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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
CCA
76
Cottonwood Capital Advisors
Utah
$1.09M +$22.5K +536 +2%
BWP
77
Balboa Wealth Partners
Arizona
$1.04M +$35.1K +837 +3%
SCA
78
Snowden Capital Advisors
New York
$1.04M +$33.8K +807 +3%
Ameriprise
79
Ameriprise
Minnesota
$919K +$224K +5,332 +32%
MML Investors Services
80
MML Investors Services
Massachusetts
$913K +$170K +4,055 +23%
LFAS
81
Level Four Advisory Services
Texas
$906K +$179K +4,266 +25%
SOS
82
Silver Oak Securities
Tennessee
$887K +$25.3K +603 +3%
PWM
83
Perigon Wealth Management
California
$877K -$97K -2,315 -10%
AI
84
Atria Investments
North Carolina
$852K +$144K +3,431 +20%
SWP
85
Stratos Wealth Partners
Ohio
$844K -$3.59M -85,573 -81%
AWM
86
AE Wealth Management
Kansas
$835K -$52.6K -1,255 -6%
GSWM
87
Golden State Wealth Management
California
$826K +$157K +3,742 +24%
WAM
88
Walker Asset Management
Missouri
$797K +$12.6K +300 +2%
AA
89
Advisory Alpha
Michigan
$745K +$7K +167 +1%
SA
90
Sanctuary Advisors
Indiana
$706K -$90K -2,148 -11%
WWMSC
91
Wagner Wealth Management (South Carolina)
South Carolina
$686K -$350K -8,358 -34%
SG
92
StoneX Group
New York
$668K -$89.9K -2,144 -12%
PAS
93
Park Avenue Securities
New York
$662K -$19.4K -462 -3%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$641K -$357K -8,511 -36%
NWWA
95
New Wave Wealth Advisors
Arkansas
$632K -$48.8K -1,164 -7%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$621K +$3.44K +82 +0.6%
EH
97
Equitable Holdings
New York
$612K +$24.7K +590 +4%
RIG
98
Ramiah Investment Group
Wisconsin
$610K +$27K +643 +5%
MC
99
Moors & Cabot
Massachusetts
$606K -$18.9K -450 -3%
GWM
100
Geneos Wealth Management
Colorado
$603K -$5.32M -127,022 -90%