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

204 hedge funds and large institutions have $1.04B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
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
RPCA
151
Running Point Capital Advisors
California
$247K
NG
152
Novem Group
New York
$230K
Betterment LLC
153
Betterment LLC
New York
$224K
ACP
154
Argyle Capital Partners
California
$220K
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$217K
RFA
156
ROI Financial Advisors
Oregon
$217K
RA
157
RFG Advisory
Alabama
$207K
CAG
158
Csenge Advisory Group
Florida
$201K
IWM
159
IMG Wealth Management
Florida
$191K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$187K
SPIA
161
Steward Partners Investment Advisory
New York
$170K
FFA
162
Farther Finance Advisors
California
$152K
RCM
163
Raleigh Capital Management
North Carolina
$128K
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$122K
EWA
165
EverSource Wealth Advisors
Alabama
$110K
MCM
166
MAI Capital Management
Ohio
$109K
DFA
167
DHJJ Financial Advisors
Illinois
$108K
LFG
168
Larson Financial Group
Missouri
$101K
GRP
169
Global Retirement Partners
California
$97.2K
GWSG
170
GPS Wealth Strategies Group
Colorado
$93.1K
CAL
171
Capital Analysts LLC
Pennsylvania
$87K
PS
172
Principal Securities
Iowa
$85.4K
TWM
173
Topsail Wealth Management
North Carolina
$84.1K
JP Morgan Chase
174
JP Morgan Chase
New York
$58.5K
CHC
175
City Holding Co
West Virginia
$57K