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First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF

33 hedge funds and large institutions have $25.2M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$5.29M +$315K +6,921 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.54M +$3.21M +70,547 +973%
TI
3
tru Independence
Oregon
$2.39M +$383K +8,433 +19%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.7M +$885K +19,458 +108%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.63M +$13.4K +295 +0.8%
PWM
6
Perigon Wealth Management
California
$1.09M +$30.2K +664 +3%
NA
7
NewEdge Advisors
Louisiana
$1.08M +$1.68K +37 +0.2%
PFS
8
Prospera Financial Services
Texas
$968K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$794K -$442K -9,720 -36%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$722K -$483K -10,626 -40%
PWS
11
Proactive Wealth Strategies
Georgia
$565K +$565K +12,437 New
Osaic Holdings
12
Osaic Holdings
Arizona
$551K +$340K +7,476 +161%
Citadel Advisors
13
Citadel Advisors
Florida
$531K -$936K -20,596 -64%
HighTower Advisors
14
HighTower Advisors
Illinois
$438K +$5.09K +112 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$426K -$10K -221 -2%
AAS
16
Ameritas Advisory Services
Nebraska
$407K +$407K +8,952 New
CW
17
CreativeOne Wealth
Kansas
$353K +$353K +7,772 New
VWA
18
Visionary Wealth Advisors
Illinois
$339K +$5.87K +129 +2%
AWS
19
Atria Wealth Solutions
New York
$328K -$40.2K -885 -11%
CCFM
20
Clear Creek Financial Management
Washington
$308K
IWC
21
Integrated Wealth Concepts
Massachusetts
$307K -$5K -110 -2%
C
22
CEDRUS
Colorado
$262K -$51.1K -1,124 -16%
RJT
23
Raymond James Trust
Florida
$255K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$234K -$511K -11,232 -69%
SF
25
Synovus Financial
Georgia
$230K +$3.77K +83 +2%