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

210 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
74
Reduced
94
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TL
151
Tradewinds LLC
North Carolina
$297K +$297K +7,105 New
RIA
152
Realta Investment Advisors
Delaware
$296K -$9.24K -221 -3%
T
153
Tidemark
California
$293K -$21.3K -510 -7%
BAM
154
Belpointe Asset Management
Nevada
$290K +$22.7K +542 +8%
HH
155
Hilltop Holdings
Texas
$284K +$12.5K +298 +5%
SS
156
Sunbelt Securities
Texas
$266K +$2.73K +66 +1%
CPA
157
Capital Performance Advisors
California
$264K -$171K -4,099 -39%
DE
158
Diversified Enterprises
Delaware
$249K -$2.47K -59 -1%
IWC
159
Integrated Wealth Concepts
Massachusetts
$247K -$3.85K -92 -2%
RPCA
160
Running Point Capital Advisors
California
$246K
NG
161
Novem Group
New York
$229K +$16.8K +401 +8%
HA
162
Helium Advisors
Washington
$218K +$1.71K +41 +0.8%
RFA
163
ROI Financial Advisors
Oregon
$214K +$2.89K +69 +1%
ACP
164
Argyle Capital Partners
California
$201K +$201K +4,819 New
IWM
165
IHT Wealth Management
Illinois
$201K -$13.3K -318 -6%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$183K -$2.51K -60 -1%
IWM
167
IMG Wealth Management
Florida
$182K +$25.1K +600 +16%
SPIA
168
Steward Partners Investment Advisory
New York
$170K -$10.3K -246 -6%
US Bancorp
169
US Bancorp
Minnesota
$167K +$119K +2,852 +249%
FFA
170
Farther Finance Advisors
California
$153K -$41.6K -994 -21%
RCM
171
Raleigh Capital Management
North Carolina
$135K -$1.92K -46 -1%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$116K -$19.6K -469 -14%
DFA
173
DHJJ Financial Advisors
Illinois
$114K +$209 +5 +0.2%
MCM
174
MAI Capital Management
Ohio
$108K -$1.97K -47 -2%
EWA
175
EverSource Wealth Advisors
Alabama
$108K +$106K +2,540 +7,056%