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

131 hedge funds and large institutions have $865M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
3%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
20
Increased
53
Reduced
38
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 -$2.2M -45,945 -1%
First Trust Advisors
2
First Trust Advisors
Illinois
$138M -$2.65M -55,411 -2%
ACM
3
Aviance Capital Management
Florida
$73.6M -$19.8M -414,200 -21%
Wells Fargo
4
Wells Fargo
California
$53.4M +$8.01M +167,537 +18%
AWMS
5
Advocacy Wealth Management Services
Georgia
$45.2M +$2.24M +46,902 +5%
JCM
6
Janney Capital Management
Pennsylvania
$35.7M -$717K -15,009 -2%
Bank of America
7
Bank of America
North Carolina
$35.6M +$6.32M +132,345 +22%
HI
8
Horizon Investments
North Carolina
$26.6M +$1.5M +31,457 +6%
UBS Group
9
UBS Group
Switzerland
$21M -$192K -4,014 -0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.8M +$810K +16,952 +5%
LPL Financial
11
LPL Financial
California
$17.4M +$393K +8,226 +2%
FMP
12
Financial Management Professionals
Texas
$14.9M +$3.23M +67,685 +28%
BFG
13
Beacon Financial Group
Texas
$14.7M -$308K -6,449 -2%
FAM
14
Flaharty Asset Management
Florida
$14.4M +$85K +1,776 +0.6%
Stifel Financial
15
Stifel Financial
Missouri
$12.5M +$2.39M +50,232 +24%
PI
16
PFS Investments
Georgia
$11.2M +$2.98M +62,410 +36%
IA
17
IFP Advisors
Florida
$11.1M +$612K +12,816 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$10.3M +$403K +8,423 +4%
JIP
19
Jaffetilchin Investment Partners
Florida
$8.61M -$61.1K -1,279 -0.7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.76M +$3.66M +76,655 +89%
MAP
21
Milestone Advisory Partners
North Carolina
$7.66M -$1.36M -28,377 -15%
1IA
22
1834 Investment Advisors
Wisconsin
$7.36M -$338K -7,079 -4%
MMA
23
Miracle Mile Advisors
California
$6.92M -$272K -5,695 -4%
OCM
24
One Capital Management
California
$6.32M +$234K +4,906 +4%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$6.27M +$6.27M +131,157 New