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

133 hedge funds and large institutions have $758M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
63
Reduced
30
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$148M +$12.2M +254,516 +9%
Morgan Stanley
2
Morgan Stanley
New York
$147M +$18.3M +380,715 +14%
Wells Fargo
3
Wells Fargo
California
$56.8M +$20.2K +419 +0%
Bank of America
4
Bank of America
North Carolina
$34.3M +$2.7M +56,122 +9%
JCM
5
Janney Capital Management
Pennsylvania
$30.4M -$1.05M -21,753 -3%
UBS Group
6
UBS Group
Switzerland
$29.4M +$9.2M +191,256 +46%
AWMS
7
Advocacy Wealth Management Services
Georgia
$29.1M +$834K +17,329 +3%
RWP
8
RWA Wealth Partners
Massachusetts
$21.1M +$21.1M +438,121 New
BTS
9
BB&T Securities
Virginia
$19M +$6.61M +137,308 +53%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.9M +$694K +14,429 +4%
LPL Financial
11
LPL Financial
California
$18.9M +$1.5M +31,228 +9%
Stifel Financial
12
Stifel Financial
Missouri
$14.8M -$3.43M -71,344 -19%
BFG
13
Beacon Financial Group
Texas
$14.7M +$401K +8,327 +3%
FAM
14
Flaharty Asset Management
Florida
$13.7M -$78.4K -1,629 -0.6%
PAG
15
Private Advisor Group
New Jersey
$12.6M +$128K +2,656 +1%
OCM
16
One Capital Management
California
$11M +$1.38M +28,762 +14%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$9.03M +$2.18M +45,366 +32%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.3M +$6.1M +126,833 +277%
PNC
19
Park National Corp
Ohio
$6.75M +$1.07M +22,176 +19%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$6.33M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.14M +$1.2M +24,844 +24%
RJA
22
Raymond James & Associates
Florida
$5.63M +$723K +15,021 +15%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.74M +$583K +12,114 +14%
CAG
24
Csenge Advisory Group
Florida
$3.95M -$339K -7,038 -8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.81M +$1.81M +37,552 +90%