Go Pro
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free HYLS Stock Alerts

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
$40.45 -0.08 (-0.20%)
As of 07/24/2026 04:00 PM Eastern
Compare

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)
159
Total
Institutional Inflows
(last 12 months)
$191.86M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$74.56M
Get HYLS Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HYLS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/3/2026NewEdge Advisors LLC161,442$6.55M0.0%+13.7%0.403%
5/29/2026 Ramiah Investment Group15,124$614K0.5%-1.9%0.038%
5/20/2026Norris Financial Group LLC5,041$205K0.1%N/A0.013%
5/19/2026Western Wealth Management LLC54,371$2.21M0.1%+377.5%0.136%
5/19/2026NewEdge Advisors LLC38,985$1.58M0.0%-72.5%0.097%
5/19/2026Bank of America Corp DE333,697$13.54M0.0%-1.9%0.833%
5/19/2026Arkadios Wealth Advisors25,913$1.05M0.0%+126.3%0.065%
5/18/2026ROI Financial Advisors LLC5,459$221K0.1%+5.8%0.014%
5/18/2026Royal Bank of Canada751,041$30.47M0.0%+5.6%1.875%
5/16/2026IMG Wealth Management Inc.5,147$209K0.1%+12.3%0.013%
5/15/2026Gateway Wealth Partners LLC10,100$410K0.0%N/A0.025%
5/15/2026Wealth Watch Advisors INC12,202$495K0.2%+9.6%0.030%
5/15/2026Everest Financial Group LLC7,600$308K0.1%N/A0.019%
5/14/2026Lido Advisors LLC73,783$2.99M0.0%+2.7%0.184%
5/13/2026Cetera Investment Advisers233,205$9.46M0.0%+2.0%0.582%
5/13/2026NewEdge Wealth LLC7,585$308K0.0%N/A0.019%
5/13/2026First Trust Advisors LP2,700,445$109.56M0.1%-3.5%6.743%
5/7/2026Earned Wealth Advisors LLC5,143$209K0.0%-20.4%0.013%
5/7/2026 Balefire LLC6,454$262K0.0%-17.4%0.016%
5/7/2026Parallel Advisors LLC2,775$113K0.0%+1,010.0%0.007%
5/6/2026Assetmark Inc.84,711$3.44M0.0%-13.4%0.212%
5/6/2026 Independent Financial Group LLC5,413$220K0.0%N/A0.014%
5/5/2026Rockport Wealth LLC21,762$883K0.2%-57.6%0.054%
5/5/2026D.A. Davidson & CO.43,216$1.75M0.0%-28.9%0.108%
5/5/2026Geneos Wealth Management Inc.12,615$512K0.0%-2.2%0.031%
5/5/2026BlueChip Wealth Advisors LLC21,186$860K0.4%+39.1%0.053%
5/4/2026Chicago Partners Investment Group LLC52,473$2.15M0.0%+7.3%0.131%
5/1/2026Fifth Third Bancorp29,203$1.19M0.0%N/A0.073%
5/1/2026 Darwin Wealth Management LLC88,982$3.61M1.1%+42.8%0.222%
4/30/2026Kestra Advisory Services LLC68,510$2.78M0.0%+2.5%0.171%
4/28/2026Whittier Trust Co. of Nevada Inc.797$33K0.0%N/A0.002%
4/28/2026Stephens Inc. AR7,858$319K0.0%-92.9%0.020%
4/28/2026 Raleigh Capital Management Inc.1,489$60K0.0%-51.0%0.004%
4/28/2026Walkner Condon Financial Advisors LLC11,578$470K0.1%-7.5%0.029%
4/28/2026Koshinski Asset Management Inc.6,128$249K0.0%-51.1%0.015%
4/27/2026World Investment Advisors7,838$318K0.0%+3.3%0.020%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
4/27/2026Private Advisor Group LLC81,565$3.31M0.0%-5.2%0.204%
4/27/2026Elevation 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%
4/24/2026Wagner 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%
4/23/2026SageGuard Financial Group LLC5,222$212K0.0%N/A0.013%
4/22/2026Janney 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%
4/21/2026Silver Oak Securities Incorporated6,122$248K0.0%-71.0%0.015%
4/20/2026Kestra 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%
4/16/2026Triad Wealth Partners LLC14,609$593K0.0%N/A0.036%
4/16/2026 Park National Corp OH292,954$11.89M0.4%-1.2%0.730%
3/17/2026Rockefeller Capital Management L.P.23,871$999K0.0%+89.8%0.055%
3/13/2026World Investment Advisors7,586$318K0.0%+3.8%0.018%
2/19/2026Axxcess Wealth Management LLC60,333$2.53M0.0%N/A0.139%
2/18/2026NewEdge Advisors LLC141,930$5.94M0.0%-3.1%0.328%
2/18/2026KKM Financial LLC5,183$217K0.0%N/A0.012%
2/18/2026 Pacific Excel Wealth Advisors Inc.8,904$373K0.7%N/A0.021%
2/18/2026Prostatis Group LLC15,805$662K0.2%-85.9%0.037%
2/18/2026 Hyposwiss Advisors SA48,600$2.03M2.0%N/A0.112%
2/18/2026Engineers Gate Manager LP4,871$204K0.0%N/A0.011%
2/18/2026Argyle Capital Partners LLC4,860$203K0.1%-7.3%0.011%
2/17/2026Cetera Investment Advisers228,710$9.57M0.0%-9.0%0.528%
2/17/2026Hilltop Holdings Inc.11,485$481K0.0%+9.1%0.027%
2/17/2026Equitable Holdings Inc.19,556$819K0.0%+34.3%0.045%
2/17/2026Wealth Watch Advisors INC11,131$466K0.2%+29.5%0.026%
2/17/2026Kovack Advisors Inc.42,255$1.77M0.1%+43.0%0.098%
2/17/2026Osaic Holdings Inc.244,641$10.24M0.0%-11.5%0.565%
2/17/2026Private Advisor Group LLC85,994$3.60M0.0%-0.6%0.199%
2/17/2026&PARTNERS424,614$17.79M0.1%+2.9%0.981%
2/17/2026Royal Bank of Canada711,136$29.77M0.0%+8.4%1.642%
2/16/2026MML Investors Services LLC28,193$1.18M0.0%+29.9%0.065%
2/16/2026Arax Advisory Partners6,577$275K0.0%N/A0.015%
2/13/2026Kestra Advisory Services LLC66,844$2.80M0.0%+8.4%0.154%
2/13/2026Quartz Partners LLC5,237$219K0.1%-20.9%0.012%
2/13/2026Stifel Financial Corp340,559$14.26M0.0%+0.4%0.787%
2/13/2026Smartleaf Asset Management LLC3,448$144K0.0%+10,348.5%0.008%
2/13/2026Morgan Stanley6,476,051$271.09M0.0%+8.2%14.956%
2/13/2026Focused Alpha LLC6,909$289K0.1%N/A0.016%
2/13/2026Arkadios Wealth Advisors11,452$479K0.0%-6.1%0.026%
2/13/2026First Trust Advisors LP2,799,443$117.19M0.1%+0.4%6.465%
2/13/2026Wells Fargo & Company MN1,755,264$73.48M0.0%-0.6%4.054%
2/13/2026Summit Financial LLC9,371$392K0.0%-33.1%0.022%
2/12/2026Rossby Financial LCC1,928$81K0.0%+221.9%0.004%
2/12/2026Orion Porfolio Solutions LLC10,632$445K0.0%+12.2%0.025%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/12/2026Commonwealth Equity Services LLC72,562$3.04M0.0%-15.9%0.168%
2/12/2026Ankerstar Wealth LLC5,811$243K0.2%N/A0.013%
2/12/2026StoneX Group Inc.16,370$685K0.0%+3.1%0.038%
2/12/2026Elevation Point Wealth Partners LLC263,984$11.05M0.5%+11.0%0.610%
2/12/2026Steward Partners Investment Advisory LLC4,718$197K0.0%+16.7%0.011%
2/12/2026Bank of Montreal Can4,661$195K0.0%+60.1%0.011%
2/12/2026Kovack Advisors Inc.42,255$1.66M0.1%+43.0%0.098%
2/11/2026Janney Montgomery Scott LLC174,618$7.31M0.0%+6.0%0.403%
2/11/2026Capital Analysts LLC1,693$71K0.0%-18.6%0.004%
2/11/2026LPL Financial LLC3,937,904$164.84M0.0%+9.3%9.094%


HYLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 268 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 240 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 ($1.76M), 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 4,590,869 shares in the last 24 months. This purchase volume represents approximately $191.86M in transactions.

Of the 97 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), First Trust Advisors LP ($159.13K), Geneos Wealth Management Inc. ($128.75K), Raymond James Financial Inc. ($128.35K), Bank of America Corp DE ($117.58K), NewEdge Advisors LLC ($107.55K), and Prostatis Group LLC ($106.63K).

Institutional investors have sold a total of 1,792,490 shares in the last 24 months. This volume of shares sold represents approximately $74.56M in transactions.


Related Companies

This page (NASDAQ:HYLS) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel