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

221 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
28
Increased
86
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
201
William Blair & Company
Illinois
$19K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$19K +$48 +1 +0.3%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$18K
TFS
204
TrustCore Financial Services
Tennessee
$17K
HWM
205
HighMark Wealth Management
Minnesota
$16K +$16K +341 New
MIM
206
MTM Investment Management
South Carolina
$15K
FA
207
Faithward Advisors
Pennsylvania
$10K
SC
208
SouthState Corp
Florida
$9K
GWSG
209
GPS Wealth Strategies Group
Colorado
$9K +$9K +200 New
TAM
210
Tucker Asset Management
Colorado
$8.79K +$6.13K +134 +231%
GFPC
211
Global Financial Private Client
Florida
$8.21K
PA
212
PSI Advisors
Florida
$6K -$14.3K -304 -70%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$6K
SIS
214
Sound Income Strategies
Florida
$6K +$1.46K +32 +32%
LAS
215
Lloyd Advisory Services
Georgia
$6K +$4.98K +112 +487%
TSWM
216
Tyler-Stone Wealth Management
Ohio
$4K
NFSG
217
Newbridge Financial Services Group
Florida
$3K +$3K +71 New
S
218
SignatureFD
Georgia
$2K -$24.4K -647 -92%
AssetMark Inc
219
AssetMark Inc
California
$2K -$2.37K -58 -54%
EWA
220
EverSource Wealth Advisors
Alabama
$2K
SFA
221
Semmax Financial Advisors
North Carolina
$1K
Fidelity Investments
222
Fidelity Investments
Massachusetts
$1K +$1K +15 New
Jane Street
223
Jane Street
New York
-$50.3M -1,051,178 Closed
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
-$9.98M -208,526 Closed
HCM
225
Howard Capital Management
Georgia
-$2.98M -61,181 Closed