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

204 hedge funds and large institutions have $946M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-5
Holders Change %
-2.39%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
16
Increased
89
Reduced
70
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$169M -$143M -3,469,557 -46%
First Trust Advisors
2
First Trust Advisors
Illinois
$104M -$3.42M -82,984 -3%
LPL Financial
3
LPL Financial
California
$98.2M +$10.8M +261,655 +12%
Wells Fargo
4
Wells Fargo
California
$92.4M +$8.42M +204,264 +10%
UBS Group
5
UBS Group
Switzerland
$46.1M -$476K -11,546 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.9M +$736K +17,857 +3%
OCM
7
One Capital Management
California
$25.2M -$22.8M -552,884 -47%
Bank of America
8
Bank of America
North Carolina
$25M +$10.1M +244,065 +67%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17M +$1.18M +28,627 +7%
PNC
10
Park National Corp
Ohio
$15.6M -$906K -21,984 -5%
KWM
11
Kingsview Wealth Management
Oregon
$13.4M +$764K +18,531 +6%
KFP
12
KMG Fiduciary Partners
Ohio
$10.8M +$1.36M +33,048 +14%
CAG
13
Csenge Advisory Group
Florida
$10.7M -$5.07M -123,058 -32%
PAG
14
Private Advisor Group
New Jersey
$10.2M +$155K +3,769 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.96M -$264K -6,404 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.86M +$6.16M +149,331 +228%
RJA
17
Raymond James & Associates
Florida
$8.82M +$1.94K +47 +0%
AWA
18
Arkadios Wealth Advisors
Georgia
$8.5M -$194K -4,697 -2%
Stifel Financial
19
Stifel Financial
Missouri
$7.43M +$168K +4,063 +2%
Jane Street
20
Jane Street
New York
$7.11M -$11M -267,983 -61%
CCFM
21
Clear Creek Financial Management
Washington
$6.89M +$3.5M +84,864 +103%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.75M -$25.5K -619 -0.4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$6.47M +$315K +7,633 +5%
AA
24
Advisory Alpha
Michigan
$5.94M -$152K -3,677 -2%
PFS
25
Prospera Financial Services
Texas
$5.58M -$2.05M -49,682 -27%