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

199 hedge funds and large institutions have $1.62B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+34
Holders Change %
+20.61%
% of All Funds
3.53%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
47
Increased
83
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$408M +$11.4M +234,795 +3%
Wells Fargo
2
Wells Fargo
California
$142M +$9.74M +199,933 +7%
First Trust Advisors
3
First Trust Advisors
Illinois
$116M -$9.41M -193,128 -7%
Jane Street
4
Jane Street
New York
$113M +$113M +2,323,089 New
Bank of America
5
Bank of America
North Carolina
$62.4M +$11.1M +228,482 +22%
LPL Financial
6
LPL Financial
California
$58M +$6.57M +134,758 +13%
UBS Group
7
UBS Group
Switzerland
$52.9M +$614K +12,603 +1%
Citadel Advisors
8
Citadel Advisors
Florida
$38.7M +$27.4M +562,498 +242%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$38.4M -$2.02M -41,560 -5%
OCM
10
One Capital Management
California
$28.3M +$1.99M +40,926 +8%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$24.9M +$9.9M +203,130 +66%
Stifel Financial
12
Stifel Financial
Missouri
$24.5M +$4.48M +92,045 +22%
Osaic Holdings
13
Osaic Holdings
Arizona
$20.7M -$4.9M -100,620 -19%
GIA
14
Gladstone Institutional Advisory
Florida
$20.6M +$1.15M +23,656 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$19.9M -$654K -13,415 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$19.8M +$3.68M +75,559 +23%
PAG
17
Private Advisor Group
New Jersey
$19.7M +$1.19M +24,333 +6%
BFG
18
Beacon Financial Group
Texas
$18.9M +$475K +9,686 +3%
RWP
19
RWA Wealth Partners
Massachusetts
$17.3M +$8.83M +181,295 +104%
PNC
20
Park National Corp
Ohio
$17M +$2.71M +55,646 +19%
CAG
21
Csenge Advisory Group
Florida
$14.4M +$2.04M +41,899 +17%
AFA
22
American Financial Advisors
Georgia
$13.4M -$247K -5,077 -2%
BFG
23
Berger Financial Group
Minnesota
$12.9M +$12.9M +264,535 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$12M -$554K -11,380 -4%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$11.6M +$417K +8,551 +4%