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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
SWM
51
Spire Wealth Management
Virginia
$2.12M +$115K +2,746 +6%
RW
52
Rockport Wealth
Ohio
$2.1M -$277K -6,603 -12%
DC
53
Davenport & Co
Virginia
$2.07M +$357K +8,517 +21%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$2.07M -$10.1K -240 -0.5%
HIS
55
Harvest Investment Services
Illinois
$2.03M +$49.2K +1,174 +2%
CPIG
56
Chicago Partners Investment Group
Illinois
$2.01M +$290K +6,909 +17%
Mariner
57
Mariner
Kansas
$1.93M +$1.53M +36,486 +389%
FA
58
Fountainhead AM
New Jersey
$1.84M +$386K +9,210 +27%
FPWM
59
FSB Premier Wealth Management
Iowa
$1.82M +$321K +7,669 +22%
JWCA
60
J.W. Cole Advisors
Florida
$1.81M -$96K -2,289 -5%
BEI
61
Benjamin Edwards Inc
Missouri
$1.72M +$51.3K +1,223 +3%
SFP
62
Strategic Financial Partners
Oregon
$1.71M +$42K +1,003 +3%
ASN
63
Advisory Services Network
Georgia
$1.68M
KPWS
64
Kestra Private Wealth Services
Texas
$1.67M -$2.81K -67 -0.2%
RA
65
RiverTree Advisors
Florida
$1.54M -$186K -4,430 -11%
Comerica Bank
66
Comerica Bank
Texas
$1.53M +$63K +1,503 +4%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$1.49M +$21K +502 +1%
AWA
68
Acorn Wealth Advisors
Michigan
$1.4M +$335K +7,984 +32%
WCM
69
Winebrenner Capital Management
Kentucky
$1.37M +$121K +2,896 +10%
LCWP
70
Legacy Capital Wealth Partners
Arkansas
$1.34M +$114K +2,731 +9%
AAS
71
Ameritas Advisory Services
Nebraska
$1.28M -$207K -4,928 -14%
KA
72
Kovack Advisors
Florida
$1.24M +$12.7K +302 +1%
LI
73
LVZ Inc
Michigan
$1.18M -$41.2K -982 -3%
OC
74
Oppenheimer & Co
New York
$1.13M +$24.6K +586 +2%
MWAM
75
Manhattan West Asset Management
California
$1.12M