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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
MWAM
76
Manhattan West Asset Management
California
$1.11M
BWP
77
Balboa Wealth Partners
Arizona
$1.11M +$74.3K +1,777 +7%
CCA
78
Cottonwood Capital Advisors
Utah
$1.08M +$42 +1 +0%
SCA
79
Snowden Capital Advisors
New York
$1.06M +$25K +597 +2%
LFAS
80
Level Four Advisory Services
Texas
$1.04M +$136K +3,253 +15%
PWM
81
Perigon Wealth Management
California
$1M +$130K +3,112 +15%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$999K +$472K +11,294 +90%
GIA
83
Gladstone Institutional Advisory
Florida
$960K +$644K +15,406 +205%
AI
84
Atria Investments
North Carolina
$910K +$62K +1,482 +7%
SOS
85
Silver Oak Securities
Tennessee
$886K +$1.8K +43 +0.2%
BWM
86
BAM Wealth Management
Colorado
$861K +$860K +20,557 New
EH
87
Equitable Holdings
New York
$819K +$209K +4,997 +34%
AWM
88
AE Wealth Management
Kansas
$796K -$35K -837 -4%
WAM
89
Walker Asset Management
Missouri
$793K
SWP
90
Stratos Wealth Partners
Ohio
$782K -$58.2K -1,392 -7%
AA
91
Advisory Alpha
Michigan
$750K +$8.49K +203 +1%
PAS
92
Park Avenue Securities
New York
$728K +$69.2K +1,654 +11%
LWM
93
Lighthouse Wealth Management
Ohio
$696K +$113K +2,692 +19%
SG
94
StoneX Group
New York
$685K +$20.6K +493 +3%
RA
95
RiverTree Advisors
Florida
$683K -$853K -20,404 -56%
WWMSC
96
Wagner Wealth Management (South Carolina)
South Carolina
$676K -$6.53K -156 -1%
PG
97
Prostatis Group
Maryland
$662K -$4.04M -96,619 -86%
FF
98
Fairway Financial
Florida
$655K +$57.6K +1,378 +10%
NWWA
99
New Wave Wealth Advisors
Arkansas
$647K +$18.6K +445 +3%
RIG
100
Ramiah Investment Group
Wisconsin
$645K +$37.7K +902 +6%