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

203 hedge funds and large institutions have $1.04B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-17
Holders Change %
-7.73%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
84
Reduced
73
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
201
PSI Advisors
Florida
$119
Fidelity Investments
202
Fidelity Investments
Massachusetts
$119 +$79 +2 +200%
SG
203
StoneX Group
New York
-$5.59M -143,521 Closed
JPMorgan Chase & Co
204
JPMorgan Chase & Co
New York
-$1.49M -38,229 Closed
DAS
205
Dynamic Advisor Solutions
Arizona
-$925K -23,757 Closed
CRWM
206
Castle Rock Wealth Management
California
-$940K -23,310 Closed
SW
207
SteelPeak Wealth
California
-$732K -18,793 Closed
BlackRock
208
BlackRock
New York
-$584K -15,000 Closed
SWA
209
Stratos Wealth Advisors
Ohio
-$562K -14,430 Closed
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
-$349K -8,969 Closed
MCC
211
Money Concepts Capital
Florida
-$323K -8,302 Closed
BF
212
BOK Financial
Oklahoma
-$314K -8,054 Closed
GVAG
213
Great Valley Advisor Group
Delaware
-$266K -6,838 Closed
BFG
214
Berger Financial Group
Minnesota
-$255K -6,555 Closed
SFS
215
Stiles Financial Services
Minnesota
-$299K -6,142 Closed
SB
216
Strategic Blueprint
Georgia
-$233K -5,980 Closed
WI
217
Wintrust Investments
Illinois
-$222K -5,698 Closed
BRWA
218
B. Riley Wealth Advisors
Florida
-$209K -5,363 Closed
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
-$181K -4,578 Closed
AWM
220
Accurate Wealth Management
Florida
-$105K -2,617 Closed
USCWA
221
U.S. Capital Wealth Advisors
Texas
-$60.4K -1,550 Closed
LS
222
Leelyn Smith
Illinois
-$29.9K -767 Closed
BTI
223
Blue Trust Inc
Georgia
-$27K -706 Closed
Bessemer Group
224
Bessemer Group
New Jersey
-$24K -617 Closed
CASC
225
Coppell Advisory Solutions Corp
Texas
-$20.5K -527 Closed