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

204 hedge funds and large institutions have $1.04B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
101
Murphy Middleton Hinkle & Parker
Georgia
$597K
SF
102
Summit Financial
New Jersey
$589K
LWM
103
Lighthouse Wealth Management
Ohio
$586K
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$530K
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$529K
LIA
106
Luken Investment Analytics
Tennessee
$526K
HP
107
Holistic Planning
Texas
$524K
IWM
108
IHT Wealth Management
Illinois
$519K
AWA
109
Arkadios Wealth Advisors
Georgia
$513K
WWM
110
Western Wealth Management
Colorado
$485K
US Bancorp
111
US Bancorp
Minnesota
$470K
IWN
112
Independent Wealth Network
Iowa
$459K
HH
113
Hilltop Holdings
Texas
$443K
AMG
114
APS Management Group
California
$428K
IWM
115
Iams Wealth Management
Nebraska
$424K
PWA
116
Primoris Wealth Advisors
Florida
$421K
IAN
117
Integrated Advisors Network
Texas
$414K
IAIM
118
International Assets Investment Management
Florida
$403K
BCI
119
Brinker Capital Investments
Pennsylvania
$398K
SF
120
Synovus Financial
Georgia
$396K
RG
121
Rathbones Group
United Kingdom
$382K
O3W
122
Omni 360 Wealth
New Jersey
$381K
CIA
123
Capital Investment Advisors
Georgia
$367K
PWS
124
Proactive Wealth Strategies
Georgia
$362K
WWA
125
Wealth Watch Advisors
Colorado
$361K