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

203 hedge funds and large institutions have $1.04B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 30 closing their positions.

Holders
203
Holders Change
-17
Holders Change %
-7.73%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
84
Reduced
73
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$196M 4,931,096 -115,064 -2%
First Trust Advisors
2
First Trust Advisors
Illinois
$117M 2,931,783 -191,254 -6%
Wells Fargo
3
Wells Fargo
California
$99.2M 2,494,395 +167,532 +7%
LPL Financial
4
LPL Financial
California
$76.8M 1,930,658 +287,732 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47.8M 1,202,941 -57,330 -5%
OCM
6
One Capital Management
California
$43.7M 1,100,126 +111,723 +11%
UBS Group
7
UBS Group
Switzerland
$38.6M 970,100 -34,956 -3%
Jane Street
8
Jane Street
New York
$27.6M 693,389 +88,698 +15%
Bank of America
9
Bank of America
North Carolina
$22.8M 573,463 -266,748 -32%
CAG
10
Csenge Advisory Group
Florida
$19.8M 497,025 +67,408 +16%
PNC
11
Park National Corp
Ohio
$18.4M 463,910 +22,543 +5%
LIA
12
Luken Investment Analytics
Tennessee
$15.1M 380,107 +42,336 +13%
DWM
13
Darwin Wealth Management
Florida
$12.4M 310,550 -105,773 -25%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.8M 296,314 +19,834 +7%
BFG
15
Beacon Financial Group
Texas
$11.8M 296,329 +36,500 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.3M 285,396 +92,391 +48%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.58M 240,870 +26,324 +12%
SI
18
Stephens Inc
Arkansas
$9.52M 239,547 +169,378 +241%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.91M 224,099 -3,290 -1%
Stifel Financial
20
Stifel Financial
Missouri
$8.61M 216,556 +48,472 +29%
OMC
21
Old Mission Capital
Illinois
$8.18M 205,780 +6,173 +3%
KFP
22
KMG Fiduciary Partners
Ohio
$7.65M 192,430 +61,098 +47%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.62M 191,526 +32,302 +20%
AWA
24
Arkadios Wealth Advisors
Georgia
$7.49M 188,484 +5,111 +3%
RJA
25
Raymond James & Associates
Florida
$7.22M 181,625 -731 -0.4%