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

197 hedge funds and large institutions have $925M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-13
Holders Change %
-6.19%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
18
Increased
74
Reduced
74
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$257K -$86.1K -2,194 -25%
BPA
152
Beacon Pointe Advisors
California
$248K -$50.1K -1,278 -17%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$246K -$14.5K -370 -6%
AFA
154
American Financial Advisors
Georgia
$240K -$5.96K -152 -2%
IA
155
IFG Advisory
Georgia
$229K +$229K +5,842 New
TSS
156
Two Sigma Securities
New York
$223K +$223K +5,672 New
LFAS
157
Level Four Advisory Services
Texas
$221K +$221K +5,631 New
FFA
158
Farther Finance Advisors
California
$220K -$40.8K -1,040 -16%
T
159
TRUADVICE
Florida
$220K +$220K +5,560 New
GSIAS
160
Garden State Investment Advisory Services
New Jersey
$216K
PPWM
161
Paragon Private Wealth Management
Kentucky
$212K
TC
162
Trilogy Capital
California
$211K +$1.1K +28 +0.5%
DFA
163
DHJJ Financial Advisors
Illinois
$207K -$871K -22,196 -81%
RCM
164
Raleigh Capital Management
North Carolina
$166K -$13.6K -346 -8%
IA
165
IFP Advisors
Florida
$160K -$17.6K -448 -10%
SPIA
166
Steward Partners Investment Advisory
New York
$130K
NS
167
NBC Securities
Alabama
$110K +$110K +2,810 New
GRP
168
Global Retirement Partners
California
$62.5K -$76.5K -1,982 -55%
GWANC
169
Guardian Wealth Advisors (North Carolina)
North Carolina
$58K
ACA
170
Aptus Capital Advisors
Alabama
$58K
CHC
171
City Holding Co
West Virginia
$53.1K
AA
172
AlphaMark Advisors
Kentucky
$41K
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.6K
AIC
174
Archer Investment Corporation
Indiana
$27.5K
MIFH
175
Migdal Insurance & Financial Holdings
Israel
$24K