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

231 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+20
Holders Change %
+9.48%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
75
Reduced
87
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
O3W
126
Omni 360 Wealth
New Jersey
$492K -$25.5K -618 -5%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$491K +$390K +9,443 +386%
APW
128
Aurora Private Wealth
New Jersey
$488K +$54K +1,305 +12%
BPWM
129
Black Point Wealth Management
Florida
$479K -$6.78K -164 -1%
WIA
130
World Investment Advisors
California
$474K +$474K +11,479 New
MWM
131
MBE Wealth Management
Wisconsin
$474K -$66.3K -1,605 -12%
IAIM
132
International Assets Investment Management
Florida
$446K -$281M -6,789,525 -100%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$441K -$1.7M -41,044 -79%
CIAS
134
Capital Investment Advisory Services
North Carolina
$435K -$31.7K -766 -7%
FFP
135
Freedom Financial Partners
Minnesota
$432K +$432K +10,460 New
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$429K -$76.1K -1,842 -15%
WWM
137
Western Wealth Management
Colorado
$428K -$211K -5,098 -33%
PTC
138
Private Trust Company
Ohio
$416K +$31.8K +769 +8%
FA
139
Flagstar Advisors
New York
$403K -$549K -13,289 -58%
RG
140
Rathbones Group
United Kingdom
$400K +$16.5K +400 +4%
TSS
141
Two Sigma Securities
New York
$385K +$385K +9,327 New
FF
142
Fairway Financial
Florida
$379K +$379K +9,180 New
CFO
143
Callan Family Office
Pennsylvania
$361K
CIA
144
Capital Investment Advisors
Georgia
$361K +$361K +8,727 New
PWS
145
Proactive Wealth Strategies
Georgia
$351K +$89.3K +2,159 +34%
BCI
146
Brinker Capital Investments
Pennsylvania
$325K -$77.7K -1,881 -19%
OPS
147
Orion Portfolio Solutions
Nebraska
$325K -$77.7K -1,881 -19%
CWM
148
Collaborative Wealth Management
Florida
$324K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$324K -$15.3K -369 -4%
T
150
Tidemark
California
$315K -$16K -388 -5%