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

72 hedge funds and large institutions have $652M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
21
Increased
25
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$149M -$21M -443,762 -12%
Morgan Stanley
2
Morgan Stanley
New York
$140M +$39.7M +838,680 +40%
FTUS
3
Flow Traders U.S.
New York
$101M +$101M +2,130,660 New
ACM
4
Aviance Capital Management
Florida
$59.2M +$57.1M +1,205,824 +2,842%
Bank of America
5
Bank of America
North Carolina
$25.2M +$4.51M +95,136 +22%
LPL Financial
6
LPL Financial
California
$23M +$4.13M +87,429 +22%
Wells Fargo
7
Wells Fargo
California
$20.9M +$8.65M +182,524 +71%
UBS Group
8
UBS Group
Switzerland
$20.4M +$3.13M +66,119 +18%
FMP
9
Financial Management Professionals
Texas
$12.3M +$273K +5,753 +2%
HI
10
Hudock Inc
Pennsylvania
$8.86M -$1.26M -26,499 -12%
JCM
11
Janney Capital Management
Pennsylvania
$7.17M +$7.17M +151,283 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.12M +$6.1M +128,712 +598%
Stifel Financial
13
Stifel Financial
Missouri
$6.95M +$3.33M +70,173 +92%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.33M -$1.77M -37,452 -22%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.64M +$117K +2,463 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.55M +$2.6M +54,925 +88%
MFS
17
MSI Financial Services
Massachusetts
$4.94M +$4.04M +85,149 +444%
BTS
18
BB&T Securities
Virginia
$4.75M +$417K +8,806 +10%
CP
19
Camelot Portfolios
Ohio
$3.99M -$13.7K -289 -0.3%
AWMS
20
Advocacy Wealth Management Services
Georgia
$3.7M +$2.44M +51,471 +193%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$3.7M +$2.39M +50,323 +182%
IH
22
IFC Holdings
Florida
$2.06M -$75.8K -1,591 -4%
ACM
23
Avalon Capital Management
California
$2.06M -$17.8K -375 -0.9%
NPC
24
National Planning Corporation
California
$2.02M -$60.5K -1,271 -3%
Goldman Sachs
25
Goldman Sachs
New York
$1.77M +$1.77M +37,279 New