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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
AWA
76
Arkadios Wealth Advisors
Georgia
$1.05M +$598K +14,461 +126%
CCA
77
Cottonwood Capital Advisors
Utah
$1.04M -$12.6K -306 -1%
SCA
78
Snowden Capital Advisors
New York
$1.01M -$19.4K -470 -2%
Truist Financial
79
Truist Financial
North Carolina
$1.01M -$1.27M -30,716 -55%
UBS AM
80
UBS AM
Illinois
$995K +$1.01M +24,515 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$993K +$25.2K +609 +3%
Citadel Advisors
82
Citadel Advisors
Florida
$939K -$1.18M -28,527 -55%
LFAS
83
Level Four Advisory Services
Texas
$932K -$74.8K -1,810 -7%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$919K -$448K -10,840 -32%
RW
85
Rockport Wealth
Ohio
$883K -$1.22M -29,571 -58%
BWA
86
BlueChip Wealth Advisors
Georgia
$860K +$246K +5,952 +39%
EH
87
Equitable Holdings
New York
$854K +$35.3K +855 +4%
MML Investors Services
88
MML Investors Services
Massachusetts
$786K -$365K -8,822 -31%
WAM
89
Walker Asset Management
Missouri
$769K
AA
90
Advisory Alpha
Michigan
$720K -$6.65K -161 -0.9%
SWP
91
Stratos Wealth Partners
Ohio
$682K -$77.1K -1,865 -10%
AI
92
Atria Investments
North Carolina
$679K -$207K -5,011 -23%
BWM
93
BAM Wealth Management
Colorado
$668K -$169K -4,101 -20%
PWS
94
Proactive Wealth Strategies
Georgia
$666K +$341K +8,241 +101%
WWMSC
95
Wagner Wealth Management (South Carolina)
South Carolina
$666K +$10.6K +257 +2%
FF
96
Fairway Financial
Florida
$649K +$15K +364 +2%
AAS
97
Ameritas Advisory Services
Nebraska
$624K +$28.5K +689 +5%
LWM
98
Lighthouse Wealth Management
Ohio
$624K -$51.8K -1,254 -8%
SA
99
Sanctuary Advisors
Indiana
$622K -$496 -12 -0.1%
TWP
100
Triad Wealth Partners
Kansas
$593K +$604K +14,609 New