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

221 hedge funds and large institutions have $1.09B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

55% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 67

6% more funds holding

Funds holding: 209221 (+12)

4% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$43.9M)

0.48% less ownership

Funds ownership: 61.91%61.43% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
104
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$644K +$40.8K +975 +7%
SA
102
Sanctuary Advisors
Indiana
$642K -$60.9K -1,456 -9%
BWA
103
BlueChip Wealth Advisors
Georgia
$638K +$38.4K +918 +6%
AAS
104
Ameritas Advisory Services
Nebraska
$615K -$655K -15,670 -52%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$585K -$53.6K -1,282 -8%
GSWM
106
Golden State Wealth Management
California
$577K -$245K -5,869 -30%
GWM
107
Geneos Wealth Management
Colorado
$540K -$60.6K -1,449 -10%
LIA
108
Luken Investment Analytics
Tennessee
$535K +$11.4K +272 +2%
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$525K -$93K -2,224 -15%
WCFA
110
Walkner Condon Financial Advisors
Wisconsin
$524K -$3.89K -93 -0.7%
APW
111
Aurora Private Wealth
New Jersey
$512K +$511K +12,228 New
MOS
112
MGO One Seven
Ohio
$511K +$155K +3,716 +44%
HH
113
Hilltop Holdings
Texas
$481K +$40K +956 +9%
AWA
114
Arkadios Wealth Advisors
Georgia
$479K -$31K -742 -6%
WWM
115
Western Wealth Management
Colorado
$477K -$6.19K -148 -1%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$475K +$182K +4,345 +62%
WWA
117
Wealth Watch Advisors
Colorado
$466K +$106K +2,536 +30%
PTC
118
Private Trust Company
Ohio
$458K +$166K +3,977 +57%
IWN
119
Independent Wealth Network
Iowa
$458K +$920 +22 +0.2%
US Bancorp
120
US Bancorp
Minnesota
$450K -$18.5K -442 -4%
BCI
121
Brinker Capital Investments
Pennsylvania
$445K +$48.4K +1,157 +12%
RA
122
RFG Advisory
Alabama
$443K +$237K +5,659 +115%
AMG
123
APS Management Group
California
$430K +$3.89K +93 +0.9%
HP
124
Holistic Planning
Texas
$421K -$100K -2,398 -19%
PWA
125
Primoris Wealth Advisors
Florida
$419K