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

210 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
21
Increased
79
Reduced
82
Closed
13
Calls
Puts
$1.19M
Net Calls
-$1.19M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$185M -$10.2M -256,518 -5%
First Trust Advisors
2
First Trust Advisors
Illinois
$105M -$11.3M -284,521 -10%
Wells Fargo
3
Wells Fargo
California
$97.8M -$1.01M -25,414 -1%
LPL Financial
4
LPL Financial
California
$78.9M +$2.39M +60,274 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.2M +$1.58M +39,797 +3%
OCM
6
One Capital Management
California
$48.4M +$4.84M +122,166 +11%
UBS Group
7
UBS Group
Switzerland
$39.7M +$1.26M +31,873 +3%
CAG
8
Csenge Advisory Group
Florida
$23.7M +$3.97M +100,258 +20%
Jane Street
9
Jane Street
New York
$21.9M -$5.61M -141,547 -20%
Bank of America
10
Bank of America
North Carolina
$21.5M -$1.22M -30,691 -5%
PNC
11
Park National Corp
Ohio
$17.4M -$969K -24,443 -5%
LIA
12
Luken Investment Analytics
Tennessee
$15.6M +$494K +12,469 +3%
DWM
13
Darwin Wealth Management
Florida
$12.1M -$192K -4,870 -2%
BFG
14
Beacon Financial Group
Texas
$11.8M +$177K +4,492 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$11.1M -$228K -5,763 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.4M +$860K +21,712 +9%
KFP
17
KMG Fiduciary Partners
Ohio
$8.52M +$895K +22,588 +12%
RJA
18
Raymond James & Associates
Florida
$8.19M +$990K +24,982 +14%
AWA
19
Arkadios Wealth Advisors
Georgia
$8.03M +$559K +14,114 +7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.24M -$348K -8,775 -5%
Stifel Financial
21
Stifel Financial
Missouri
$7.1M -$1.48M -37,307 -17%
PAG
22
Private Advisor Group
New Jersey
$6.84M -$339K -8,552 -5%
SPC
23
Sigma Planning Corp
Michigan
$6.79M +$579K +14,606 +9%
AA
24
Advisory Alpha
Michigan
$5.97M +$5.44M +137,311 +1,024%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.95M -$6.72M -169,492 -53%