First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
US ˙ NasdaqGM ˙ US33738D4088

SecurityHYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership1,693 shares
Latest Disclosed Value $ 69
Capital Analysts, Inc. ownership in HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 1,693 shares of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (US:HYLS) valued at $68,685 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 1,693 shares of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF. The current value of the position is $69,193 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 1,693 0 0.00 0 0.0018
2026-05-15 2025-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 1,693 -387 -18.61 0 0.0020
2026-02-11 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 1,693 -387 0 0.0022
2025-11-14 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2,080 0 0.00 0 0.0025
2025-08-13 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2,080 0 0.00 0 0.0029
2025-05-14 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2,080 -2,727 -56.73 0 0.0032
2025-02-14 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 4,807 0 0.00 0 0.0080
2024-11-13 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 4,807 0 0.00 0 0.0082
2024-08-14 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 4,807 -200 -3.99 0 0.0086
2024-05-14 2024-03-31 13F FIRSTTREXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 5,007 -5,123 -50.57 0 0.0096
2024-01-30 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 10,130 -1,707 -14.42 0 0.0212
2023-11-13 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 11,837 -1,216 -9.32 0 0.0258
2023-08-11 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 13,053 688 5.56 1 0.0287
2023-05-05 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 12,365 -1,932 -13.51 0 0.0281
2023-02-08 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 14,297 -893 -5.88 1 0.0340
2022-11-14 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 15,190 8,478 126.31 1 0.0401
2022-08-12 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 6,712 1,291 23.81 0 0.0183
2022-05-12 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 5,421 177 3.38 0 0.0157
2022-02-10 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 5,244 1,181 29.07 0 0.0152
2021-11-04 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 4,063 263 6.92 0 0.0129
2021-11-15 2021-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 3,800 980 34.75 0 0.0124
2021-08-05 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 3,800 980 0 0.0116
2021-05-17 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2,820 380 15.57 0 0.0095
2021-02-16 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2,440 175 7.73 0 0.0104
2020-11-12 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2,265 1,075 90.34 0 -100.00 0.0102
2020-08-07 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 1,190 -960 -44.65 55 -38.89 0.0058
2020-05-08 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2,150 245 12.86 90 -3.23 0.0110
2020-02-12 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 1,905 405 27.00 93 29.17 0.0092
2019-11-12 2019-09-30 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 1,500 115 8.30 72 7.46 0.0076
2019-08-13 2019-06-30 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 1,385 0 0.00 67 1.52 0.0073
2019-05-13 2019-03-31 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 1,385 0 0.00 66 6.45 0.0076
2019-02-13 2018-12-31 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 1,385 650 88.44 62 77.14 0.0081
2018-11-07 2018-09-30 13F/A-1 FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 735 100 15.75 35 16.67 0.0040
2018-11-07 2018-09-30 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 735 100 35
2018-11-07 2018-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 635 250 64.94 30 66.67 0.0036
2018-08-03 2018-06-30 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 635 250 30
2018-05-14 2018-03-31 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 385 385 18 0.0022
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.