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

221 hedge funds and large institutions have $1.09B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

55% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 67

6% more funds holding

Funds holding: 209221 (+12)

4% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$43.9M)

0.48% less ownership

Funds ownership: 61.91%61.43% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
104
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$417K -$99.9K -2,389 -19%
PFPG
127
Pinnacle Financial Partners (Georgia)
Georgia
$412K +$411K +9,835 New
IAIM
128
International Assets Investment Management
Florida
$406K +$2.13K +51 +0.5%
SF
129
Summit Financial
New Jersey
$392K -$194K -4,646 -33%
RG
130
Rathbones Group
United Kingdom
$384K +$3.56K +85 +0.9%
IWM
131
Iams Wealth Management
Nebraska
$376K -$45.8K -1,096 -11%
PEWA
132
Pacific Excel Wealth Advisors
California
$373K +$372K +8,904 New
M1FG
133
Mach-1 Financial Group
Arkansas
$372K +$371K +8,879 New
CIAS
134
Capital Investment Advisory Services
North Carolina
$366K +$104K +2,484 +40%
CIA
135
Capital Investment Advisors
Georgia
$342K -$23.3K -557 -6%
PWS
136
Proactive Wealth Strategies
Georgia
$342K -$18.3K -438 -5%
TCA
137
Transcend Capital Advisors
New Jersey
$330K -$11.1K -266 -3%
VAG
138
VisionPoint Advisory Group
Texas
$327K +$63.7K +1,523 +24%
CAS
139
Coppell Advisory Solutions
Texas
$320K -$2.22K -53 -0.7%
BAM
140
Belpointe Asset Management
Nevada
$319K +$14.1K +338 +5%
WIA
141
World Investment Advisors
California
$318K +$11.6K +278 +4%
FAM
142
Flaharty Asset Management
Florida
$300K
CWM
143
Collaborative Wealth Management
Florida
$297K +$376 +9 +0.1%
FAL
144
Focused Alpha LLC
Colorado
$289K +$289K +6,909 New
RIA
145
Realta Investment Advisors
Delaware
$283K +$1.76K +42 +0.6%
NFG
146
Norris Financial Group
South Carolina
$281K +$281K +6,721 New
BFG
147
Beacon Financial Group
Texas
$278K -$58K -1,386 -17%
AAP
148
Arax Advisory Partners
Colorado
$275K +$275K +6,577 New
BCM
149
Brookstone Capital Management
Illinois
$274K -$23.4K -560 -8%
T
150
Tidemark
California
$272K -$2.01K -48 -0.7%