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

218 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.27B → $1.02B (-$253M)

Holders
218
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
FA
101
Fountainhead AM
New Jersey
$659K
WA
102
WESPAC Advisors
California
$653K
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$649K
MC
104
Moors & Cabot
Massachusetts
$605K
AI
105
Atria Investments
North Carolina
$604K
RIG
106
Ramiah Investment Group
Wisconsin
$597K
GSWM
107
Golden State Wealth Management
California
$590K
FA
108
Flagstar Advisors
New York
$581K
LWM
109
Lighthouse Wealth Management
Ohio
$571K
VCM
110
Virtue Capital Management
Tennessee
$564K
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$553K
CWP
112
Core Wealth Partners
California
$553K
HP
113
Holistic Planning
Texas
$538K
FF
114
Fairway Financial
Florida
$522K
AWA
115
Arkadios Wealth Advisors
Georgia
$517K
AAP
116
Arax Advisory Partners
Colorado
$510K
APW
117
Aurora Private Wealth
New Jersey
$504K
WIA
118
World Investment Advisors
California
$493K
WWM
119
Western Wealth Management
Colorado
$488K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$438K
CPA
121
Capital Performance Advisors
California
$427K
SW
122
SteelPeak Wealth
California
$427K
IAIM
123
International Assets Investment Management
Florida
$427K
O3W
124
Omni 360 Wealth
New Jersey
$422K
EH
125
Equitable Holdings
New York
$414K