Q3 2024 13F Holders as of 30 Sep 2024
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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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40.4M
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Number of holders
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211
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Total 13F shares, excl. options
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23.5M
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Shares change
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+1.69M
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Total reported value, excl. options
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$984M
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Value change
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+$71.1M
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Number of buys
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105
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Number of sells
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-95
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Price
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$41.96
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) as of Q3 2024
231 filings reported holding HYLS - First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF as of Q3 2024.
First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (HYLS) has 211 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.5M shares
of 40.4M outstanding shares and own 58.06% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (5.31M shares), LPL Financial LLC (3.18M shares), FIRST TRUST ADVISORS LP (2.8M shares), WELLS FARGO & COMPANY/MN (2.09M shares), UBS Group AG (1.05M shares), Royal Bank of Canada (712K shares), BANK OF AMERICA CORP /DE/ (421K shares), PARK NATIONAL CORP /OH/ (337K shares), One Capital Management, LLC (307K shares), and KMG FIDUCIARY PARTNERS, LLC (305K shares).
This table shows the top 211 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.