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

141 hedge funds and large institutions have $846M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
3.1%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
23
Increased
65
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$174M +$26.2M +543,246 +18%
First Trust Advisors
2
First Trust Advisors
Illinois
$161M +$12.5M +259,223 +8%
Wells Fargo
3
Wells Fargo
California
$60.3M +$3.32M +68,754 +6%
Bank of America
4
Bank of America
North Carolina
$43.3M +$8.93M +185,148 +26%
UBS Group
5
UBS Group
Switzerland
$30.4M +$940K +19,479 +3%
AWMS
6
Advocacy Wealth Management Services
Georgia
$28.5M -$640K -13,258 -2%
JCM
7
Janney Capital Management
Pennsylvania
$28M -$2.42M -50,257 -8%
LPL Financial
8
LPL Financial
California
$22.1M +$3.2M +66,331 +17%
RWP
9
RWA Wealth Partners
Massachusetts
$21.2M +$60.7K +1,259 +0.3%
BTS
10
BB&T Securities
Virginia
$20.5M +$1.42M +29,487 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.2M +$1.28M +26,575 +7%
Stifel Financial
12
Stifel Financial
Missouri
$14.6M -$241K -5,017 -2%
BFG
13
Beacon Financial Group
Texas
$14.5M -$169K -3,499 -1%
FAM
14
Flaharty Asset Management
Florida
$13.9M +$206K +4,273 +2%
PAG
15
Private Advisor Group
New Jersey
$13.2M +$625K +12,968 +5%
OCM
16
One Capital Management
California
$12M +$1.02M +21,248 +9%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$11.7M +$2.61M +54,034 +29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.49M +$165K +3,420 +2%
PNC
19
Park National Corp
Ohio
$7.7M +$931K +19,296 +14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.78M +$622K +12,890 +10%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6.33M
TC
22
Trilogy Capital
California
$6.14M +$6.14M +127,706 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.5M +$1.68M +34,877 +44%
AG
24
Advisor Group
Arizona
$5.45M +$1.72M +35,636 +46%
RJA
25
Raymond James & Associates
Florida
$5.44M -$202K -4,181 -4%