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

219 hedge funds and large institutions have $963M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 221219 (-2)

2% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 83

6.85% less ownership

Funds ownership: 61.43%54.59% (-6.8%)

12% less capital invested

Capital invested by funds: $1.09B → $963M (-$126M)

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
81
Reduced
83
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
126
Brinker Capital Investments
Pennsylvania
$321K -$112K -2,711 -25%
TCA
127
Transcend Capital Advisors
New Jersey
$320K
SI
128
Stephens Inc
Arkansas
$319K -$4.24M -102,605 -93%
WIA
129
World Investment Advisors
California
$318K +$10.4K +252 +3%
IWC
130
Integrated Wealth Concepts
Massachusetts
$314K +$69.4K +1,679 +28%
US Bancorp
131
US Bancorp
Minnesota
$311K -$127K -3,082 -29%
EFG
132
Everest Financial Group
Minnesota
$308K +$314K +7,600 New
NW
133
NewEdge Wealth
Pennsylvania
$308K +$313K +7,585 New
BCM
134
Brookstone Capital Management
Illinois
$304K +$39.3K +950 +15%
FAM
135
Flaharty Asset Management
Florida
$291K
CWM
136
Collaborative Wealth Management
Florida
$288K +$207 +5 +0.1%
FAL
137
Focused Alpha LLC
Colorado
$288K +$7.56K +183 +3%
HF
138
HRT Financial
New York
$284K +$290K +7,009 New
M1FG
139
Mach-1 Financial Group
Arkansas
$277K -$84.6K -2,046 -23%
T
140
Tidemark
California
$268K +$5.12K +124 +2%
BFG
141
Beacon Financial Group
Texas
$267K -$2.81K -68 -1%
SF
142
Summit Financial
New Jersey
$266K -$116K -2,806 -30%
AAP
143
Arax Advisory Partners
Colorado
$264K -$2.48K -60 -0.9%
VAG
144
VisionPoint Advisory Group
Texas
$262K -$56.3K -1,363 -17%
SS
145
Sunbelt Securities
Texas
$260K +$124 +3 +0%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$257K +$69.1K +1,671 +36%
WWMP
147
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$251K +$255K +6,182 New
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$249K -$216K -5,232 -46%
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$249K -$265K -6,416 -51%
SOS
150
Silver Oak Securities
Tennessee
$248K -$621K -15,023 -71%