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

132 hedge funds and large institutions have $691M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
21
Increased
49
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$135M +$8.66M +181,211 +7%
Morgan Stanley
2
Morgan Stanley
New York
$128M +$16.4M +342,548 +15%
Wells Fargo
3
Wells Fargo
California
$56.5M +$14.2M +296,907 +34%
ACM
4
Aviance Capital Management
Florida
$43.2M -$11.5M -240,335 -21%
Bank of America
5
Bank of America
North Carolina
$31.4M +$3.16M +66,208 +11%
JCM
6
Janney Capital Management
Pennsylvania
$31.2M -$1.64M -34,301 -5%
AWMS
7
Advocacy Wealth Management Services
Georgia
$28.1M -$13.4M -279,668 -32%
UBS Group
8
UBS Group
Switzerland
$20.1M +$1.66M +34,735 +9%
Stifel Financial
9
Stifel Financial
Missouri
$18.1M +$2.91M +60,940 +19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.1M -$3.71M -77,607 -17%
LPL Financial
11
LPL Financial
California
$17.2M -$1.88M -39,349 -10%
FAM
12
Flaharty Asset Management
Florida
$13.7M +$42.3K +886 +0.3%
PAG
13
Private Advisor Group
New Jersey
$12.4M +$521K +10,892 +4%
BTS
14
BB&T Securities
Virginia
$12.3M +$11.9M +248,242 +2,475%
OCM
15
One Capital Management
California
$9.51M +$2.44M +50,990 +34%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$6.81M +$509K +10,644 +8%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$6.33M +$5.86M +120,798 +1,239%
PNC
18
Park National Corp
Ohio
$5.65M +$1.24M +25,873 +28%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.92M +$1.14M +23,955 +30%
RJA
20
Raymond James & Associates
Florida
$4.87M +$1.28M +26,724 +36%
CAG
21
Csenge Advisory Group
Florida
$4.26M +$154K +3,219 +4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.13M +$614K +12,839 +17%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.03M -$1.96M -40,966 -39%
MMA
24
Miracle Mile Advisors
California
$2.81M -$296K -6,191 -10%
WA
25
WESPAC Advisors
California
$2.67M +$24.5K +512 +0.9%