证券记录 · 已归档季度
HYLS
First Trust Tactical High Yield ETF · Financial Services · Asset Management - Bonds
38被追踪持有人
+6Δ持有人
17.38M持有股份
$704.94M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +18.8% ·
股份流向 -11.2% ·
净新建仓位 +15.8%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 0 | 16.90M | $687.04M | +2 | −2 |
| Q1 2026 | 38 | +6 | 17.38M | $704.94M | +7 | −1 |
| Q4 2025 | 32 | +1 | 19.57M | $819.06M | +1 | — |
| Q3 2025 | 2 | -2 | 5.99M | $251.89M | — | −2 |
| Q2 2025 | 2 | +1 | 128.53K | $5.37M | +1 | — |
| Q1 2025 | 1 | -1 | 105.20K | $4.32M | — | −1 |
| Q4 2024 | 2 | 0 | 140.22K | $5.80M | — | — |
| Q3 2024 | 2 | +1 | 112.80K | $4.73M | +1 | — |
| Q2 2024 | 1 | — | 70.30K | $2.86M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.03M | -22.3% | $204.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.03M | -22.3% | $204.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 3.26M | -17.1% | $132.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | First Trust Advisors Lp | 2.70M | -3.5% | $109.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.60M | -9.1% | $64.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.60M | -9.1% | $64.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 979.13K | -10.0% | $39.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 751.04K | +5.6% | $30.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 751.04K | +5.6% | $30.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 751.04K | +5.6% | $30.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 511.67K | +6.2% | $20.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 511.67K | +6.2% | $20.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 503.98K | 新增 | $20.45M | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 333.70K | -1.9% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 333.70K | -1.9% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 317.14K | -25.9% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 296.32K | -13.0% | $12.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 296.32K | -13.0% | $12.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 233.21K | +2.0% | $9.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citigroup Inc | 138.21K | -7.7% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 111.63K | -54.4% | $4.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 111.63K | -54.4% | $4.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 110.39K | +52.1% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 84.71K | -13.3% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Lido Advisors, LLC | 73.78K | +2.7% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 70.58K | +30.5% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 39.13K | -15.0% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 29.20K | 新增 | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 24.78K | -55.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 24.52K | 新增 | $994,574 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 24.48K | +2.5% | $993,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 23.16K | -55.2% | $939,479 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 22.66K | -32.4% | $919,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 19.37K | -31.3% | $785,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 12.09K | -13.5% | $490,539 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 7.66K | -28.7% | $310,891 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 7.01K | 新增 | $284,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 6.33K | +35.9% | $256,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 6.33K | +35.9% | $256,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 6.33K | +35.9% | $256,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 6.11K | -46.1% | $248,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Cerity Partners LLC | 5.88K | 新增 | $238,470 | 0.0% | New | 1 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 5.63K | 新增 | $228,512 | 0.0% | New | 1 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 4.41K | +1.4% | $179,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 2.12K | +51.9% | $84,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 2.12K | +51.9% | $84,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 687 | -70.9% | $27,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 627 | +25.4% | $25,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 627 | +25.4% | $25,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 627 | +25.4% | $25,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 555 | 新增 | $22,389 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Jane Street Group, Llc | $20.45M | 0.0% |
| Fifth Third Bancorp | $1.18M | 0.0% |
| UBS AM, a distinct business… | $994,574 | 0.0% |
| Hrt Financial Lp | $284,000 | 0.0% |
| Cerity Partners LLC | $238,470 | 0.0% |
| HighTower Advisors, LLC | $228,512 | 0.0% |
| Jones Financial Companies Lllp | $22,389 | 0.0% |
已清仓
| Qube Research & Technologies… | $586 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 220 持有人, 23.63M 股份, $943.02M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据