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

209 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
66
Reduced
92
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.19M -$3.11M -74,892 -37%
HAS
27
HBW Advisory Services
California
$5.17M -$32.5K -781 -0.6%
HI
28
Harbour Investments
Wisconsin
$4.82M -$65.7K -1,580 -1%
Citigroup
29
Citigroup
New York
$4.65M -$411K -9,880 -8%
VWA
30
Visionary Wealth Advisors
Illinois
$4.61M +$4.61M +110,892 New
SWP
31
Stratos Wealth Partners
Ohio
$4.48M +$924K +22,222 +26%
CIA
32
Concurrent Investment Advisors
Florida
$4.31M +$4.31M +103,627 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.07M +$4.07M +98,004 New
BCP
34
Blackhawk Capital Partners
Wisconsin
$3.95M +$1.44M +34,590 +57%
AAS
35
Avantax Advisory Services
Texas
$3.91M +$1.25M +29,992 +47%
DWM
36
Darwin Wealth Management
Florida
$3.89M -$364K -8,765 -9%
CAN
37
Cetera Advisor Networks
California
$3.64M -$274K -6,592 -7%
T
38
Tidemark
California
$3.49M +$3.49M +83,913 New
KAS
39
Kestra Advisory Services
Texas
$3.45M -$364K -8,754 -10%
WS
40
Wedbush Securities
California
$3.45M -$367K -8,819 -10%
CCFM
41
Clear Creek Financial Management
Washington
$3.42M -$480K -11,550 -12%
BFA
42
Brendel Financial Advisors
New Hampshire
$3.34M -$41.3K -993 -1%
JCM
43
Janney Capital Management
Pennsylvania
$3.29M -$79.3K -1,908 -2%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$3.27M -$948K -22,815 -22%
LIA
45
Luken Investment Analytics
Tennessee
$3.25M -$12.2M -293,387 -79%
KA
46
Kovack Advisors
Florida
$3.03M +$56.1K +1,350 +2%
Renaissance Technologies
47
Renaissance Technologies
New York
$2.9M -$328K -7,899 -10%
KA
48
Kure Advisory
Minnesota
$2.84M +$2.84M +68,348 New
NA
49
NewEdge Advisors
Louisiana
$2.84M +$345K +8,320 +14%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$2.8M +$55K +1,322 +2%