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

202 hedge funds and large institutions have $1.06B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
22
Increased
79
Reduced
77
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$226M -$22M -575,167 -9%
First Trust Advisors
2
First Trust Advisors
Illinois
$125M -$11.5M -298,966 -8%
Wells Fargo
3
Wells Fargo
California
$85.4M -$9.44M -246,349 -10%
LPL Financial
4
LPL Financial
California
$65.4M +$2.3M +59,988 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47.2M +$4.53M +118,256 +11%
UBS Group
6
UBS Group
Switzerland
$37.2M -$6.9M -180,187 -16%
Bank of America
7
Bank of America
North Carolina
$35.5M -$1.74M -45,412 -5%
OCM
8
One Capital Management
California
$34.7M +$4.64M +121,186 +15%
PNC
9
Park National Corp
Ohio
$18.1M -$1.13M -29,365 -6%
DWM
10
Darwin Wealth Management
Florida
$17M -$1.33M -34,156 -7%
BFG
11
Beacon Financial Group
Texas
$14.5M -$188K -4,911 -1%
OMC
12
Old Mission Capital
Illinois
$13.7M +$13.7M +358,214 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13.2M -$1.2M -31,322 -8%
Stifel Financial
14
Stifel Financial
Missouri
$12.9M -$2.4M -62,588 -16%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.4M +$527K +13,747 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$11.7M +$2.38M +62,027 +25%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11M -$15M -390,308 -58%
CAG
18
Csenge Advisory Group
Florida
$10.9M -$2.57M -67,011 -19%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$10.4M -$368K -9,591 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.14M +$4.11M +107,373 +82%
PAG
21
Private Advisor Group
New Jersey
$7.73M +$600K +15,665 +8%
RJA
22
Raymond James & Associates
Florida
$7.49M -$1.36M -35,560 -15%
AWA
23
Arkadios Wealth Advisors
Georgia
$7.31M +$553K +14,440 +8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$6.88M +$2.9M +75,782 +73%
Truist Financial
25
Truist Financial
North Carolina
$6.85M -$3.08M -80,504 -31%