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

221 hedge funds and large institutions have $1.09B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

55% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 67

6% more funds holding

Funds holding: 209221 (+12)

4% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$43.9M)

0.48% less ownership

Funds ownership: 61.91%61.43% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
104
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$2.19M +$73.1K +1,748 +3%
DC
52
Davenport & Co
Virginia
$2.18M +$123K +2,929 +6%
Citadel Advisors
53
Citadel Advisors
Florida
$2.16M +$2.16M +51,684 New
RW
54
Rockport Wealth
Ohio
$2.15M +$59.7K +1,428 +3%
AWA
55
Acorn Wealth Advisors
Michigan
$2.12M +$727K +17,375 +52%
SWM
56
Spire Wealth Management
Virginia
$2.08M -$28.1K -672 -1%
CPIG
57
Chicago Partners Investment Group
Illinois
$2.04M +$47.3K +1,130 +2%
HA
58
Hyposwiss Advisors
$2.03M +$2.03M +48,600 New
BEI
59
Benjamin Edwards Inc
Missouri
$2.02M +$307K +7,349 +18%
HIS
60
Harvest Investment Services
Illinois
$1.97M -$58.2K -1,392 -3%
Mariner
61
Mariner
Kansas
$1.93M +$6.69K +160 +0.3%
FPWM
62
FSB Premier Wealth Management
Iowa
$1.89M +$82.9K +1,981 +5%
JWCA
63
J.W. Cole Advisors
Florida
$1.87M +$75.6K +1,808 +4%
KA
64
Kovack Advisors
Florida
$1.77M +$531K +12,706 +43%
TBF
65
True Blue Financial
Michigan
$1.76M +$1.76M +42,159 New
TFP
66
TrueWealth Financial Partners
Washington
$1.76M +$1.76M +42,159 New
SFP
67
Strategic Financial Partners
Oregon
$1.62M -$72.8K -1,741 -4%
KPWS
68
Kestra Private Wealth Services
Texas
$1.62M -$39.3K -940 -2%
SF
69
Sun Financial
Utah
$1.49M +$1.49M +35,501 New
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$1.4M -$81.5K -1,948 -5%
WCM
71
Winebrenner Capital Management
Kentucky
$1.36M +$711 +17 +0.1%
LCWP
72
Legacy Capital Wealth Partners
Arkansas
$1.36M +$21.7K +518 +2%
QWM
73
QP Wealth Management
New Jersey
$1.26M +$1.26M +30,028 New
MML Investors Services
74
MML Investors Services
Massachusetts
$1.18M +$271K +6,483 +30%
Comerica Bank
75
Comerica Bank
Texas
$1.17M -$348K -8,323 -23%