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

209 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
66
Reduced
92
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$314M +$141M +3,400,658 +82%
First Trust Advisors
2
First Trust Advisors
Illinois
$108M -$278K -6,690 -0.3%
LPL Financial
3
LPL Financial
California
$88.1M +$640K +15,407 +0.7%
Wells Fargo
4
Wells Fargo
California
$84.6M -$5.32M -128,061 -6%
OCM
5
One Capital Management
California
$48.4M -$7.9M -189,993 -14%
UBS Group
6
UBS Group
Switzerland
$46.9M +$3.94M +94,725 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.4M +$3.93M +94,527 +17%
Jane Street
8
Jane Street
New York
$18.3M +$14.8M +356,946 +428%
PNC
9
Park National Corp
Ohio
$16.6M -$1.55M -37,288 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$16M +$842K +20,260 +6%
CAG
11
Csenge Advisory Group
Florida
$15.9M -$1.9M -45,612 -11%
Bank of America
12
Bank of America
North Carolina
$15M -$2.72M -65,471 -15%
KWM
13
Kingsview Wealth Management
Oregon
$12.8M +$3.33M +80,097 +35%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.3M +$2.01M +48,345 +24%
PAG
15
Private Advisor Group
New Jersey
$10.2M +$2.72M +65,446 +37%
KFP
16
KMG Fiduciary Partners
Ohio
$9.49M +$180K +4,325 +2%
RJA
17
Raymond James & Associates
Florida
$8.89M +$365K +8,776 +4%
AWA
18
Arkadios Wealth Advisors
Georgia
$8.77M -$52.9K -1,273 -0.6%
PFS
19
Prospera Financial Services
Texas
$7.69M +$4.68M +112,493 +155%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.36M -$1.73M -41,525 -19%
Stifel Financial
21
Stifel Financial
Missouri
$7.33M +$194K +4,657 +3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.83M -$297K -7,138 -4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$6.21M -$1.31M -31,457 -17%
AA
24
Advisory Alpha
Michigan
$6.14M +$46.1K +1,110 +0.8%
OPAM
25
Ocean Park Asset Management
California
$5.25M +$95.6K +2,300 +2%