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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
$40.48 -0.06 (-0.15%)
As of 03:57 PM 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)
149
Total
Institutional Inflows
(last 12 months)
$159.92M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$55.38M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC46,407$1.89M0.0%+100.4%0.116%
8/27/2026 Tucker Asset Management LLC628$26K0.0%+460.7%0.002%
8/23/2026 Ameritas Advisory Services LLC37,537$1.53M0.0%+144.1%0.094%
8/23/2026 Endeavor Private Wealth Inc.35,042$1.42M0.3%+18.8%0.088%
8/22/2026 Compass Financial Management LLC3,141$128K0.0%N/A0.008%
8/22/2026 BAM Wealth Management LLC22,529$916K0.6%+36.9%0.056%
8/22/2026 Concurrent Investment Advisors LLC79,536$3.23M0.0%+8.7%0.199%
8/21/2026 Fairway Financial LLC16,780$682K0.5%+4.8%0.042%
8/21/2026 Luken Investment Analytics LLC8,437$343K0.1%-37.6%0.021%
8/21/2026 Acorn Wealth Advisors LLC73,793$3M0.7%+14.5%0.184%
7/10/2026 KMG Fiduciary Partners LLC413,795$16.82M1.6%+0.1%1.029%
7/7/2026 Quad Cities Investment Group LLC94,592$3.85M1.4%+6.4%0.234%
7/7/2026 Dynamic Advisor Solutions LLC15,404$626K0.0%N/A0.038%
7/7/2026 Avior Wealth Management LLC47,062$1.91M0.1%-27.4%0.116%
6/3/2026 NewEdge Advisors LLC161,442$6.55M0.0%+13.7%0.403%
5/29/2026 Ramiah Investment Group15,124$614K0.5%-1.9%0.038%
5/20/2026 Norris Financial Group LLC5,041$205K0.1%N/A0.013%
5/19/2026 Western Wealth Management LLC54,371$2.21M0.1%+377.5%0.136%
5/19/2026 NewEdge Advisors LLC38,985$1.58M0.0%-72.5%0.097%
5/19/2026 Bank of America Corp DE333,697$13.54M0.0%-1.9%0.833%
5/19/2026 Arkadios Wealth Advisors25,913$1.05M0.0%+126.3%0.065%
5/18/2026 ROI Financial Advisors LLC5,459$221K0.1%+5.8%0.014%
5/18/2026 Royal Bank of Canada751,041$30.47M0.0%+5.6%1.875%
5/16/2026 IMG Wealth Management Inc.5,147$209K0.1%+12.3%0.013%
5/15/2026 Gateway Wealth Partners LLC10,100$410K0.0%N/A0.025%
5/15/2026 Wealth Watch Advisors INC12,202$495K0.2%+9.6%0.030%
5/15/2026 Everest Financial Group LLC7,600$308K0.1%N/A0.019%
5/14/2026 Lido Advisors LLC73,783$2.99M0.0%+2.7%0.184%
5/13/2026 Cetera Investment Advisers233,205$9.46M0.0%+2.0%0.582%
5/13/2026 NewEdge Wealth LLC7,585$308K0.0%N/A0.019%
5/13/2026 First Trust Advisors LP2,700,445$109.56M0.1%-3.5%6.743%
5/7/2026 Earned Wealth Advisors LLC5,143$209K0.0%-20.4%0.013%
5/7/2026 Balefire LLC6,454$262K0.0%-17.4%0.016%
5/7/2026 Parallel Advisors LLC2,775$113K0.0%+1,010.0%0.007%
5/6/2026 Assetmark Inc.84,711$3.44M0.0%-13.4%0.212%
5/6/2026 Independent Financial Group LLC5,413$220K0.0%N/A0.014%
5/5/2026 Rockport Wealth LLC21,762$883K0.2%-57.6%0.054%
5/5/2026 D.A. Davidson & CO.43,216$1.75M0.0%-28.9%0.108%
5/5/2026 Geneos Wealth Management Inc.12,615$512K0.0%-2.2%0.031%
5/5/2026 BlueChip Wealth Advisors LLC21,186$860K0.4%+39.1%0.053%
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5/4/2026 Chicago Partners Investment Group LLC52,473$2.15M0.0%+7.3%0.131%
5/1/2026 Fifth Third Bancorp29,203$1.19M0.0%N/A0.073%
5/1/2026 Darwin Wealth Management LLC88,982$3.61M1.1%+42.8%0.222%
4/30/2026 Kestra Advisory Services LLC68,510$2.78M0.0%+2.5%0.171%
4/28/2026 Whittier Trust Co. of Nevada Inc.797$33K0.0%N/A0.002%
4/28/2026 Stephens Inc. AR7,858$319K0.0%-92.9%0.020%
4/28/2026 Raleigh Capital Management Inc.1,489$60K0.0%-51.0%0.004%
4/28/2026 Walkner Condon Financial Advisors LLC11,578$470K0.1%-7.5%0.029%
4/28/2026 Koshinski Asset Management Inc.6,128$249K0.0%-51.1%0.015%
4/27/2026 World Investment Advisors7,838$318K0.0%+3.3%0.020%
4/27/2026 Private Advisor Group LLC81,565$3.31M0.0%-5.2%0.204%
4/27/2026 Elevation Point Wealth Partners LLC275,331$11.17M0.3%+4.3%0.687%
4/27/2026 Sound Income Strategies LLC1,818$74K0.0%+49.5%0.005%
4/24/2026 True Blue Financial LLC48,744$1.98M1.6%+15.6%0.122%
4/24/2026 Wagner Wealth Management LLC16,406$666K0.1%+1.6%0.041%
4/24/2026 Lighthouse Wealth Management Inc.15,377$624K0.4%-7.5%0.038%
4/23/2026 SageGuard Financial Group LLC5,222$212K0.0%N/A0.013%
4/22/2026 Janney Montgomery Scott LLC237,111$9.62M0.0%+35.8%0.592%
4/22/2026 Ramiah Investment Group15,124$614K0.6%-1.9%0.038%
4/21/2026 Independent Wealth Network Inc.10,220$415K0.1%-6.5%0.026%
4/21/2026 Silver Oak Securities Incorporated6,122$248K0.0%-71.0%0.015%
4/20/2026 Kestra Private Wealth Services LLC37,857$1.54M0.0%-2.3%0.095%
4/20/2026 RFG Advisory LLC32,147$1.30M0.0%+203.8%0.080%
4/17/2026 Cottonwood Capital Advisors LLC25,542$1.04M0.7%-1.2%0.064%
4/17/2026 Brookstone Capital Management7,497$304K0.0%+14.5%0.019%
4/16/2026 Triad Wealth Partners LLC14,609$593K0.0%N/A0.036%
4/16/2026 Park National Corp OH292,954$11.89M0.4%-1.2%0.730%
3/17/2026 Rockefeller Capital Management L.P.23,871$999K0.0%+89.8%0.055%
3/13/2026 World Investment Advisors7,586$318K0.0%+3.8%0.018%
2/19/2026 Axxcess Wealth Management LLC60,333$2.53M0.0%N/A0.139%
2/18/2026 NewEdge Advisors LLC141,930$5.94M0.0%-3.1%0.328%
2/18/2026 KKM Financial LLC5,183$217K0.0%N/A0.012%
2/18/2026 Pacific Excel Wealth Advisors Inc.8,904$373K0.7%N/A0.021%
2/18/2026 Prostatis Group LLC15,805$662K0.2%-85.9%0.037%
2/18/2026 Hyposwiss Advisors SA48,600$2.03M2.0%N/A0.112%
2/18/2026 Engineers Gate Manager LP4,871$204K0.0%N/A0.011%
2/18/2026 Argyle Capital Partners LLC4,860$203K0.1%-7.3%0.011%
2/17/2026 Cetera Investment Advisers228,710$9.57M0.0%-9.0%0.528%
2/17/2026 Hilltop Holdings Inc.11,485$481K0.0%+9.1%0.027%
2/17/2026 Equitable Holdings Inc.19,556$819K0.0%+34.3%0.045%
2/17/2026 Wealth Watch Advisors INC11,131$466K0.2%+29.5%0.026%
2/17/2026 Kovack Advisors Inc.42,255$1.77M0.1%+43.0%0.098%
2/17/2026 Osaic Holdings Inc.244,641$10.24M0.0%-11.5%0.565%
2/17/2026 Private Advisor Group LLC85,994$3.60M0.0%-0.6%0.199%
2/17/2026 &PARTNERS424,614$17.79M0.1%+2.9%0.981%
2/17/2026 Royal Bank of Canada711,136$29.77M0.0%+8.4%1.642%
2/16/2026 MML Investors Services LLC28,193$1.18M0.0%+29.9%0.065%
2/16/2026 Arax Advisory Partners6,577$275K0.0%N/A0.015%
2/13/2026 Kestra Advisory Services LLC66,844$2.80M0.0%+8.4%0.154%
2/13/2026 Quartz Partners LLC5,237$219K0.1%-20.9%0.012%
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2/13/2026 Stifel Financial Corp340,559$14.26M0.0%+0.4%0.787%
2/13/2026 Smartleaf Asset Management LLC3,448$144K0.0%+10,348.5%0.008%
2/13/2026 Morgan Stanley6,476,051$271.09M0.0%+8.2%14.956%
2/13/2026 Focused Alpha LLC6,909$289K0.1%N/A0.016%
2/13/2026 Arkadios Wealth Advisors11,452$479K0.0%-6.1%0.026%
2/13/2026 First Trust Advisors LP2,799,443$117.19M0.1%+0.4%6.465%
2/13/2026 Wells Fargo & Company MN1,755,264$73.48M0.0%-0.6%4.054%
2/13/2026 Summit Financial LLC9,371$392K0.0%-33.1%0.022%
2/12/2026 Rossby Financial LCC1,928$81K0.0%+221.9%0.004%
2/12/2026 Orion Porfolio Solutions LLC10,632$445K0.0%+12.2%0.025%


HYLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 266 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 Morgan Stanley ($271.09M), LPL Financial LLC ($164.84M), First Trust Advisors LP ($109.56M), Wells Fargo & Company MN ($73.48M), UBS Group AG ($45.55M), Royal Bank of Canada ($30.47M), 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.

Of the 237 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 ($6.79M), LPL Financial LLC ($1.63M), Raymond James Financial Inc. ($861.45K), Jane Street Group LLC ($776.50K), Morgan Stanley ($488.70K), Bank of America Corp DE ($340.54K), and Northwestern Mutual Wealth Management Co. ($328.98K).

Institutional investors have bought a total of 3,828,978 shares in the last 24 months. This purchase volume represents approximately $159.92M in transactions.

Of the 82 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: UBS Group AG ($169.43K), Geneos Wealth Management Inc. ($128.75K), NewEdge Advisors LLC ($107.55K), Prostatis Group LLC ($106.63K), Stephens Inc. AR ($102.61K), First Trust Advisors LP ($99.00K), and Stratos Wealth Partners LTD. ($86.97K).

Institutional investors have sold a total of 1,333,770 shares in the last 24 months. This volume of shares sold represents approximately $55.38M in transactions.


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Institutional ownership data for NASDAQ:HYLS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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