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

13F Institutional Holders and Ownership History 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
$41.61
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
25,998,766
Total reported value
$1,088,235,477
% of total 13F portfolios
0%
Share change
+1,038,015
Value change
+$43,373,483
Number of holders
217
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 31 Dec 2025, 217 institutional investors reported holding 25,998,766 shares of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS). This represents 64% of the company’s total 40,406,685 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) together control 54% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 16% 6,476,051 +8.2% 0.02% $271,087,519
LPL Financial LLC 9.7% 3,937,904 +9.3% 0.05% $164,840,629
FIRST TRUST ADVISORS LP 6.9% 2,799,443 +0.38% 0.09% $117,184,683
WELLS FARGO & COMPANY/MN 4.3% 1,755,264 -0.55% 0.01% $73,475,324
UBS Group AG 2.7% 1,088,239 +4.7% 0.01% $45,553,684
ROYAL BANK OF CANADA 1.8% 711,136 +8.4% 0.01% $29,768,000
RAYMOND JAMES FINANCIAL INC 1.2% 481,920 +30% 0.01% $20,173,173
ENVESTNET ASSET MANAGEMENT INC 1.1% 428,301 +14% 0.01% $17,928,677
&PARTNERS 1.1% 424,614 +2.9% 0.09% $17,786,686
KMG FIDUCIARY PARTNERS, LLC 0.99% 400,080 +11% 1.2% $16,747,334
Vestmark Advisory Solutions, Inc. 0.93% 376,868 +16% 0.21% $15,775,686
STIFEL FINANCIAL CORP 0.84% 340,559 +0.42% 0.01% $14,256,266
BANK OF AMERICA CORP /DE/ 0.84% 340,281 +18% 0% $14,244,166
PARK NATIONAL CORP /OH/ 0.73% 296,442 +2.1% 0.39% $12,409,062
ELEVATION POINT WEALTH PARTNERS, LLC 0.65% 263,984 +11% 0.53% $11,050,383
OSAIC HOLDINGS, INC. 0.61% 244,641 -12% 0.01% $10,240,658
Cetera Investment Advisers 0.57% 228,710 -9% 0.01% $9,573,822
Clear Creek Financial Management, LLC 0.54% 217,909 +5.2% 0.74% $9,121,675
Fearless Solutions, LLC dba Best Invest 0.48% 194,266 -5.8% 4.9% $8,131,958
One Capital Management, LLC 0.48% 192,901 -0.42% 0.24% $8,074,848
Janney Montgomery Scott LLC 0.43% 174,618 +6% 0.02% $7,310,000
CITIGROUP INC 0.37% 149,716 -4.8% 0% $6,267,112
NewEdge Advisors, LLC 0.35% 141,930 -3.1% 0.02% $5,941,171
Blackhawk Capital Partners, LLC 0.34% 138,887 +17% 2.2% $5,813,810
Cambridge Investment Research Advisors, Inc. 0.3% 121,199 +1.7% 0.01% $5,073,000

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 (Median) Investors
2025 Q4 25,998,766 $1,088,235,477 +$43,373,483 $41.86 217
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
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