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

127 hedge funds and large institutions have $834M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
16
Increased
53
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$151M -$6.52M -138,457 -4%
First Trust Advisors
2
First Trust Advisors
Illinois
$139M -$13M -277,123 -9%
ACM
3
Aviance Capital Management
Florida
$92M -$8.23M -174,700 -8%
Wells Fargo
4
Wells Fargo
California
$44.8M +$781K +16,577 +2%
AWMS
5
Advocacy Wealth Management Services
Georgia
$42.4M +$2.09M +44,486 +5%
JCM
6
Janney Capital Management
Pennsylvania
$35.9M -$651K -13,824 -2%
Bank of America
7
Bank of America
North Carolina
$28.8M +$1.01M +21,553 +4%
HI
8
Horizon Investments
North Carolina
$24.8M +$8.89M +189,697 +56%
UBS Group
9
UBS Group
Switzerland
$20.9M +$886K +18,818 +4%
LPL Financial
10
LPL Financial
California
$16.8M -$2.44M -51,751 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.7M +$298K +6,318 +2%
BFG
12
Beacon Financial Group
Texas
$14.8M -$345K -7,323 -2%
FAM
13
Flaharty Asset Management
Florida
$14.1M +$335K +7,109 +2%
FMP
14
Financial Management Professionals
Texas
$11.5M +$11.4M +241,879 +8,617%
IA
15
IFP Advisors
Florida
$10.3M +$1.57M +33,368 +18%
Stifel Financial
16
Stifel Financial
Missouri
$9.97M +$331K +7,019 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.75M +$274K +5,824 +3%
MAP
18
Milestone Advisory Partners
North Carolina
$8.88M -$424 -9 -0%
JIP
19
Jaffetilchin Investment Partners
Florida
$8.55M +$216K +4,579 +3%
PI
20
PFS Investments
Georgia
$8.11M +$2.65M +55,850 +48%
1IA
21
1834 Investment Advisors
Wisconsin
$7.58M -$207K -4,388 -3%
MMA
22
Miracle Mile Advisors
California
$7.09M +$174K +3,700 +3%
OCM
23
One Capital Management
California
$6M +$624K +13,257 +12%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$5.33M
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$4.73M +$361K +7,669 +8%