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

210 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
21
Increased
79
Reduced
82
Closed
13
Calls
Puts
$1.19M
Net Calls
-$1.19M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
176
WealthShield Partners
North Carolina
$55.5K -$6.78K -171 -11%
CHC
177
City Holding Co
West Virginia
$53.7K
AA
178
AlphaMark Advisors
Kentucky
$41K
BCMLT
179
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.6K
Bessemer Group
180
Bessemer Group
New Jersey
$32K +$32K +800 New
AIC
181
Archer Investment Corporation
Indiana
$27.7K
CFD
182
Creative Financial Designs
Indiana
$25.7K -$14.2K -358 -36%
MIFH
183
Migdal Insurance & Financial Holdings
Israel
$25K -$33.1K -820 -57%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$24.4K +$24.4K +613 New
CAS
185
Coppell Advisory Solutions
Texas
$24.3K +$24.3K +617 New
PP
186
PFS Partners
New Jersey
$19.3K
VAG
187
VisionPoint Advisory Group
Texas
$18.2K +$18.2K +458 New
TWM
188
Tradition Wealth Management
Minnesota
$17K +$17K +424 New
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$14.9K
TWC
190
TD Waterhouse Canada
Ontario, Canada
$13.7K -$6.14K -155 -31%
HWM
191
HighMark Wealth Management
Minnesota
$13.5K
MIM
192
MTM Investment Management
South Carolina
$12.7K
EWM
193
Endurance Wealth Management
Rhode Island
$12K -$12K -312 -50%
William Blair & Company
194
William Blair & Company
Illinois
$11K -$5.35K -135 -33%
FGAM
195
Financial Gravity Asset Management
Texas
$10.8K +$10.8K +40 New
GWSG
196
GPS Wealth Strategies Group
Colorado
$7.93K -$40.5K -1,023 -84%
CIA
197
Cape Investment Advisory
Georgia
$7.41K
CWA
198
Clearview Wealth Advisors
Oregon
$6.47K +$119 +3 +2%
TAM
199
Tucker Asset Management
Colorado
$3.37K
TSWM
200
Tyler-Stone Wealth Management
Ohio
$3K +$3K +84 New