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
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,248 shares
Latest Disclosed Value $ 50,631
IFP Advisors, Inc reports 6.17% decrease in ownership of HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,248 shares of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF (US:HYLS) valued at $50,631 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,330 shares of First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF. This represents a change in shares of -6.17% during the quarter. The current value of the position is $50,844 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)
2026-04-13 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 1,248 -82 -6.17 51 -9.09 0.0010
2026-02-06 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 1,330 535 67.30 56 66.67 0.0012
2026-02-06 2025-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL mc 33738D408 795 200 33.61 33 37.50 0.0009
2025-12-02 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL mc 33738D408 797 202 33 0.0009
2025-07-24 2025-06-30 13F FIRST TR EXCHANGE-TRADED mc 33738D408 595 254 74.49 25 71.43 0.0007
2025-05-05 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 341 -162 -32.21 14 -30.00 0.0004
2025-02-04 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 503 -100 -16.58 21 -20.00 0.0007
2025-02-04 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 603 -104 -14.71 25 -10.71 0.0009
2024-07-30 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 707 115 19.43 29 16.67 0.0011
2024-07-30 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 592 8 1.37 24 0.00 0.0011
2024-01-09 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 584 -3,487 -85.65 24 -84.91 0.0011
2023-10-12 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 4,071 -448 -9.91 160 -11.17 0.0072
2023-08-14 2023-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33738D408 4,519 -75,787 -94.37 179 -95.29 0.0075
2023-08-04 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 4,519 -75,787 214 0.0099
2023-04-18 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 80,306 6,136 8.27 3,799 126,533.33 0.1653
2023-02-07 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 74,170 -64,198 -46.40 4 -99.95 0.0944
2022-11-08 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33738D408 138,368 5,313 3.99 6,574 4.15 0.1713
2022-09-06 2022-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33738D408 133,055 0 0.00 6,312 0.00 0.2024
2022-08-12 2022-06-30 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 22,235 -110,820 1,050 1.8798
2022-09-06 2022-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33738D408 133,055 90,194 210.43 6,312 206.41 0.2024
2022-08-08 2022-03-31 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 69,161 26,300 3,272 0.0668
2022-01-12 2021-12-31 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 42,861 -11,751 -21.52 2,060 -21.97 0.0403
2021-10-06 2021-09-30 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 54,612 -14,471 -20.95 2,640 -21.31 0.0528
2021-07-13 2021-06-30 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 69,083 4,750 7.38 3,355 7.26 0.0694
2021-04-30 2021-03-31 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 64,333 5,279 8.94 3,128 8.80 0.0609
2021-01-25 2020-12-31 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 59,054 12,860 27.84 2,875 31.46 0.1165
2020-10-29 2020-09-30 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 46,194 23,654 104.94 2,187 110.69 0.1306
2020-08-05 2020-06-30 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 22,540 4,968 28.27 1,038 42.39 0.0823
2020-05-12 2020-03-31 13F FIRST TR EXCHANGETRADED FD FIRST TR TA HIYL CEF 33738D408 17,572 2,861 19.45 729 1.25 0.0736
2020-01-17 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL CEF 33738D408 14,711 -5,138 -25.89 720 -24.76 0.0541
2019-11-07 2019-09-30 13F FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL CEF 33738D408 19,849 13,041 191.55 957 194.46 0.0641
2019-05-15 2019-03-31 13F FIRST TRUST IVTACTICAL HIGH YIELD ETF ETF 33738D408 6,808 -6,356 -48.28 325 -44.92 0.0444
2019-06-03 2018-12-31 13F/A-10 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 13,164 -218,344 -94.31 590 -94.67 0.0360
2019-01-23 2018-12-31 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 13,164 -218,344 590 0.0360
2019-06-03 2018-09-30 13F/A-9 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 231,508 12,816 5.86 11,064 7.44 0.4509
2018-10-25 2018-09-30 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 231,508 12,816 11,064 0.4509
2019-06-03 2018-06-30 13F/A-8 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 218,692 33,368 18.01 10,298 14.41 0.4331
2018-08-07 2018-06-30 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 218,692 23,504 10,298
2019-06-03 2018-03-31 13F/A-7 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 185,324 0 0.00 9,001 0.00 0.4080
2018-05-09 2018-03-31 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 195,188 9,864 9,293
2019-06-03 2017-12-31 13F/A-6 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 185,324 48,974 35.92 9,001 34.56 0.4080
2018-01-24 2017-12-31 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 185,324 48,974 9,001
2017-10-30 2017-09-30 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 136,350 65,743 93.11 6,689 92.71 0.2656
2019-06-03 2017-06-30 13F/A-5 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 70,607 7,276 11.49 3,471 12.18 0.1471
2017-07-31 2017-06-30 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 70,607 7,276 3,471
2019-06-03 2017-03-31 13F/A-4 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 63,331 11,744 22.77 3,094 24.36 0.1348
2017-04-26 2017-03-31 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 63,331 11,744 3,094
2019-06-03 2016-12-31 13F/A-3 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 51,587 6,278 13.86 2,488 12.89 0.1201
2017-02-14 2016-12-31 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 51,587 6,278 2,488
2016-11-04 2016-09-30 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 45,309 547 1.22 2,204 3.28 0.1146
2019-06-03 2016-06-30 13F/A-2 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 44,762 37,954 557.49 2,134 556.62 0.1191
2016-08-22 2016-06-30 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 44,762 37,954 2,134
2019-06-03 2016-03-31 13F/A-1 FIRST TRUST IVTACTICAL HIGH YIELD ETF ETF 33738D408 6,808 -3,379 -33.17 325 -32.01 0.0444
2016-05-02 2016-03-31 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 39,485 29,298 1,871
2016-02-11 2015-12-31 13F FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 10,187 10,187 478 0.0321
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.