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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 %
WCFA
101
Walkner Condon Financial Advisors
Wisconsin
$833K -$57.3K -1,378 -6%
SOS
102
Silver Oak Securities
Tennessee
$778K +$37K +890 +5%
AWM
103
AE Wealth Management
Kansas
$756K -$1.71M -41,611 -69%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$715K +$37.9K +911 +6%
IWM
105
Iams Wealth Management
Nebraska
$708K -$5.24K -126 -0.7%
MSAM
106
Moloney Securities Asset Management
Missouri
$706K +$74.5K +1,791 +12%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$702K +$702K +16,894 New
RG
108
Rathbones Group
United Kingdom
$646K -$26.8K -644 -4%
DC
109
Davenport & Co
Virginia
$639K -$86.6K -2,083 -12%
CIAS
110
Capital Investment Advisory Services
North Carolina
$626K -$49K -1,178 -7%
MWM
111
MBE Wealth Management
Wisconsin
$615K +$5.57K +134 +0.9%
O3W
112
Omni 360 Wealth
New Jersey
$608K +$608K +14,615 New
PAS
113
Park Avenue Securities
New York
$604K +$17.9K +431 +3%
RIG
114
Ramiah Investment Group
Wisconsin
$593K +$5.74K +138 +1%
GWM
115
Geneos Wealth Management
Colorado
$577K -$28.5K -685 -5%
ASN
116
Advisory Services Network
Georgia
$575K +$125 +3 +0%
FAIM
117
Financial Advocates Investment Management
Washington
$551K +$98.2K +2,361 +22%
CCM
118
Crabel Capital Management
California
$537K +$537K +12,913 New
IAIM
119
International Assets Investment Management
Florida
$532K +$532K +12,808 New
EC
120
EdgeRock Capital
Colorado
$529K +$529K +12,821 New
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$512K -$143K -3,448 -22%
CFGS
122
Concourse Financial Group Securities
Alabama
$510K +$25.7K +619 +5%
MA
123
Mutual Advisors
Nebraska
$487K -$54K -1,300 -10%
WC
124
Waterloo Capital
Texas
$478K -$40.3K -969 -8%
VCM
125
Virtue Capital Management
Tennessee
$471K +$94.2K +2,295 +25%