We are live on ! Find out more
HYLS icon

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

209 hedge funds and large institutions have $1.05B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 94 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 75

1.73% more ownership

Funds ownership: 60.18%61.91% (+1.7%)

3% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$26.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 216209 (-7)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
94
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DE
151
Diversified Enterprises
Delaware
$250K
MWA
152
Merkkuri Wealth Advisors
New York
$249K -$49.6K -1,184 -17%
RPCA
153
Running Point Capital Advisors
California
$247K
NG
154
Novem Group
New York
$230K
Betterment LLC
155
Betterment LLC
New York
$224K -$173K -4,127 -44%
ACP
156
Argyle Capital Partners
California
$220K +$17.6K +421 +9%
IFG
157
Independent Financial Group
California
$218K -$43.4K -1,035 -17%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$217K +$217K +5,167 New
RFA
159
ROI Financial Advisors
Oregon
$217K +$1.05K +25 +0.5%
RA
160
RFG Advisory
Alabama
$207K +$206K +4,924 New
CAG
161
Csenge Advisory Group
Florida
$201K -$142K -3,379 -41%
IWM
162
IMG Wealth Management
Florida
$191K +$7.5K +179 +4%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$187K +$2.77K +66 +2%
SPIA
164
Steward Partners Investment Advisory
New York
$170K -$1.05K -25 -0.6%
FFA
165
Farther Finance Advisors
California
$152K -$2.1K -50 -1%
RCM
166
Raleigh Capital Management
North Carolina
$128K -$8.05K -192 -6%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$122K +$5.49K +131 +5%
EWA
168
EverSource Wealth Advisors
Alabama
$110K +$1.84K +44 +2%
MCM
169
MAI Capital Management
Ohio
$109K +$126 +3 +0.1%
DFA
170
DHJJ Financial Advisors
Illinois
$108K -$7K -167 -6%
LFG
171
Larson Financial Group
Missouri
$101K +$101K +2,400 New
GRP
172
Global Retirement Partners
California
$97.2K +$15.1K +360 +18%
GWSG
173
GPS Wealth Strategies Group
Colorado
$93.1K +$629 +15 +0.7%
CAL
174
Capital Analysts LLC
Pennsylvania
$87K
PS
175
Principal Securities
Iowa
$85.4K +$252 +6 +0.3%