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

204 hedge funds and large institutions have $1.04B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
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
MOS
126
MGO One Seven
Ohio
$357K
TCA
127
Transcend Capital Advisors
New Jersey
$342K
BFG
128
Beacon Financial Group
Texas
$338K
CAS
129
Coppell Advisory Solutions
Texas
$323K
GIA
130
Gladstone Institutional Advisory
Florida
$317K
SW
131
SteelPeak Wealth
California
$313K
WIA
132
World Investment Advisors
California
$307K
BAM
133
Belpointe Asset Management
Nevada
$306K
FAM
134
Flaharty Asset Management
Florida
$302K
BCM
135
Brookstone Capital Management
Illinois
$299K
CWM
136
Collaborative Wealth Management
Florida
$298K
PTC
137
Private Trust Company
Ohio
$293K
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$293K
CPA
139
Capital Performance Advisors
California
$292K
RIA
140
Realta Investment Advisors
Delaware
$282K
QP
141
Quartz Partners
New York
$278K
WAM
142
Worth Asset Management
Texas
$277K
T
143
Tidemark
California
$275K
SS
144
Sunbelt Securities
Texas
$269K
VAG
145
VisionPoint Advisory Group
Texas
$265K
CIAS
146
Capital Investment Advisory Services
North Carolina
$263K
FA
147
Flagstar Advisors
New York
$262K
IWC
148
Integrated Wealth Concepts
Massachusetts
$255K
DE
149
Diversified Enterprises
Delaware
$250K
MWA
150
Merkkuri Wealth Advisors
New York
$249K