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

218 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.27B → $1.02B (-$253M)

Holders
218
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
BAM
151
Belpointe Asset Management
Nevada
$263K
SS
152
Sunbelt Securities
Texas
$261K
EGM
153
Engineers Gate Manager
New York
$259K
SPC
154
Sigma Planning Corp
Michigan
$259K
AA
155
Armis Advisers
Georgia
$257K
Vontobel Holding
156
Vontobel Holding
Switzerland
$257K
BPA
157
Beacon Pointe Advisors
California
$256K
MOS
158
MGO One Seven
Ohio
$255K
AC
159
Aristides Capital
Kentucky
$249K
DE
160
Diversified Enterprises
Delaware
$247K
IWC
161
Integrated Wealth Concepts
Massachusetts
$246K
RPCA
162
Running Point Capital Advisors
California
$241K
NEWAS
163
N.E.W. Advisory Services
Wisconsin
$217K
HA
164
Helium Advisors
Washington
$212K
IWM
165
IHT Wealth Management
Illinois
$210K
NG
166
Novem Group
New York
$208K
RFA
167
ROI Financial Advisors
Oregon
$208K
MWM
168
Marion Wealth Management
Pennsylvania
$207K
AWM
169
Accel Wealth Management
Iowa
$205K
FFA
170
Farther Finance Advisors
California
$191K
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$182K
SPIA
172
Steward Partners Investment Advisory
New York
$177K
IWM
173
IMG Wealth Management
Florida
$154K
RCM
174
Raleigh Capital Management
North Carolina
$134K
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$133K