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

209 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
66
Reduced
92
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
126
RVW Wealth
California
$462K +$17.4K +419 +4%
IW
127
Imprint Wealth
South Carolina
$454K +$44.6K +1,073 +11%
MML Investors Services
128
MML Investors Services
Massachusetts
$449K -$300K -7,217 -40%
SI
129
Stephens Inc
Arkansas
$424K -$9.48K -228 -2%
CAL
130
Capital Analysts LLC
Pennsylvania
$421K -$70.9K -1,707 -14%
ICG
131
InterOcean Capital Group
Tennessee
$419K +$419K +10,079 New
Citadel Advisors
132
Citadel Advisors
Florida
$403K -$1.85M -44,474 -82%
WWM
133
Western Wealth Management
Colorado
$401K -$18.7K -449 -4%
WP
134
WealthSource Partners
California
$393K +$3.95K +95 +1%
IWM
135
IHT Wealth Management
Illinois
$380K -$33.4K -804 -8%
PTC
136
Private Trust Company
Ohio
$365K +$27.3K +657 +8%
CFO
137
Callan Family Office
Pennsylvania
$363K
CIA
138
Capital Investment Advisors
Georgia
$340K -$31.3K -753 -8%
MC
139
Moors & Cabot
Massachusetts
$332K -$3.12K -75 -0.9%
SS
140
Sunbelt Securities
Texas
$331K -$2.91K -70 -0.9%
CWM
141
Collaborative Wealth Management
Florida
$329K -$105K -2,530 -24%
NW
142
NewEdge Wealth
Pennsylvania
$326K -$403K -9,688 -55%
AWM
143
Accel Wealth Management
Iowa
$314K +$40.6K +976 +15%
HighTower Advisors
144
HighTower Advisors
Illinois
$308K +$308K +7,404 New
CF
145
Centaurus Financial
California
$305K -$1.46M -35,097 -83%
FAM
146
Flaharty Asset Management
Florida
$298K
APW
147
Aurora Private Wealth
New Jersey
$298K +$298K +7,170 New
MOS
148
MGO One Seven
Ohio
$294K +$18.2K +438 +7%
GSIAS
149
Garden State Investment Advisory Services
New Jersey
$285K +$56.1K +1,350 +24%
IWC
150
Integrated Wealth Concepts
Massachusetts
$283K -$416 -10 -0.1%