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

211 hedge funds and large institutions have $984M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
87
Reduced
74
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$4.17M +$1.11M +26,411 +36%
EE
27
EWG Elevate
California
$4.16M +$2.01M +47,801 +93%
PG
28
Prostatis Group
Maryland
$4.14M +$306K +7,283 +8%
Osaic Holdings
29
Osaic Holdings
Arizona
$4.1M +$384K +9,147 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.99M -$14.1M -336,686 -78%
NA
31
NewEdge Advisors
Louisiana
$3.79M +$359K +8,545 +10%
KAS
32
Kestra Advisory Services
Texas
$3.56M -$503K -11,984 -12%
DWM
33
Darwin Wealth Management
Florida
$3.37M -$190K -4,529 -5%
NWWA
34
New Wave Wealth Advisors
Arkansas
$3.17M +$80.3K +1,913 +3%
HOWA
35
Heritage Oak Wealth Advisors
Florida
$3.17M +$3.17M +75,497 New
WS
36
Wedbush Securities
California
$3.17M -$45.7K -1,089 -1%
JCM
37
Janney Capital Management
Pennsylvania
$3.12M -$51.8K -1,234 -2%
AssetMark Inc
38
AssetMark Inc
California
$3.09M +$1.28M +30,477 +71%
KA
39
Kovack Advisors
Florida
$3.08M -$27.3K -651 -0.9%
AAS
40
Avantax Advisory Services
Texas
$3.01M +$156K +3,716 +5%
HIS
41
Harvest Investment Services
Illinois
$2.98M +$1.7M +40,433 +133%
SI
42
Stephens Inc
Arkansas
$2.95M +$2.56M +61,104 +661%
BFA
43
Brendel Financial Advisors
New Hampshire
$2.93M -$355K -8,451 -11%
ECA
44
Elevation Capital Advisory
Oregon
$2.9M +$40.8K +973 +1%
GM
45
GeoWealth Management
Illinois
$2.9M +$2.66M +63,448 +1,121%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$2.84M +$1.61M +38,308 +131%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$2.81M -$31.2K -743 -1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.63M -$22.9K -545 -0.9%
BCP
49
Blackhawk Capital Partners
Wisconsin
$2.6M +$172K +4,098 +7%
QCIG
50
Quad-Cities Investment Group
Iowa
$2.58M +$170K +4,046 +7%