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

212 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 94

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.9M
2 +$5.76M
3 +$4.45M
4
P
&Partners
Tennessee
+$3.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
151
Merkkuri Wealth Advisors
New York
$297K
TL
152
Tradewinds LLC
North Carolina
$297K
RIA
153
Realta Investment Advisors
Delaware
$296K
T
154
Tidemark
California
$293K
BAM
155
Belpointe Asset Management
Nevada
$290K
HH
156
Hilltop Holdings
Texas
$284K
SS
157
Sunbelt Securities
Texas
$266K
CPA
158
Capital Performance Advisors
California
$264K
DE
159
Diversified Enterprises
Delaware
$249K
IWC
160
Integrated Wealth Concepts
Massachusetts
$247K
RPCA
161
Running Point Capital Advisors
California
$246K
NG
162
Novem Group
New York
$229K
HA
163
Helium Advisors
Washington
$218K
RFA
164
ROI Financial Advisors
Oregon
$214K
ACP
165
Argyle Capital Partners
California
$201K
IWM
166
IHT Wealth Management
Illinois
$201K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$183K
IWM
168
IMG Wealth Management
Florida
$182K
SPIA
169
Steward Partners Investment Advisory
New York
$170K
US Bancorp
170
US Bancorp
Minnesota
$167K
FFA
171
Farther Finance Advisors
California
$153K
RCM
172
Raleigh Capital Management
North Carolina
$135K
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$116K
DFA
174
DHJJ Financial Advisors
Illinois
$114K
MCM
175
MAI Capital Management
Ohio
$108K