott LLC161,819$6.77M0.0%-2.9%0.405%
7/17/2025 Wagner Wealth Management LLC24,663$1.03M0.2%-1.3%0.062%
7/16/2025 Independent Wealth Network Inc.10,929$457K0.2%+8.4%0.027%
7/16/2025 Novem Group5,478$229K0.0%+7.9%0.014%
7/16/2025 Perigon Wealth Management LLC23,167$969K0.0%-11.3%0.058%
7/15/2025 EWG Elevate Inc.57,260$2.39M0.7%-47.5%0.143%
7/15/2025 LVZ Inc.29,094$1.22M0.1%-1.7%0.073%
7/14/2025 GAMMA Investing LLC936$39K0.0%+109.9%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC49,349$2.06M0.1%+5.6%0.124%
7/14/2025 Park Avenue Securities LLC16,202$677K0.0%-6.1%0.041%
7/11/2025 Quad Cities Investment Group LLC76,201$3.19M1.4%+3.5%0.188%
7/11/2025 Farther Finance Advisors LLC3,656$153K0.0%-21.4%0.009%
7/11/2025 Brendel Financial Advisors LLC66,278$2.77M1.6%+3.2%0.164%
7/10/2025 Wealth Enhancement Advisory Services LLC12,116$507K0.0%N/A0.030%
7/10/2025 KMG Fiduciary Partners LLC329,800$13.79M1.0%+1.8%0.814%
7/9/2025 Beacon Financial Group21,513$899K0.1%-6.1%0.053%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
7/7/2025 OMNI 360 Wealth Inc.9,936$415K0.2%-3.5%0.025%
7/2/2025 HBW Advisory Services LLC126,525$5.29M0.7%+3.9%0.315%
7/1/2025 Park National Corp OH287,810$12.03M0.4%-11.6%0.716%
6/27/2025Goldman Sachs Group Inc.25,873$1.06M0.0%-67.8%0.064%
5/21/2025Geneos Wealth Management Inc.54,069$2.22M0.1%+7.3%0.135%
5/20/2025 Belpointe Asset Management LLC6,398$263K0.0%N/A0.016%
5/20/2025Focus Partners Wealth36,325$1.49M0.0%+2.3%0.090%
5/19/2025 Advisory Alpha LLC21,860$897K0.0%-14.9%0.054%
5/16/2025 Prostatis Group LLC104,187$4.28M1.3%+2.4%0.259%
5/16/2025Goldman Sachs Group Inc.25,873$1.06M0.0%-67.8%0.064%
(Data available from 1/1/2016 forward)

HYLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYLS shares?

During the previous two years, 244 institutional investors and hedge funds held shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($144.83M), First Trust Advisors LP ($113.90M), Wells Fargo & Company MN ($84.50M), UBS Group AG ($46.93M), Bank of America Corp DE ($31.47M), Royal Bank of Canada ($27.28M), and Jane Street Group LLC ($17.92M).Learn more on First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF's institutional investors.

Which institutional investors have been buying First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF's stock?

Of the 211 institutional investors that purchased First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($7.33M), LPL Financial LLC ($1.54M), Raymond James Financial Inc. ($861.45K), Jane Street Group LLC ($776.50K), Bank of America Corp DE ($340.54K), Independent Advisor Alliance ($324.91K), and Commonwealth Equity Services LLC ($268.42K).

How much institutional buying is happening at First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF?

Institutional investors have bought a total of 13,274,350 shares in the last 24 months. This purchase volume represents approximately $553.44M in transactions.

Which of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF's major shareholders have been selling company stock?

Of the 114 institutional investors that sold First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($6.79M), Private Advisor Group LLC ($282.79K), LPL Financial LLC ($278.09K), First Trust Advisors LP ($174.78K), Kingsview Wealth Management LLC ($164.24K), Royal Bank of Canada ($151.28K), and Concurrent Investment Advisors LLC ($138.44K).

How much institutional selling is happening at First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF?

Institutional investors have sold a total of 9,791,185 shares in the last 24 months. This volume of shares sold represents approximately $404.95M in transactions.



This page (NASDAQ:HYLS) was last updated on 8/15/2025 by MarketBeat.com Staff
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