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

219 hedge funds and large institutions have $963M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 221219 (-2)

2% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 83

6.85% less ownership

Funds ownership: 61.43%54.59% (-6.8%)

12% less capital invested

Capital invested by funds: $1.09B → $963M (-$126M)

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
81
Reduced
83
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
151
Merkkuri Wealth Advisors
New York
$247K +$3.93K +95 +2%
PG
152
Prostatis Group
Maryland
$246K -$403K -9,741 -62%
IWM
153
Iams Wealth Management
Nebraska
$243K -$123K -2,987 -33%
Cerity Partners
154
Cerity Partners
New York
$238K +$243K +5,878 New
DE
155
Diversified Enterprises
Delaware
$238K -$2.6K -63 -1%
HighTower Advisors
156
HighTower Advisors
Illinois
$229K +$233K +5,632 New
RFA
157
ROI Financial Advisors
Oregon
$221K +$12.4K +299 +6%
IFG
158
Independent Financial Group
California
$220K +$9.67K +234 +5%
Betterment LLC
159
Betterment LLC
New York
$218K +$222K +5,381 New
KF
160
KKM Financial
Illinois
$217K
QP
161
Quartz Partners
New York
$212K
SFG
162
SageGuard Financial Group
Tennessee
$212K +$216K +5,222 New
IWM
163
IMG Wealth Management
Florida
$209K +$23.3K +565 +12%
CPA
164
Capital Performance Advisors
California
$209K -$54.5K -1,319 -20%
FPAS
165
Focus Partners Advisor Solutions
Missouri
$205K +$209K +5,052 New
NFG
166
Norris Financial Group
South Carolina
$205K -$69.4K -1,680 -25%
NG
167
Novem Group
New York
$203K +$207K +5,011 New
LI
168
LVZ Inc
Michigan
$202K -$1.49K -36 -0.7%
SPIA
169
Steward Partners Investment Advisory
New York
$191K -$289 -7 -0.1%
AW
170
Ankerstar Wealth
Texas
$185K -$51.9K -1,256 -22%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$179K +$2.56K +62 +1%
ECA
172
Elevated Capital Advisors
Utah
$124K -$8.1K -196 -6%
ASN
173
Advisory Services Network
Georgia
$116K +$118K +2,848 New
PA
174
Parallel Advisors
California
$113K +$104K +2,525 +1,010%
EWA
175
EverSource Wealth Advisors
Alabama
$110K +$1.86K +45 +2%