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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
Holders
218
Holders Change
-13
Holders Change %
-5.63%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
94
Reduced
73
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
101
Fountainhead AM
New Jersey
$659K +$659K +16,057 New
WA
102
WESPAC Advisors
California
$653K +$653K +15,908 New
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$649K +$405K +9,866 +166%
MC
104
Moors & Cabot
Massachusetts
$605K +$85.2K +2,075 +16%
AI
105
Atria Investments
North Carolina
$604K +$89.5K +2,181 +17%
RIG
106
Ramiah Investment Group
Wisconsin
$597K +$597K +14,536 New
GSWM
107
Golden State Wealth Management
California
$590K +$525K +12,788 +811%
FA
108
Flagstar Advisors
New York
$581K +$181K +4,409 +45%
LWM
109
Lighthouse Wealth Management
Ohio
$571K -$57.3K -1,397 -9%
VCM
110
Virtue Capital Management
Tennessee
$564K +$564K +13,744 New
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$553K -$77.4K -1,887 -12%
CWP
112
Core Wealth Partners
California
$553K +$30.7K +747 +6%
HP
113
Holistic Planning
Texas
$538K +$538K +13,105 New
FF
114
Fairway Financial
Florida
$522K +$145K +3,529 +38%
AWA
115
Arkadios Wealth Advisors
Georgia
$517K -$120K -2,912 -19%
AAP
116
Arax Advisory Partners
Colorado
$510K +$19.5K +475 +4%
APW
117
Aurora Private Wealth
New Jersey
$504K +$19.7K +481 +4%
WIA
118
World Investment Advisors
California
$493K +$22.3K +544 +5%
WWM
119
Western Wealth Management
Colorado
$488K +$63.1K +1,538 +15%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$438K +$11.9K +291 +3%
CPA
121
Capital Performance Advisors
California
$427K +$427K +10,402 New
SW
122
SteelPeak Wealth
California
$427K -$222K -5,400 -34%
IAIM
123
International Assets Investment Management
Florida
$427K -$15K -365 -3%
O3W
124
Omni 360 Wealth
New Jersey
$422K -$66.5K -1,621 -14%
EH
125
Equitable Holdings
New York
$414K +$112K +2,718 +37%