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

231 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+20
Holders Change %
+9.48%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
75
Reduced
87
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$246M +$246M +5,948 New
Morgan Stanley
2
Morgan Stanley
New York
$211M -$8.86M -214,383 -4%
LPL Financial
3
LPL Financial
California
$120M -$11.5M -278,093 -9%
First Trust Advisors
4
First Trust Advisors
Illinois
$111M -$4.74M -114,652 -4%
Wells Fargo
5
Wells Fargo
California
$84.5M -$1.7M -41,209 -2%
UBS Group
6
UBS Group
Switzerland
$44.7M +$1.27M +30,849 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$33.7M +$4.28M +103,535 +15%
Bank of America
8
Bank of America
North Carolina
$31.5M +$14.1M +340,538 +81%
Raymond James Financial
9
Raymond James Financial
Florida
$15M +$15M +362,615 New
PAG
10
Private Advisor Group
New Jersey
$14.9M +$7.63M +184,622 +105%
Jane Street
11
Jane Street
New York
$14.4M +$14.1M +340,910 +4,797%
PNC
12
Park National Corp
Ohio
$13.6M -$311K -7,524 -2%
IAA
13
Independent Advisor Alliance
North Carolina
$13.4M +$13.4M +324,909 New
KFP
14
KMG Fiduciary Partners
Ohio
$13.1M +$459K +11,109 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.9M -$1.7M -41,211 -14%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$10.7M +$1.9M +45,939 +22%
OCM
17
One Capital Management
California
$9.66M -$3.03M -73,405 -24%
Osaic Holdings
18
Osaic Holdings
Arizona
$9.28M +$5.24M +126,795 +130%
HIW
19
Holos Integrated Wealth
Pennsylvania
$8.76M +$8.76M +211,842 New
CIA
20
Concurrent Investment Advisors
Florida
$8.62M +$21K +508 +0.2%
KWM
21
Kingsview Wealth Management
Oregon
$8.49M -$950K -22,988 -10%
CCFM
22
Clear Creek Financial Management
Washington
$8.09M +$311K +7,516 +4%
Stifel Financial
23
Stifel Financial
Missouri
$7.22M +$427K +10,333 +6%
P
24
&Partners
Tennessee
$7.08M +$6.2M +149,546 +704%
HAS
25
HBW Advisory Services
California
$6.91M +$59K +1,428 +0.9%