Who Owns First Trust Tactical High Yield ETF (HYLS)?Hedge Fund & Institutional Holders

$40.71-0.01 (-0.03%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.71000164000117e+211T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$39.80$40.43$41.06$41.69$42.32Aug 24Jun 25Mar 26

HYLS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TD Capital Management LLCNew Position+481+$20.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+428K+$17.0M
Holos Integrated Wealth LLCNew Position+245K+$10.2M
Fearless Solutions, LLC dba Best InvestNew Position+194K+$8.1M
Janney Montgomery Scott LLCNew Position+175K+$7.0M
Blackhawk Capital Partners, LLCNew Position+139K+$5.8M
Elevation Capital Advisory, LLCNew Position+113K+$4.7M
STEPHENS INC /AR/New Position+110K+$4.6M
OPPENHEIMER & CO INCNew Position+93K+$3.9M
Concurrent Investment Advisors, LLCNew Position+88K+$3.7M
Quad-Cities Investment Group, LLCNew Position+81K+$3.4M
Brendel Financial Advisors LLCNew Position+72K+$3.0M
Lido Advisors, LLCNew Position+72K+$3.0M
Envestnet Portfolio Solutions, Inc.New Position+86K+$3.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+73K+$3.0M

HYLS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-10K-$74.1B
OSAIC HOLDINGS, INC.Decreased-32K-$11.6B
Cetera Investment AdvisersDecreased-23K-$10.6B
One Capital Management, LLCDecreased-821-$8.1B
Kingsview Wealth Management, LLCDecreased-83K-$7.4B
CITIGROUP INCDecreased-8K-$6.6B
NewEdge Advisors, LLCDecreased-5K-$6.2B
Private Advisor Group, LLCDecreased-559-$3.6B
EWG Elevate Inc.Closed Position-60K-$2.5B
Harvest Investment Services, LLCDecreased-1K-$2.0B
Advisory Services Network, LLCClosed Position-40K-$1.7B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-940-$1.7B
COMERICA BANKDecreased-8K-$1.5B
Focus Partners WealthDecreased-2K-$1.5B
AMERIPRISE FINANCIAL INCClosed Position-22K-$919.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY6,475,899$271.0M0.02%Share
2LPL Financial LLC3,937,904$164.0M0.04%Share
3FIRST TRUST ADVISORS LP2,799,443$117.0M0.09%Share
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO333,424$53.0M0.03%Share
5UBS Group AG1,088,233$45.6M0.01%Share
6WELLS FARGO & COMPANY/MN1,078,355$45.0M0.01%Share
7ROYAL BANK OF CANADA706,356$29.0M0.00%Share
8WELLS FARGO & COMPANY/MN676,909$28.0M0.01%Share
9TD Capital Management LLC481$20.1M0.00%Share
10ENVESTNET ASSET MANAGEMENT INC428,301$17.0M0.01%Share
11&PARTNERS424,614$17.0M0.09%Share
12KMG FIDUCIARY PARTNERS, LLC400,080$16.7M1.19%Share
13STIFEL FINANCIAL CORP340,007$14.0M0.01%Share
14PARK NATIONAL CORP /OH/292,587$12.2M0.38%Share
15Vestmark Advisory Solutions, Inc.263,948$11.0M0.15%Share
16ELEVATION POINT WEALTH PARTNERS, LLC263,984$11.0M0.53%Share
17BANK OF AMERICA CORP /DE/269,246$11.0M0.00%Share
18RAYMOND JAMES FINANCIAL INC258,815$10.0M0.00%Share
19Clear Creek Financial Management, LLC217,909$9.1M0.74%Share
20RAYMOND JAMES FINANCIAL INC223,105$9.0M0.00%Share
21OSAIC HOLDINGS, INC.228,282$9.0M0.01%Share
22Cetera Investment Advisers228,710$9.0M0.01%Share
23Fearless Solutions, LLC dba Best Invest194,266$8.1M4.93%Share
24One Capital Management, LLC192,901$8.1M0.24%Share
25Holos Integrated Wealth LLC187,581$7.8M4.60%Share
26Janney Montgomery Scott LLC174,618$7.0M0.02%Share
27CITIGROUP INC149,716$6.0M0.00%Share
28Blackhawk Capital Partners, LLC138,887$5.8M2.18%Share
29Cambridge Investment Research Advisors, Inc.121,199$5.0M0.01%Share
30NewEdge Advisors, LLC141,930$5.0M0.02%Share
31Elevation Capital Advisory, LLC113,362$4.7M1.94%Share
32Vestmark Advisory Solutions, Inc.112,920$4.7M0.06%Share
33STEPHENS INC /AR/110,463$4.6M0.06%Share
34ASSETMARK, INC97,765$4.1M0.01%Share
35OPPENHEIMER & CO INC92,767$3.9M0.06%Share
36Concurrent Investment Advisors, LLC86,054$3.6M0.04%Share
37Quad-Cities Investment Group, LLC81,287$3.4M1.40%Share
38Private Advisory Group LLC75,947$3.2M0.25%Share
39Brendel Financial Advisors LLC72,210$3.0M1.49%Share
40COMMONWEALTH EQUITY SERVICES, LLC72,562$3.0M0.00%Share
41Private Advisor Group, LLC85,994$3.0M0.01%Share
42Kingsview Wealth Management, LLC91,945$3.0M0.04%Share
43Envestnet Portfolio Solutions, Inc.85,820$3.0M0.01%Share
44Lido Advisors, LLC71,833$3.0M0.01%Share
45Janney Capital Management LLC66,237$2.8M0.17%Share
46Darwin Wealth Management, LLC62,301$2.6M0.81%Share
47AXXCESS WEALTH MANAGEMENT, LLC62,144$2.6M0.01%Share
48D.A. DAVIDSON & CO.60,802$2.5M0.02%Share
49Holos Integrated Wealth LLC57,559$2.4M1.34%Share
50TRUIST FINANCIAL CORP55,499$2.3M0.00%Share

HYLS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025217$1.1B+104
Q3 2025113$895.3B-79
Q2 2025192$626.3B-20
Q1 2025212$967.7B+30
Q4 2024182$78.8T+38
Q3 2024144$665.8T-8
Q2 2024152$590.3T+16
Q1 2024136$613.1T—

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As of Q4 2025, 50 institutional investors hold HYLS (First Trust Tactical High Yield ETF). The largest holder is MORGAN STANLEY with $271.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HYLS?

As of Q4 2025, 50 institutional investors report holding HYLS (First Trust Tactical High Yield ETF) in their 13F filings.

Who is the largest institutional holder of HYLS?

The largest institutional holder of HYLS is MORGAN STANLEY with $271.0M in shares.

Is institutional ownership of HYLS increasing or decreasing?

This quarter, 15 institutions opened new positions in HYLS and 3 closed their positions.