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

203 hedge funds and large institutions have $1.04B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-17
Holders Change %
-7.73%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
84
Reduced
73
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPCA
126
Running Point Capital Advisors
California
$404K
OPS
127
Orion Portfolio Solutions
Nebraska
$387K +$41.2K +1,037 +12%
BCI
128
Brinker Capital Investments
Pennsylvania
$387K +$387K +9,732 New
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$380K +$380K +9,559 New
WP
130
WealthSource Partners
California
$364K +$4.25K +107 +1%
FA
131
Flagstar Advisors
New York
$363K +$4.89K +123 +1%
CWA
132
Clarus Wealth Advisors
Arizona
$354K +$10.6K +267 +3%
CFO
133
Callan Family Office
Pennsylvania
$348K +$348K +8,741 New
MOS
134
MGO One Seven
Ohio
$342K +$55.7K +1,401 +19%
VCM
135
Virtue Capital Management
Tennessee
$335K +$92.9K +2,344 +38%
CCM
136
Chiron Capital Management
Florida
$319K -$8.99K -226 -3%
SS
137
Sunbelt Securities
Texas
$318K +$118 +3 +0%
PMG
138
ProVise Management Group
Florida
$317K +$317K +7,968 New
VAS
139
Vestmark Advisory Solutions
Massachusetts
$309K +$24.3K +612 +9%
IWM
140
Iams Wealth Management
Nebraska
$309K +$101K +2,563 +49%
IGWM
141
ICA Group Wealth Management
Colorado
$308K +$166K +4,168 +117%
PIA
142
Perennial Investment Advisors
California
$300K +$54.4K +1,369 +22%
IA
143
IFG Advisory
Georgia
$294K -$26.2K -658 -8%
FAM
144
Flaharty Asset Management
Florida
$285K
MC
145
Moors & Cabot
Massachusetts
$276K +$276K +6,951 New
IW
146
Imprint Wealth
South Carolina
$273K +$273K +6,858 New
ATPW
147
Ashton Thomas Private Wealth
Arizona
$271K
FFA
148
Farther Finance Advisors
California
$271K -$23.4K -589 -8%
IP
149
Ignite Planners
California
$265K -$189K -4,746 -42%
BPA
150
Beacon Pointe Advisors
California
$263K -$46.8K -1,178 -15%