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

210 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
21
Increased
79
Reduced
82
Closed
13
Calls
Puts
$1.19M
Net Calls
-$1.19M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
ECA
26
Elevated Capital Advisors
Utah
$5.24M +$642K +16,190 +14%
HI
27
Harbour Investments
Wisconsin
$4.82M -$59.7K -1,506 -1%
AWM
28
AE Wealth Management
Kansas
$4.79M +$1.72M +43,510 +56%
Citigroup
29
Citigroup
New York
$4.75M +$448K +11,300 +10%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.7M -$7.05M -177,819 -60%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$4.53M -$758K -19,132 -14%
BCP
32
Blackhawk Capital Partners
Wisconsin
$4.44M +$3.81M +96,253 +612%
HAS
33
HBW Advisory Services
California
$3.82M +$571K +14,418 +18%
ACA
34
Ascension Capital Advisors
Texas
$3.8M
KAS
35
Kestra Advisory Services
Texas
$3.75M -$522K -13,180 -12%
EE
36
EWG Elevate
California
$3.61M +$422K +10,643 +13%
WS
37
Wedbush Securities
California
$3.54M +$10.6K +267 +0.3%
KWM
38
Kingsview Wealth Management
Oregon
$3.46M +$130K +3,276 +4%
PFS
39
Prospera Financial Services
Texas
$3.4M +$58.6K +1,479 +2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.4M -$5.48M -138,200 -62%
LI
41
LVZ Inc
Michigan
$3.39M +$53.3K +1,346 +2%
AWS
42
Atria Wealth Solutions
New York
$3.31M -$1.75M -44,165 -35%
Renaissance Technologies
43
Renaissance Technologies
New York
$3.12M +$377K +9,507 +14%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3.05M +$995K +25,113 +48%
KA
45
Kovack Advisors
Florida
$3.05M -$139K -3,501 -4%
SWP
46
ShoreHaven Wealth Partners
New Jersey
$3M -$326K -8,216 -10%
Truist Financial
47
Truist Financial
North Carolina
$2.96M -$761K -19,198 -20%
BFA
48
Brendel Financial Advisors
New Hampshire
$2.91M -$161K -4,059 -5%
JCM
49
Janney Capital Management
Pennsylvania
$2.79M -$167K -4,207 -6%
CAN
50
Cetera Advisor Networks
California
$2.78M -$93.5K -2,359 -3%