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

218 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-13
Holders Change %
-5.63%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
94
Reduced
73
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
51
Oppenheimer & Co
New York
$2.23M -$127K -3,106 -5%
RW
52
Rockport Wealth
Ohio
$2.19M +$2.19M +53,375 New
HI
53
Harbour Investments
Wisconsin
$2.17M -$87.2K -2,125 -4%
DC
54
Davenport & Co
Virginia
$2.06M +$421K +10,265 +26%
RA
55
RiverTree Advisors
Florida
$2M +$62.7K +1,527 +3%
HIS
56
Harvest Investment Services
Illinois
$1.93M -$821K -19,997 -30%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$1.92M -$157K -3,818 -8%
JWCA
58
J.W. Cole Advisors
Florida
$1.9M -$21K -511 -1%
BAWM
59
Bennett Associates Wealth Management
Pennsylvania
$1.87M +$7.59K +185 +0.4%
DADC
60
D.A. Davidson & Co
Montana
$1.78M +$73.9K +1,800 +4%
SF
61
Summit Financial
New Jersey
$1.64M +$1.64M +39,889 New
CPIG
62
Chicago Partners Investment Group
Illinois
$1.62M +$45.6K +1,109 +3%
SFP
63
Strategic Financial Partners
Oregon
$1.62M +$99.7K +2,430 +7%
BEI
64
Benjamin Edwards Inc
Missouri
$1.61M +$80.1K +1,952 +5%
AAS
65
Ameritas Advisory Services
Nebraska
$1.6M -$4.7K -114 -0.3%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$1.49M +$33.6K +818 +2%
FPWM
67
FSB Premier Wealth Management
Iowa
$1.38M +$221K +5,375 +19%
KPWS
68
Kestra Private Wealth Services
Texas
$1.37M -$126K -3,078 -8%
KA
69
Kovack Advisors
Florida
$1.32M +$15.8K +386 +1%
MAM
70
Milestone Asset Management
Pennsylvania
$1.32M +$1.32M +32,164 New
LCWP
71
Legacy Capital Wealth Partners
Arkansas
$1.29M -$602K -14,672 -32%
LIA
72
Luken Investment Analytics
Tennessee
$1.27M +$355K +8,655 +39%
SWM
73
Spire Wealth Management
Virginia
$1.26M +$62.5K +1,524 +5%
LI
74
LVZ Inc
Michigan
$1.21M +$53K +1,291 +5%
WCM
75
Winebrenner Capital Management
Kentucky
$1.17M +$7.26K +177 +0.6%