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First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF

219 hedge funds and large institutions have $963M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 221219 (-2)

2% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 83

6.85% less ownership

Funds ownership: 61.43%54.59% (-6.8%)

12% less capital invested

Capital invested by funds: $1.09B → $963M (-$126M)

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
81
Reduced
83
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$4.55M +$2.47M +59,755 +114%
Osaic Holdings
27
Osaic Holdings
Arizona
$4.53M -$5.5M -133,010 -54%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.48M +$1.56M +37,833 +52%
OC
29
Oppenheimer & Co
New York
$4.35M +$599K +14,487 +16%
LFIA
30
Legacy Financial Independent Advisors
Kentucky
$3.93M +$4M +96,902 New
KWM
31
Kingsview Wealth Management
Oregon
$3.87M +$137K +3,323 +4%
DWM
32
Darwin Wealth Management
Florida
$3.61M +$1.1M +26,681 +43%
QCIG
33
Quad-Cities Investment Group
Iowa
$3.61M +$315K +7,614 +9%
AssetMark Inc
34
AssetMark Inc
California
$3.44M -$539K -13,054 -13%
PAG
35
Private Advisor Group
New Jersey
$3.31M -$183K -4,429 -5%
PAG
36
Private Advisory Group
Washington
$3.08M +$3.8K +92 +0.1%
Lido Advisors
37
Lido Advisors
California
$2.99M +$80.6K +1,950 +3%
CIA
38
Concurrent Investment Advisors
Florida
$2.97M -$605K -14,640 -17%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.86M +$681K +16,478 +30%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$2.84M +$726K +17,564 +33%
KAS
41
Kestra Advisory Services
Texas
$2.78M +$68.8K +1,666 +2%
AWM
42
Avior Wealth Management
Nebraska
$2.63M +$2.68M +64,842 New
AWA
43
Acorn Wealth Advisors
Michigan
$2.61M +$570K +13,783 +27%
BAWM
44
Bennett Associates Wealth Management
Pennsylvania
$2.46M +$230K +5,556 +10%
WS
45
Wedbush Securities
California
$2.44M -$77.9K -1,885 -3%
PFS
46
Prospera Financial Services
Texas
$2.35M -$245K -5,936 -9%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$2.33M -$1.17M -28,404 -33%
WWM
48
Western Wealth Management
Colorado
$2.21M +$1.78M +42,984 +377%
HA
49
Hyposwiss Advisors
$2.18M +$216K +5,225 +11%
CPIG
50
Chicago Partners Investment Group
Illinois
$2.15M +$148K +3,589 +7%