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

209 hedge funds and large institutions have $884M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
76
Reduced
79
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
AE Wealth Management
Kansas
$602K +$602K +14,814 New
PAS
102
Park Avenue Securities
New York
$576K +$26.1K +643 +5%
O3W
103
Omni 360 Wealth
New Jersey
$556K -$18.9K -464 -3%
MML Investors Services
104
MML Investors Services
Massachusetts
$539K +$68.4K +1,685 +15%
EC
105
EdgeRock Capital
Colorado
$532K -$1.42K -35 -0.3%
GWM
106
Geneos Wealth Management
Colorado
$532K -$35.8K -881 -6%
MWM
107
MBE Wealth Management
Wisconsin
$514K +$18.4K +454 +4%
IAIM
108
International Assets Investment Management
Florida
$481K -$60.7K -1,493 -11%
BPWM
109
Black Point Wealth Management
Florida
$479K +$479K +11,786 New
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$464K -$7.44K -183 -2%
PTC
111
Private Trust Company
Ohio
$463K +$21.4K +527 +5%
WWM
112
Western Wealth Management
Colorado
$463K +$30.6K +753 +7%
VCM
113
Virtue Capital Management
Tennessee
$456K -$110K -2,677 -19%
CFGS
114
Concourse Financial Group Securities
Alabama
$415K -$31.9K -784 -7%
GSIAS
115
Garden State Investment Advisory Services
New Jersey
$403K -$28.4K -700 -7%
RG
116
Rathbones Group
United Kingdom
$402K -$225K -5,531 -36%
LIA
117
Luken Investment Analytics
Tennessee
$400K -$2.9M -71,459 -88%
IGWM
118
ICA Group Wealth Management
Colorado
$399K -$886K -21,816 -69%
LFAS
119
Level Four Advisory Services
Texas
$396K +$132K +3,242 +50%
T
120
Tidemark
California
$390K -$2.37M -58,360 -86%
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$384K +$24.3K +598 +7%
MC
122
Moors & Cabot
Massachusetts
$379K +$48.6K +1,197 +15%
SI
123
Stephens Inc
Arkansas
$376K -$11.5K -283 -3%
CFO
124
Callan Family Office
Pennsylvania
$355K +$355K +8,741 New
OMC
125
Old Mission Capital
Illinois
$345K +$345K +8,500 New