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

209 hedge funds and large institutions have $1.05B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 94 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 75

1.73% more ownership

Funds ownership: 60.18%61.91% (+1.7%)

3% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$26.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 216209 (-7)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
94
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$6.16M +$373K +8,891 +6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.01M -$288K -6,867 -5%
BCP
28
Blackhawk Capital Partners
Wisconsin
$5M +$527K +12,561 +12%
PG
29
Prostatis Group
Maryland
$4.73M -$420K -10,012 -8%
SI
30
Stephens Inc
Arkansas
$4.46M +$38.1K +908 +0.9%
PAG
31
Private Advisor Group
New Jersey
$3.64M +$106K +2,535 +3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.63M -$262K -6,243 -7%
AssetMark Inc
33
AssetMark Inc
California
$3.29M +$858K +20,476 +35%
QCIG
34
Quad-Cities Investment Group
Iowa
$3.26M +$52.7K +1,258 +2%
CIA
35
Concurrent Investment Advisors
Florida
$3.25M -$59.9K -1,430 -2%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$3.11M +$221K +5,268 +8%
PAG
37
Private Advisory Group
Washington
$3.04M +$259K +6,189 +9%
JCM
38
Janney Capital Management
Pennsylvania
$2.98M +$2.77K +66 +0.1%
BFA
39
Brendel Financial Advisors
New Hampshire
$2.77M -$20.3K -484 -0.7%
ECA
40
Elevation Capital Advisory
Oregon
$2.64M +$2.63M +62,718 New
WS
41
Wedbush Securities
California
$2.63M -$67.7K -1,614 -3%
DWM
42
Darwin Wealth Management
Florida
$2.62M -$33.7K -805 -1%
PFS
43
Prospera Financial Services
Texas
$2.6M +$166K +3,962 +7%
KAS
44
Kestra Advisory Services
Texas
$2.59M -$72.1K -1,721 -3%
EE
45
EWG Elevate
California
$2.51M +$106K +2,519 +4%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.35M +$1.06M +25,361 +83%
Truist Financial
47
Truist Financial
North Carolina
$2.31M +$56K +1,337 +2%
BAWM
48
Bennett Associates Wealth Management
Pennsylvania
$2.2M +$278K +6,640 +15%
DADC
49
D.A. Davidson & Co
Montana
$2.16M +$1.07M +25,472 +98%
HI
50
Harbour Investments
Wisconsin
$2.13M +$124K +2,964 +6%