Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / First Trust Tactical High Yield ETF
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Shares outstanding
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40,406,685
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Number of holders
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198
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Total 13F shares, excl. options
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23,666,448
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Shares change
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-1,912,181
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Total reported value, excl. options
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$928,438,831
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Value change
-
-$75,334,995
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Number of buys
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90
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Number of sells
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-100
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Price
-
$39.23
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) as of Q3 2023
226 filings reported holding HYLS - First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF as of Q3 2023.
First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) has 198 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23,666,448 shares
of 40,406,685 outstanding shares and own 59% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (4,163,292 shares), FIRST TRUST ADVISORS LP (2,616,033 shares), WELLS FARGO & COMPANY/MN (2,163,764 shares), LPL Financial LLC (2,104,738 shares), One Capital Management, LLC (1,355,148 shares), UBS Group AG (1,034,166 shares), Royal Bank of Canada (565,290 shares), PARK NATIONAL CORP /OH/ (437,505 shares), Csenge Advisory Group (427,850 shares), and BANK OF AMERICA CORP /DE/ (427,400 shares).
This table shows the top 198 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.