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

197 hedge funds and large institutions have $925M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-13
Holders Change %
-6.19%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
18
Increased
74
Reduced
74
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
126
Stephens Inc
Arkansas
$409K -$1.69M -42,982 -80%
RPCA
127
Running Point Capital Advisors
California
$399K
WWM
128
Western Wealth Management
Colorado
$396K +$96.3K +2,456 +32%
IWM
129
IHT Wealth Management
Illinois
$390K -$4.47K -114 -1%
IW
130
Imprint Wealth
South Carolina
$387K +$45.5K +1,160 +13%
WP
131
WealthSource Partners
California
$367K +$4.12K +105 +1%
PCA
132
Prosperity Capital Advisors
Ohio
$366K +$366K +9,327 New
VCM
133
Virtue Capital Management
Tennessee
$362K
CCG
134
Cypress Capital Group
Florida
$358K -$46.2K -1,177 -11%
CIA
135
Capital Investment Advisors
Georgia
$350K -$32.1K -818 -8%
CFO
136
Callan Family Office
Pennsylvania
$343K
MFG
137
Merit Financial Group
Georgia
$324K -$38.1K -971 -11%
PTC
138
Private Trust Company
Ohio
$319K +$29.7K +756 +10%
MC
139
Moors & Cabot
Massachusetts
$316K +$15.6K +398 +5%
SS
140
Sunbelt Securities
Texas
$315K +$392 +10 +0.1%
PIA
141
Perennial Investment Advisors
California
$311K +$21.8K +556 +8%
OPS
142
Orion Portfolio Solutions
Nebraska
$311K -$93.6K -2,386 -23%
BCI
143
Brinker Capital Investments
Pennsylvania
$311K -$93.6K -2,386 -23%
IP
144
Ignite Planners
California
$308K +$50.4K +1,303 +20%
WEG
145
World Equity Group
Illinois
$289K +$41.9K +1,067 +17%
FAM
146
Flaharty Asset Management
Florida
$281K
IWC
147
Integrated Wealth Concepts
Massachusetts
$268K -$13.5K -344 -5%
RA
148
RFG Advisory
Alabama
$265K +$2.32K +59 +0.9%
MOS
149
MGO One Seven
Ohio
$261K -$14.4K -366 -5%
AWM
150
Accel Wealth Management
Iowa
$258K +$3.61K +92 +1%