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

197 hedge funds and large institutions have $1.64B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-4
Holders Change %
-1.99%
% of All Funds
3.44%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
96
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$414M -$18.3M -378,097 -4%
Wells Fargo
2
Wells Fargo
California
$149M -$2.34M -48,145 -2%
First Trust Advisors
3
First Trust Advisors
Illinois
$120M +$606K +12,500 +0.5%
LPL Financial
4
LPL Financial
California
$78.2M +$9.28M +191,400 +13%
Bank of America
5
Bank of America
North Carolina
$69.1M +$5.79M +119,310 +9%
UBS Group
6
UBS Group
Switzerland
$68.7M +$11M +227,723 +19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$45.6M +$5.18M +106,744 +13%
OCM
8
One Capital Management
California
$35.7M +$4.13M +85,086 +13%
Citadel Advisors
9
Citadel Advisors
Florida
$33.5M +$33.5M +691,318 New
Stifel Financial
10
Stifel Financial
Missouri
$27.6M +$156K +3,219 +0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24.6M -$10M -206,433 -29%
DWM
12
Darwin Wealth Management
Florida
$22.3M +$4.85M +100,030 +28%
PAG
13
Private Advisor Group
New Jersey
$21.6M +$345K +7,113 +2%
PNC
14
Park National Corp
Ohio
$20.9M +$1.37M +28,303 +7%
Jane Street
15
Jane Street
New York
$20.6M +$8.91M +183,671 +76%
Truist Financial
16
Truist Financial
North Carolina
$19.2M +$1.15M +23,632 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.2M +$1.21M +24,886 +7%
BFG
18
Beacon Financial Group
Texas
$18.6M -$152K -3,145 -0.8%
RWP
19
RWA Wealth Partners
Massachusetts
$17.3M +$107K +2,209 +0.6%
GIA
20
Gladstone Institutional Advisory
Florida
$17.2M +$86.3K +1,779 +0.5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$14.1M -$5.04M -103,927 -26%
CAG
22
Csenge Advisory Group
Florida
$14.1M +$158K +3,257 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.8M -$6.62M -136,454 -32%
BFG
24
Berger Financial Group
Minnesota
$13.5M +$460K +9,489 +4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$12.5M -$1.11M -22,829 -8%