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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
GIA
51
Gladstone Institutional Advisory
Florida
$2.07M +$1.16M +28,003 +122%
TBF
52
True Blue Financial
Michigan
$1.98M +$272K +6,585 +16%
SWM
53
Spire Wealth Management
Virginia
$1.98M -$44.5K -1,076 -2%
BEI
54
Benjamin Edwards Inc
Missouri
$1.97M +$16K +386 +0.8%
DC
55
Davenport & Co
Virginia
$1.88M -$242K -5,860 -11%
HIS
56
Harvest Investment Services
Illinois
$1.8M -$104K -2,528 -5%
DADC
57
D.A. Davidson & Co
Montana
$1.75M -$727K -17,586 -29%
FPWM
58
FSB Premier Wealth Management
Iowa
$1.62M -$224K -5,428 -12%
MOS
59
MGO One Seven
Ohio
$1.6M +$1.13M +27,322 +224%
SFP
60
Strategic Financial Partners
Oregon
$1.6M +$29.1K +705 +2%
Mariner
61
Mariner
Kansas
$1.59M -$285K -6,889 -15%
KPWS
62
Kestra Private Wealth Services
Texas
$1.54M -$37.2K -901 -2%
SF
63
Sun Financial
Utah
$1.48M +$20.5K +497 +1%
EGM
64
Engineers Gate Manager
New York
$1.41M +$1.24M +29,973 +615%
RA
65
RiverTree Advisors
Florida
$1.41M +$764K +18,487 +113%
LCWP
66
Legacy Capital Wealth Partners
Arkansas
$1.38M +$26.8K +649 +2%
KA
67
Kovack Advisors
Florida
$1.37M -$349K -8,449 -20%
HIW
68
Holos Integrated Wealth
Pennsylvania
$1.37M -$988K -23,913 -42%
RA
69
RFG Advisory
Alabama
$1.3M +$891K +21,564 +204%
EPW
70
Endeavor Private Wealth
Kansas
$1.2M +$1.22M +29,495 New
PAS
71
Park Avenue Securities
New York
$1.19M +$495K +11,971 +69%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$1.18M +$1.21M +29,203 New
WCM
73
Winebrenner Capital Management
Kentucky
$1.17M -$156K -3,765 -12%
QWM
74
QP Wealth Management
New Jersey
$1.14M -$84.4K -2,042 -7%
MWAM
75
Manhattan West Asset Management
California
$1.08M