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

218 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.27B → $1.02B (-$253M)

Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
126
Independent Wealth Network
Iowa
$414K
TCA
127
Transcend Capital Advisors
New Jersey
$412K
PWA
128
Primoris Wealth Advisors
Florida
$410K
PTC
129
Private Trust Company
Ohio
$410K
WWA
130
Wealth Watch Advisors
Colorado
$402K
RG
131
Rathbones Group
United Kingdom
$394K
IWM
132
Iams Wealth Management
Nebraska
$390K
OPS
133
Orion Portfolio Solutions
Nebraska
$385K
BCI
134
Brinker Capital Investments
Pennsylvania
$385K
GIA
135
Gladstone Institutional Advisory
Florida
$379K
CAG
136
Csenge Advisory Group
Florida
$372K
CIA
137
Capital Investment Advisors
Georgia
$358K
PWS
138
Proactive Wealth Strategies
Georgia
$354K
CIAS
139
Capital Investment Advisory Services
North Carolina
$334K
BCM
140
Brookstone Capital Management
Illinois
$330K
CWM
141
Collaborative Wealth Management
Florida
$319K
T
142
Tidemark
California
$309K
RIA
143
Realta Investment Advisors
Delaware
$299K
FAM
144
Flaharty Asset Management
Florida
$294K
QP
145
Quartz Partners
New York
$293K
MWA
146
Merkkuri Wealth Advisors
New York
$292K
HighTower Advisors
147
HighTower Advisors
Illinois
$284K
Betterment LLC
148
Betterment LLC
New York
$282K
HH
149
Hilltop Holdings
Texas
$267K
Mariner
150
Mariner
Kansas
$263K