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

209 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
66
Reduced
92
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
151
Sebold Capital Management
Illinois
$274K -$237K -5,693 -46%
SB
152
Strategic Blueprint
Georgia
$271K +$271K +6,522 New
LFAS
153
Level Four Advisory Services
Texas
$270K +$36.3K +874 +16%
CCG
154
Cypress Capital Group
Florida
$268K -$111K -2,665 -29%
BPA
155
Beacon Pointe Advisors
California
$262K
RPCA
156
Running Point Capital Advisors
California
$259K -$163K -3,927 -39%
D
157
Diversified
Delaware
$257K +$257K +6,185 New
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$243K +$243K +5,846 New
IA
159
IFG Advisory
Georgia
$236K -$6.82K -164 -3%
FCM
160
Family Capital Management
Michigan
$227K -$1.02M -24,644 -82%
TC
161
Trilogy Capital
California
$224K +$665 +16 +0.3%
RFA
162
ROI Financial Advisors
Oregon
$222K +$222K +5,331 New
MFG
163
Merit Financial Group
Georgia
$218K -$125K -3,015 -37%
AFA
164
American Financial Advisors
Georgia
$207K -$47K -1,131 -19%
BCI
165
Brinker Capital Investments
Pennsylvania
$206K -$119K -2,903 -37%
OPS
166
Orion Portfolio Solutions
Nebraska
$206K -$119K -2,903 -37%
EH
167
Equitable Holdings
New York
$206K +$206K +4,949 New
DFA
168
DHJJ Financial Advisors
Illinois
$187K -$32.1K -771 -15%
US Bancorp
169
US Bancorp
Minnesota
$178K -$94.7K -2,277 -35%
RCM
170
Raleigh Capital Management
North Carolina
$149K -$26.8K -645 -15%
SPIA
171
Steward Partners Investment Advisory
New York
$129K -$8.19K -197 -6%
NS
172
NBC Securities
Alabama
$104K -$11.8K -286 -10%
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$83.9K +$83.9K +2,019 New
GRP
174
Global Retirement Partners
California
$80K +$13.3K +322 +20%
PS
175
Principal Securities
Iowa
$74.8K +$74.8K +1,799 New