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

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.55%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$196M 5,046,160 -847,348 -14%
First Trust Advisors
2
First Trust Advisors
Illinois
$122M 3,123,037 -147,086 -4%
Wells Fargo
3
Wells Fargo
California
$90.6M 2,326,863 +98,544 +4%
LPL Financial
4
LPL Financial
California
$64M 1,642,926 -63,060 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.1M 1,260,271 +28,862 +2%
UBS Group
6
UBS Group
Switzerland
$39.1M 1,005,056 +34,894 +4%
OCM
7
One Capital Management
California
$38.5M 988,403 +82,634 +9%
Bank of America
8
Bank of America
North Carolina
$32.7M 840,211 -85,334 -9%
Jane Street
9
Jane Street
New York
$23.5M 604,691 +596,078 +6,921%
PNC
10
Park National Corp
Ohio
$17.2M 441,367 -31,884 -7%
DWM
11
Darwin Wealth Management
Florida
$16.9M 416,323 -20,446 -5%
CAG
12
Csenge Advisory Group
Florida
$16.7M 429,617 +144,764 +51%
LIA
13
Luken Investment Analytics
Tennessee
$13.2M 337,771 +337,771 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$10.8M 276,480 -66,727 -19%
BFG
15
Beacon Financial Group
Texas
$10.1M 259,829 -119,937 -32%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.2M 236,263 -2,376 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.86M 227,389 -79,140 -26%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.35M 214,546 -72,769 -25%
OMC
19
Old Mission Capital
Illinois
$7.77M 199,607 -158,607 -44%
MWAM
20
Manhattan West Asset Management
California
$7.64M 196,247 +38,419 +24%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.52M 193,005 -129,468 -40%
AWA
22
Arkadios Wealth Advisors
Georgia
$7.14M 183,373 -7,299 -4%
RJA
23
Raymond James & Associates
Florida
$7.1M 182,356 -13,192 -7%
Stifel Financial
24
Stifel Financial
Missouri
$6.55M 168,084 -167,717 -50%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.2M 159,224 -112,697 -41%