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

209 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
66
Reduced
92
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
76
Oppenheimer & Co
New York
$1.49M +$179K +4,307 +14%
DADC
77
D.A. Davidson & Co
Montana
$1.47M +$364K +8,765 +33%
BAWM
78
Bennett Associates Wealth Management
Pennsylvania
$1.43M +$1.43M +34,422 New
SWM
79
Spire Wealth Management
Virginia
$1.39M -$168K -4,080 -11%
HIS
80
Harvest Investment Services
Illinois
$1.37M -$7.32K -176 -0.5%
CPIG
81
Chicago Partners Investment Group
Illinois
$1.36M +$354K +8,648 +35%
BCM
82
Brookstone Capital Management
Illinois
$1.35M +$55.1K +1,326 +4%
AAS
83
Ameritas Advisory Services
Nebraska
$1.34M -$404K -9,778 -23%
BWA
84
BlueChip Wealth Advisors
Georgia
$1.33M +$1.33M +31,947 New
CCA
85
Cottonwood Capital Advisors
Utah
$1.32M -$91.4K -2,198 -6%
CA
86
CoreCap Advisors
Michigan
$1.32M +$18.7K +450 +1%
SCA
87
Snowden Capital Advisors
New York
$1.3M -$287K -6,911 -18%
APWM
88
Atlas Private Wealth Management
New York
$1.29M -$25.3K -608 -2%
SFP
89
Strategic Financial Partners
Oregon
$1.27M -$1.75K -42 -0.1%
IGWM
90
ICA Group Wealth Management
Colorado
$1.27M +$357K +8,593 +39%
AF
91
Advisornet Financial
Minnesota
$1.22M -$81K -1,948 -6%
OIA
92
OneDigital Investment Advisors
Kansas
$1.14M +$70K +1,684 +7%
Comerica Bank
93
Comerica Bank
Texas
$1.12M -$29.8K -718 -3%
MWAM
94
Manhattan West Asset Management
California
$1.1M
Mariner
95
Mariner
Kansas
$1.06M +$249K +5,987 +31%
AssetMark Inc
96
AssetMark Inc
California
$1.04M +$337K +8,112 +48%
MMA
97
Miracle Mile Advisors
California
$1.02M -$1.96M -47,175 -66%
GIA
98
Gladstone Institutional Advisory
Florida
$1.01M -$434K -10,430 -30%
WAM
99
Walker Asset Management
Missouri
$861K
MMHP
100
Murphy Middleton Hinkle & Parker
Georgia
$836K +$9.15K +220 +1%