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

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / First Trust Tactical High Yield ETF
Symbol
HYLS
Shares outstanding
40,406,685
Price per share
$41.86
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
24,853,788
Holdings value
$1,044,958,683
% of all portfolios
0%
Share change
+560,065
Value change
+$23,796,939
Average buys %
+0%
Average sells %
-0%
Number of holders
207
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) based on Schedule 13D/G filings

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 30 Sep 2025, First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) has 207 institutional shareholders filing 13F forms. They hold 24,853,788 shares of 40,406,685 outstanding shares (62%) .

Top 25 institutional shareholders own 52% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
MORGAN STANLEY 15% 5,987,350 +6.5% 0.02% $251,768,137
LPL Financial LLC 8.9% 3,602,061 +13% 0.04% $151,466,640
FIRST TRUST ADVISORS LP 6.9% 2,788,748 +2.4% 0.09% $117,266,853
WELLS FARGO & COMPANY/MN 4.4% 1,765,042 +3.5% 0.02% $74,219,993
UBS Group AG 2.6% 1,038,953 -14% 0.01% $43,687,973
ROYAL BANK OF CANADA 1.6% 656,304 +1.1% 0% $27,598,000
&PARTNERS 1% 412,611 +8.4% 0.11% $17,365,779
ENVESTNET ASSET MANAGEMENT INC 0.93% 376,237 +15% 0% $15,820,761
RAYMOND JAMES FINANCIAL INC 0.92% 370,491 -10% 0.01% $15,579,164
KMG FIDUCIARY PARTNERS, LLC 0.89% 359,953 +9.1% 1% $15,136,038
STIFEL FINANCIAL CORP 0.84% 339,145 +42% 0.01% $14,261,270
Vestmark Advisory Solutions, Inc. 0.81% 325,917 +152% 0.26% $13,704,825
PARK NATIONAL CORP /OH/ 0.72% 290,427 +0.91% 0.38% $12,212,456
BANK OF AMERICA CORP /DE/ 0.72% 288,936 -0.24% 0% $12,149,763
OSAIC HOLDINGS, INC. 0.68% 276,437 +12% 0.02% $11,602,348
Cetera Investment Advisers 0.62% 251,269 +13% 0.01% $10,565,864
Ocean Park Asset Management, LLC 0.6% 241,600 +293% 0.42% $10,159,280
ELEVATION POINT WEALTH PARTNERS, LLC 0.59% 237,801 0.7% $9,999,551
Clear Creek Financial Management, LLC 0.51% 207,183 +11% 0.75% $8,712,047
Fearless Solutions, LLC dba Best Invest 0.51% 206,208 -0.97% 5.6% $8,671,038
One Capital Management, LLC 0.48% 193,722 -3.3% 0.26% $8,146,041
Holos Integrated Wealth LLC 0.46% 187,581 +3% 4.6% $7,816,491
Kingsview Wealth Management, LLC 0.43% 175,244 +1.6% 0.11% $7,369,009
Janney Montgomery Scott LLC 0.41% 164,713 +1.8% 0.02% $6,926,000
CITIGROUP INC 0.39% 157,251 +1.6% 0% $6,612,405

Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 445,758 $18,659,562 -$4,959,921 $41.86 7
2025 Q3 24,853,788 $1,044,958,683 +$23,796,939 $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
2019 Q4 19,096,730 $931,678,299 +$100,827,496 $48.79 150
2019 Q3 17,549,388 $846,469,066 +$84,582,978 $48.24 139
2019 Q2 15,737,433 $757,151,735 +$91,656,086 $48.11 128
2019 Q1 14,750,475 $705,060,669 -$79,632,417 $47.79 128
2018 Q4 16,412,042 $737,066,755 -$81,252,423 $44.85 133
2018 Q3 18,059,963 $862,868,618 +$17,126,609 $47.79 126
2018 Q2 17,691,923 $833,117,264 -$18,971,487 $47.09 123
2018 Q1 18,090,534 $861,464,642 -$9,181,130 $47.61 127
2017 Q4 18,262,682 $887,351,582 -$8,968,584 $48.57 122
2017 Q3 18,129,112 $889,430,658 +$50,317,088 $49.06 96
2017 Q2 17,048,822 $838,165,473 -$35,823,242 $49.16 94
2017 Q1 17,772,314 $868,338,760 +$49,338,865 $48.86 94
2016 Q4 16,919,522 $816,118,776 +$35,070,054 $48.23 92
2016 Q3 16,141,729 $785,122,282 +$65,587,651 $48.64 87
2016 Q2 14,788,344 $705,165,059 +$45,586,030 $47.67 74
2016 Q1 13,767,949 $652,411,124 +$222,937,116 $47.39 71
2015 Q4 9,044,950 $424,739,000 +$96,972,121 $46.97 59
2015 Q3 6,942,050 $334,273,000 +$4,214,241 $48.14 48
2015 Q2 6,857,484 $342,691,290 +$43,174,881 $49.97 44
2015 Q1 5,988,183 $302,675,042 +$30,063,191 $50.54 34
2014 Q4 5,394,648 $267,859,946 +$163,753,421 $49.65 37
2014 Q3 2,110,216 $106,964,261 +$18,148,419 $50.68 35
2014 Q2 1,764,763 $92,898,978 +$24,520,403 $52.67 30
2014 Q1 1,298,505 $67,859,596 +$28,933,661 $52.25 29