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

209 hedge funds and large institutions have $884M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
76
Reduced
79
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$176M 4,329,072 +234,679 +6%
First Trust Advisors
2
First Trust Advisors
Illinois
$105M 2,574,689 +48,330 +2%
LPL Financial
3
LPL Financial
California
$102M 2,513,109 +131,309 +6%
Wells Fargo
4
Wells Fargo
California
$92.2M 2,268,803 +28,836 +1%
UBS Group
5
UBS Group
Switzerland
$36.5M 897,604 -219,741 -20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$28M 689,844 +12,170 +2%
Bank of America
7
Bank of America
North Carolina
$21.8M 535,361 -70,633 -12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.5M 431,816 +18,714 +5%
PNC
9
Park National Corp
Ohio
$14.5M 357,016 -21,217 -6%
OCM
10
One Capital Management
California
$14.3M 352,126 -260,145 -42%
KWM
11
Kingsview Wealth Management
Oregon
$13.7M 336,667 +10,698 +3%
KFP
12
KMG Fiduciary Partners
Ohio
$10.9M 269,475 +8,024 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.4M 256,586 +15,017 +6%
RJA
14
Raymond James & Associates
Florida
$8.9M 219,131 +5,234 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$8.17M 201,178 -13,755 -6%
CIA
16
Concurrent Investment Advisors
Florida
$8.12M 199,909 +77,632 +63%
Stifel Financial
17
Stifel Financial
Missouri
$7.73M 190,198 +9,884 +5%
PAG
18
Private Advisor Group
New Jersey
$7.36M 182,077 -66,044 -27%
CCFM
19
Clear Creek Financial Management
Washington
$7.35M 180,838 +13,688 +8%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.66M 163,952 +211 +0.1%
HAS
21
HBW Advisory Services
California
$6.39M 157,391 +33,101 +27%
VWA
22
Visionary Wealth Advisors
Illinois
$4.83M 118,905 +6,553 +6%
PFS
23
Prospera Financial Services
Texas
$4.75M 116,924 -18,500 -14%
Citigroup
24
Citigroup
New York
$4.61M 113,505 -2,952 -3%
SWP
25
Stratos Wealth Partners
Ohio
$4.48M 110,320 +6,491 +6%