We are live on ! Find out more
HYLS icon

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

209 hedge funds and large institutions have $1.05B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 94 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 75

1.73% more ownership

Funds ownership: 60.18%61.91% (+1.7%)

3% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$26.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 216209 (-7)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
94
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
126
Proactive Wealth Strategies
Georgia
$362K -$3.9K -93 -1%
WWA
127
Wealth Watch Advisors
Colorado
$361K -$62.9K -1,500 -15%
MOS
128
MGO One Seven
Ohio
$357K +$44.4K +1,059 +14%
TCA
129
Transcend Capital Advisors
New Jersey
$342K -$129K -3,078 -27%
BFG
130
Beacon Financial Group
Texas
$338K -$565K -13,482 -63%
CAS
131
Coppell Advisory Solutions
Texas
$323K -$54.6K -1,302 -14%
GIA
132
Gladstone Institutional Advisory
Florida
$317K -$49.5K -1,181 -14%
SW
133
SteelPeak Wealth
California
$313K -$31.4K -750 -9%
WIA
134
World Investment Advisors
California
$307K -$255K -6,073 -45%
BAM
135
Belpointe Asset Management
Nevada
$306K +$14.1K +337 +5%
FAM
136
Flaharty Asset Management
Florida
$302K
BCM
137
Brookstone Capital Management
Illinois
$299K -$17.8K -424 -6%
CWM
138
Collaborative Wealth Management
Florida
$298K -$28.9K -689 -9%
PTC
139
Private Trust Company
Ohio
$293K -$183K -4,361 -38%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$293K -$215K -5,119 -42%
CPA
141
Capital Performance Advisors
California
$292K +$26.5K +633 +10%
RIA
142
Realta Investment Advisors
Delaware
$282K -$15.5K -369 -5%
QP
143
Quartz Partners
New York
$278K -$22.1K -528 -7%
WAM
144
Worth Asset Management
Texas
$277K +$276K +6,579 New
T
145
Tidemark
California
$275K -$19.6K -468 -7%
SS
146
Sunbelt Securities
Texas
$269K -$1.09K -26 -0.4%
VAG
147
VisionPoint Advisory Group
Texas
$265K +$264K +6,294 New
CIAS
148
Capital Investment Advisory Services
North Carolina
$263K -$78.5K -1,873 -23%
FA
149
Flagstar Advisors
New York
$262K +$261K +6,238 New
IWC
150
Integrated Wealth Concepts
Massachusetts
$255K +$6.92K +165 +3%