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

209 hedge funds and large institutions have $1.05B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 94 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 75

1.73% more ownership

Funds ownership: 60.18%61.91% (+1.7%)

3% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$26.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 216209 (-7)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
94
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
101
BlueChip Wealth Advisors
Georgia
$602K -$10.9K -260 -2%
FF
102
Fairway Financial
Florida
$600K +$62.2K +1,483 +12%
MMHP
103
Murphy Middleton Hinkle & Parker
Georgia
$597K -$151K -3,611 -20%
SF
104
Summit Financial
New Jersey
$589K -$205K -4,894 -26%
LWM
105
Lighthouse Wealth Management
Ohio
$586K +$6.08K +145 +1%
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$530K +$1.43K +34 +0.3%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$529K +$70.6K +1,684 +15%
LIA
108
Luken Investment Analytics
Tennessee
$526K -$701K -16,718 -57%
HP
109
Holistic Planning
Texas
$524K -$24.5K -584 -4%
IWM
110
IHT Wealth Management
Illinois
$519K +$316K +7,544 +157%
AWA
111
Arkadios Wealth Advisors
Georgia
$513K +$27.5K +656 +6%
WWM
112
Western Wealth Management
Colorado
$485K -$3.19K -76 -0.7%
US Bancorp
113
US Bancorp
Minnesota
$470K +$301K +7,191 +180%
IWN
114
Independent Wealth Network
Iowa
$459K -$796 -19 -0.2%
HH
115
Hilltop Holdings
Texas
$443K +$156K +3,730 +55%
AMG
116
APS Management Group
California
$428K +$427K +10,177 New
IWM
117
Iams Wealth Management
Nebraska
$424K +$21.3K +507 +5%
PWA
118
Primoris Wealth Advisors
Florida
$421K
IAN
119
Integrated Advisors Network
Texas
$414K -$252K -6,015 -38%
IAIM
120
International Assets Investment Management
Florida
$403K
BCI
121
Brinker Capital Investments
Pennsylvania
$398K +$49.9K +1,191 +14%
SF
122
Synovus Financial
Georgia
$396K +$395K +9,412 New
RG
123
Rathbones Group
United Kingdom
$382K -$21K -500 -5%
O3W
124
Omni 360 Wealth
New Jersey
$381K -$37.1K -885 -9%
CIA
125
Capital Investment Advisors
Georgia
$367K