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

215 hedge funds and large institutions have $1.61B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+20
Holders Change %
+10.26%
% of All Funds
3.32%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
36
Increased
79
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$390M -$21.9M -458,587 -5%
Wells Fargo
2
Wells Fargo
California
$152M +$4.23M +88,369 +3%
First Trust Advisors
3
First Trust Advisors
Illinois
$106M -$229K -4,788 -0.2%
LPL Financial
4
LPL Financial
California
$90.1M +$624K +13,041 +0.7%
UBS Group
5
UBS Group
Switzerland
$70.8M +$8.99M +187,918 +15%
Bank of America
6
Bank of America
North Carolina
$63.2M -$417K -8,719 -0.7%
Jane Street
7
Jane Street
New York
$50.3M +$47.2M +986,700 +1,530%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$40.8M -$3.33M -69,561 -8%
OCM
9
One Capital Management
California
$37.9M -$2.33M -48,692 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$27.1M +$2.94M +61,412 +12%
Truist Financial
11
Truist Financial
North Carolina
$24.3M +$5.2M +108,661 +27%
PNC
12
Park National Corp
Ohio
$23.1M +$961K +20,079 +4%
DWM
13
Darwin Wealth Management
Florida
$21.8M +$28.7K +605 +0.1%
Stifel Financial
14
Stifel Financial
Missouri
$20.4M -$5M -104,527 -20%
PAG
15
Private Advisor Group
New Jersey
$18.7M +$170K +3,551 +0.9%
BFG
16
Beacon Financial Group
Texas
$18.2M -$272K -5,684 -1%
MF
17
Manchester Financial
California
$17.5M +$2.47M +51,524 +16%
RWP
18
RWA Wealth Partners
Massachusetts
$16.9M -$458K -9,582 -3%
GIA
19
Gladstone Institutional Advisory
Florida
$16.6M -$848K -17,726 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$15.9M -$1.16M -24,146 -7%
Citadel Advisors
21
Citadel Advisors
Florida
$15.6M +$3.34M +69,738 +27%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$15.2M +$1.98M +41,411 +15%
BFG
23
Berger Financial Group
Minnesota
$14.4M +$828K +17,298 +6%
CAG
24
Csenge Advisory Group
Florida
$14.1M -$390K -8,030 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$13M +$662K +13,835 +5%