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

210 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
74
Reduced
94
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
51
Rockport Wealth
Ohio
$2.36M +$131K +3,133 +6%
Truist Financial
52
Truist Financial
North Carolina
$2.24M -$54.1K -1,294 -2%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$2.06M +$109K +2,598 +6%
SWM
54
Spire Wealth Management
Virginia
$1.99M +$714K +17,079 +56%
HI
55
Harbour Investments
Wisconsin
$1.99M -$213K -5,102 -10%
HIS
56
Harvest Investment Services
Illinois
$1.97M +$8.28K +198 +0.4%
AAS
57
Avantax Advisory Services
Texas
$1.95M -$2.05M -49,055 -51%
BAWM
58
Bennett Associates Wealth Management
Pennsylvania
$1.91M -$293 -7 -0%
JWCA
59
J.W. Cole Advisors
Florida
$1.89M -$48.2K -1,153 -2%
RA
60
RiverTree Advisors
Florida
$1.72M -$315K -7,536 -15%
DC
61
Davenport & Co
Virginia
$1.7M -$392K -9,374 -19%
CPIG
62
Chicago Partners Investment Group
Illinois
$1.7M +$60.7K +1,456 +4%
ASN
63
Advisory Services Network
Georgia
$1.67M +$708K +17,010 +74%
KPWS
64
Kestra Private Wealth Services
Texas
$1.66M +$266K +6,360 +19%
BEI
65
Benjamin Edwards Inc
Missouri
$1.66M +$16.6K +398 +1%
SFP
66
Strategic Financial Partners
Oregon
$1.65M +$7.4K +177 +0.4%
FPWM
67
FSB Premier Wealth Management
Iowa
$1.49M +$84.4K +2,019 +6%
AAS
68
Ameritas Advisory Services
Nebraska
$1.48M -$142K -3,406 -9%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$1.46M -$57.6K -1,377 -4%
Comerica Bank
70
Comerica Bank
Texas
$1.45M +$325K +7,778 +29%
FA
71
Fountainhead AM
New Jersey
$1.45M +$774K +18,519 +115%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$1.28M -$1.32M -31,444 -51%
WCM
73
Winebrenner Capital Management
Kentucky
$1.24M +$47.4K +1,134 +4%
KA
74
Kovack Advisors
Florida
$1.22M -$122K -2,924 -9%
LIA
75
Luken Investment Analytics
Tennessee
$1.22M -$73K -1,747 -6%