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

161 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
29
Increased
82
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$326M +$162M +3,541,802 +99%
First Trust Advisors
2
First Trust Advisors
Illinois
$111M -$20.8M -453,922 -16%
Wells Fargo
3
Wells Fargo
California
$92.2M +$26M +567,136 +39%
Bank of America
4
Bank of America
North Carolina
$45.4M +$13.7M +297,951 +43%
LPL Financial
5
LPL Financial
California
$41.1M +$16.2M +352,978 +65%
UBS Group
6
UBS Group
Switzerland
$39.5M +$19.2M +419,368 +95%
Jane Street
7
Jane Street
New York
$33.5M +$7.68M +167,574 +30%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$28.1M +$7.82M +170,589 +39%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.9M +$19.9M +433,933 +500%
Osaic Holdings
10
Osaic Holdings
Arizona
$21.7M +$8.66M +188,848 +66%
OCM
11
One Capital Management
California
$18.3M +$6.02M +131,369 +49%
HIM
12
Hanlon Investment Management
New Jersey
$17.9M +$17.9M +390,201 New
BFG
13
Beacon Financial Group
Texas
$17.3M +$1.48M +32,366 +9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$16.8M +$11.7M +256,176 +233%
PAG
15
Private Advisor Group
New Jersey
$16.5M +$2M +43,679 +14%
Stifel Financial
16
Stifel Financial
Missouri
$15.8M -$1.32M -28,866 -8%
GIA
17
Gladstone Institutional Advisory
Florida
$14.6M +$12.4M +269,660 +545%
AFA
18
American Financial Advisors
Georgia
$13.4M +$479K +10,138 +4%
Truist Financial
19
Truist Financial
North Carolina
$12M +$11.3M +246,021 +1,623%
PNC
20
Park National Corp
Ohio
$11.6M +$750K +16,373 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.28M +$2.86M +62,328 +44%
RJA
22
Raymond James & Associates
Florida
$8.63M +$4.38M +95,567 +103%
MIAN
23
Mariner Independent Advisor Network
Kansas
$8.14M +$8.14M +176,918 New
CAG
24
Csenge Advisory Group
Florida
$7.85M +$2.99M +65,205 +62%
SWP
25
Stratos Wealth Partners
Ohio
$6.43M +$5.41M +118,001 +531%