Latest Period
Q1 2026
Security Snapshot
First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) Institutional Ownership
CUSIP: 33738D408
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
219
Shares (Excl. Options)
23,760,301
Price
$40.57
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- Security type / class
- Equity / First Trust Tactical High Yield ETF
- Symbol
- HYLS
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 23,760,301
- Total 13F value
- $964,043,570
- Portfolio coverage rank
- 0%
- Share change
- -2,239,841
- Value change
- -$91,687,647
- Number of holders
- 219
- Shares outstanding
- 40,406,685
- SEC-reported price per share
- $41.08
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HYLS - First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF is tracked under CUSIP 33738D408.
- 219 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 220 to 219 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,089,062,312 to $964,043,570.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 219 institutions filings for Q1 2026.
Security key
33738D408
Latest holder period
Q1 2026
13F holders
219
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D408:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
HYLS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 28% | +4.9% | $482,884,539 | +$25,801,502 | 11,483,580 | +5.6% | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 31 Mar 2026, 219 institutional investors reported holding 23,760,301 shares of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS). This represents 59% of the company’s total 40,406,685 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
49%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 12% | 5,033,375 | -22% | 0.01% | $204,204,052 |
| LPL Financial LLC | 8.1% | 3,264,130 | -17% | 0.04% | $132,425,719 |
| FIRST TRUST ADVISORS LP | 6.7% | 2,700,445 | -3.5% | 0.08% | $109,557,053 |
| WELLS FARGO & COMPANY/MN | 4% | 1,596,114 | -9.1% | 0.01% | $64,754,321 |
| UBS Group AG | 2.4% | 979,128 | -10% | 0.01% | $39,723,223 |
| ROYAL BANK OF CANADA | 1.9% | 751,041 | +5.6% | 0.01% | $30,470,000 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 511,667 | +6.2% | 0.01% | $20,758,353 |
| JANE STREET GROUP, LLC | 1.2% | 503,982 | 0.02% | $20,446,550 | |
| &PARTNERS | 1.2% | 474,310 | +12% | 0.1% | $19,237,455 |
| KMG FIDUCIARY PARTNERS, LLC | 1% | 413,297 | +3.3% | 1.2% | $16,767,466 |
| Vestmark Advisory Solutions, Inc. | 0.9% | 364,748 | -3.2% | 0.16% | $14,797,858 |
| BANK OF AMERICA CORP /DE/ | 0.83% | 333,697 | -1.9% | 0% | $13,538,091 |
| ENVESTNET ASSET MANAGEMENT INC | 0.78% | 317,141 | -26% | 0% | $12,866,407 |
| STIFEL FINANCIAL CORP | 0.73% | 296,318 | -13% | 0.01% | $12,022,378 |
| PARK NATIONAL CORP /OH/ | 0.73% | 292,954 | -1.2% | 0.36% | $11,885,143 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 0.68% | 275,331 | +4.3% | 0.27% | $11,170,141 |
| Janney Montgomery Scott LLC | 0.59% | 237,111 | +36% | 0.02% | $9,620,000 |
| Cetera Investment Advisers | 0.58% | 233,205 | +2% | 0.01% | $9,461,130 |
| Clear Creek Financial Management, LLC | 0.54% | 218,522 | +0.28% | 0.68% | $8,865,422 |
| Independent Advisor Alliance | 0.51% | 204,561 | 0.09% | $8,299,030 | |
| One Capital Management, LLC | 0.43% | 174,899 | -9.3% | 0.19% | $7,095,653 |
| Fearless Solutions, LLC dba Best Invest | 0.41% | 166,892 | -14% | 4.1% | $6,770,829 |
| NewEdge Advisors, LLC | 0.4% | 161,442 | +14% | 0.02% | $6,549,678 |
| CITIGROUP INC | 0.34% | 138,208 | -7.7% | 0% | $5,607,099 |
| Cambridge Investment Research Advisors, Inc. | 0.3% | 122,632 | +1.2% | 0.01% | $4,975,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 23,760,301 | $964,043,570 | -$91,687,647 | $40.57 | 219 |
| 2025 Q4 | 26,017,312 | $1,089,062,312 | +$43,598,699 | $41.86 | 220 |
| 2025 Q3 | 24,852,497 | $1,044,922,713 | +$23,741,793 | $42.05 | 207 |
| 2025 Q2 | 24,333,367 | $1,017,240,400 | -$19,019,226 | $41.81 | 211 |
| 2025 Q1 | 24,815,362 | $1,018,651,175 | -$2,620,470 | $41.04 | 219 |
| 2024 Q4 | 24,952,217 | $1,031,321,637 | +$41,257,239 | $41.33 | 231 |
| 2024 Q3 | 23,472,672 | $984,861,316 | +$71,275,037 | $41.96 | 212 |
| 2024 Q2 | 21,802,256 | $885,822,387 | -$48,428,854 | $40.63 | 211 |
| 2024 Q1 | 22,854,210 | $942,195,298 | -$9,093,583 | $41.23 | 204 |
| 2023 Q4 | 23,096,395 | $960,009,737 | -$33,670,982 | $41.57 | 210 |
| 2023 Q3 | 23,666,448 | $928,438,831 | -$75,334,995 | $39.23 | 198 |
| 2023 Q2 | 25,458,651 | $1,008,753,092 | -$40,075,434 | $39.63 | 207 |
| 2023 Q1 | 26,573,013 | $1,057,084,184 | +$6,409,336 | $39.76 | 203 |
| 2022 Q4 | 26,301,192 | $1,024,984,433 | -$61,147,602 | $38.94 | 214 |
| 2022 Q3 | 27,468,993 | $1,053,044,944 | -$30,443,804 | $38.32 | 197 |
| 2022 Q2 | 28,198,378 | $1,105,639,492 | -$120,279,219 | $39.15 | 201 |
| 2022 Q1 | 31,159,459 | $1,425,697,459 | -$120,506,795 | $45.76 | 219 |
| 2021 Q4 | 33,545,650 | $1,605,205,801 | +$13,071,400 | $47.85 | 214 |
| 2021 Q3 | 32,828,952 | $1,582,297,604 | -$47,792,763 | $48.19 | 194 |
| 2021 Q2 | 33,790,430 | $1,638,743,433 | +$46,640,987 | $48.51 | 197 |
| 2021 Q1 | 32,849,994 | $1,598,344,819 | -$15,435,874 | $48.65 | 201 |
| 2020 Q4 | 33,173,539 | $1,616,527,876 | +$216,064,350 | $48.72 | 198 |
| 2020 Q3 | 27,798,324 | $1,311,520,160 | +$164,401,677 | $47.18 | 166 |
| 2020 Q2 | 24,104,615 | $1,105,334,555 | +$248,699,887 | $45.83 | 159 |
| 2020 Q1 | 18,767,741 | $790,074,266 | -$32,663,285 | $41.98 | 147 |