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

221 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
28
Increased
86
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$329M 7,198,643 -942,427 -12%
First Trust Advisors
2
First Trust Advisors
Illinois
$147M 3,204,640 +988,586 +45%
Wells Fargo
3
Wells Fargo
California
$137M 2,990,438 -187,306 -6%
LPL Financial
4
LPL Financial
California
$74.4M 1,626,114 -256,675 -14%
UBS Group
5
UBS Group
Switzerland
$68.2M 1,489,307 +9,533 +0.6%
Bank of America
6
Bank of America
North Carolina
$43.1M 942,673 -379,105 -29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$42.4M 927,650 +74,817 +9%
OCM
8
One Capital Management
California
$39.2M 857,079 +65,327 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$33.3M 728,509 +161,979 +29%
PNC
10
Park National Corp
Ohio
$22.3M 487,088 +3,990 +0.8%
DWM
11
Darwin Wealth Management
Florida
$20.4M 446,024 -13,312 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.9M 434,592 +117,198 +37%
MF
13
Manchester Financial
California
$19.8M 433,333 +68,325 +19%
Stifel Financial
14
Stifel Financial
Missouri
$18.9M 412,152 -14,102 -3%
BFG
15
Beacon Financial Group
Texas
$17.9M 391,375 +11,011 +3%
Truist Financial
16
Truist Financial
North Carolina
$15.6M 340,680 -167,701 -33%
Citadel Advisors
17
Citadel Advisors
Florida
$15.5M 339,270 +12,247 +4%
PAG
18
Private Advisor Group
New Jersey
$14.7M 320,377 -70,443 -18%
CAG
19
Csenge Advisory Group
Florida
$14M 305,038 +14,995 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$13M 320,735 -11,979 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$11.9M 261,000 -10,129 -4%
RA
22
RiverTree Advisors
Florida
$10.9M 239,034 +34,548 +17%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$9.65M 210,858 +14,992 +8%
AWM
24
AE Wealth Management
Kansas
$9.54M 208,431 +18,593 +10%
RJA
25
Raymond James & Associates
Florida
$8.12M 177,463 +9,750 +6%