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

221 hedge funds and large institutions have $1.09B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

55% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 67

6% more funds holding

Funds holding: 209221 (+12)

4% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$43.9M)

0.48% less ownership

Funds ownership: 61.91%61.43% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
104
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
151
Capital Performance Advisors
California
$271K -$19.8K -474 -7%
SS
152
Sunbelt Securities
Texas
$268K +$125 +3 +0%
WFAG
153
Worth Financial Advisory Group
North Carolina
$263K +$263K +6,276 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$254K +$251 +6 +0.1%
MWA
155
Merkkuri Wealth Advisors
New York
$251K +$3.18K +76 +1%
DE
156
Diversified Enterprises
Delaware
$249K -$418 -10 -0.2%
O3W
157
Omni 360 Wealth
New Jersey
$247K -$132K -3,165 -35%
RPCA
158
Running Point Capital Advisors
California
$246K
AW
159
Ankerstar Wealth
Texas
$243K +$243K +5,811 New
AG
160
Ascent Group
Virginia
$220K +$220K +5,249 New
QP
161
Quartz Partners
New York
$219K -$57.9K -1,385 -21%
KF
162
KKM Financial
Illinois
$217K +$217K +5,183 New
IFG
163
Independent Financial Group
California
$217K
RFA
164
ROI Financial Advisors
Oregon
$216K +$251 +6 +0.1%
LI
165
LVZ Inc
Michigan
$210K -$966K -23,089 -82%
EGM
166
Engineers Gate Manager
New York
$204K +$204K +4,871 New
ACP
167
Argyle Capital Partners
California
$203K -$15.9K -380 -7%
SPIA
168
Steward Partners Investment Advisory
New York
$197K +$28.3K +676 +17%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$195K +$73.2K +1,750 +60%
IWM
170
IMG Wealth Management
Florida
$192K +$1.76K +42 +0.9%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$182K -$3.72K -89 -2%
GRP
172
Global Retirement Partners
California
$162K +$65.3K +1,562 +68%
FFA
173
Farther Finance Advisors
California
$151K +$84 +2 +0.1%
SAM
174
Smartleaf Asset Management
Massachusetts
$144K +$143K +3,415 +10,348%
ECA
175
Elevated Capital Advisors
Utah
$136K +$136K +3,255 New