Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (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
$40.89 0.00 (0.00%)
As of 06/12/2026 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)
162
Total
Institutional Inflows
(last 12 months)
$193.16M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$92.99M
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
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%
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%
Why this tiny stock may move before the SpaceX IPO drops (Ad)

The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does. But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight.tc pixel

Get the ticker and full briefing before the June roadshow begins
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%
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%
2/12/2026 Commonwealth Equity Services LLC72,562$3.04M0.0%-15.9%0.168%
2/12/2026 Ankerstar Wealth LLC5,811$243K0.2%N/A0.013%
2/12/2026 StoneX Group Inc.16,370$685K0.0%+3.1%0.038%
2/12/2026 Elevation Point Wealth Partners LLC263,984$11.05M0.5%+11.0%0.610%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
2/12/2026 Steward Partners Investment Advisory LLC4,718$197K0.0%+16.7%0.011%
2/12/2026 Bank of Montreal Can4,661$195K0.0%+60.1%0.011%
2/12/2026 Kovack Advisors Inc.42,255$1.66M0.1%+43.0%0.098%
2/11/2026 Janney Montgomery Scott LLC174,618$7.31M0.0%+6.0%0.403%
2/11/2026 Capital Analysts LLC1,693$71K0.0%-18.6%0.004%
2/11/2026 LPL Financial LLC3,937,904$164.84M0.0%+9.3%9.094%
2/11/2026 J.W. Cole Advisors Inc.44,747$1.87M0.0%+4.2%0.103%
2/10/2026 Lido Advisors LLC71,833$3.01M0.0%N/A0.166%
2/10/2026 One Capital Management LLC192,901$8.08M0.2%-0.4%0.445%
2/10/2026 Acorn Wealth Advisors LLC50,639$2.12M0.6%+52.2%0.117%


HYLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 270 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 241 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 4,621,195 shares in the last 24 months. This purchase volume represents approximately $193.16M in transactions.

Of the 107 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), Concurrent Investment Advisors LLC ($139.87K), Geneos Wealth Management Inc. ($128.75K), Raymond James Financial Inc. ($128.35K), Bank of America Corp DE ($117.58K), and NewEdge Advisors LLC ($107.55K).

Institutional investors have sold a total of 2,233,773 shares in the last 24 months. This volume of shares sold represents approximately $92.99M in transactions.


Related Companies

This page (NASDAQ:HYLS) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | 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
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel