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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
MMHP
101
Murphy Middleton Hinkle & Parker
Georgia
$591K +$602K +14,555 New
MC
102
Moors & Cabot
Massachusetts
$563K -$62K -1,501 -10%
PWM
103
Perigon Wealth Management
California
$558K -$422K -10,204 -43%
AWM
104
AE Wealth Management
Kansas
$555K -$220K -5,329 -28%
LIA
105
Luken Investment Analytics
Tennessee
$548K +$30.4K +736 +6%
APW
106
Aurora Private Wealth
New Jersey
$512K
GWM
107
Geneos Wealth Management
Colorado
$512K -$11.7K -282 -2%
WWA
108
Wealth Watch Advisors
Colorado
$495K +$44.3K +1,071 +10%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$491K -$77.7K -1,880 -13%
BPA
110
Beacon Pointe Advisors
California
$476K +$485K +11,734 New
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$470K -$38.6K -934 -7%
PFPG
112
Pinnacle Financial Partners (Georgia)
Georgia
$467K +$69.1K +1,671 +17%
CIAS
113
Capital Investment Advisory Services
North Carolina
$454K +$101K +2,454 +28%
AMG
114
APS Management Group
California
$421K +$3.97K +96 +0.9%
IWN
115
Independent Wealth Network
Iowa
$415K -$29.4K -712 -7%
GWP
116
Gateway Wealth Partners
Wisconsin
$410K +$417K +10,100 New
FFA
117
Farther Finance Advisors
California
$409K +$267K +6,462 +179%
PWA
118
Primoris Wealth Advisors
Florida
$406K
BAM
119
Belpointe Asset Management
Nevada
$386K +$78K +1,887 +25%
IAIM
120
International Assets Investment Management
Florida
$385K -$9.17K -222 -2%
PTC
121
Private Trust Company
Ohio
$379K -$66.1K -1,600 -15%
PEWA
122
Pacific Excel Wealth Advisors
California
$373K +$11.6K +280 +3%
RG
123
Rathbones Group
United Kingdom
$366K -$6.08K -147 -2%
SAM
124
Smartleaf Asset Management
Massachusetts
$356K +$224K +5,430 +157%
CIA
125
Capital Investment Advisors
Georgia
$342K +$10.3K +250 +3%