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

218 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-13
Holders Change %
-5.63%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
94
Reduced
73
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$231M +$22M +535,004 +10%
LPL Financial
2
LPL Financial
California
$145M +$25.7M +625,788 +22%
First Trust Advisors
3
First Trust Advisors
Illinois
$114M +$3.94M +95,914 +4%
Wells Fargo
4
Wells Fargo
California
$79.5M -$4.37M -106,588 -5%
UBS Group
5
UBS Group
Switzerland
$47M +$2.62M +63,892 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.3M -$6.21M -151,283 -19%
Raymond James Financial
7
Raymond James Financial
Florida
$20.5M +$5.59M +136,221 +38%
Bank of America
8
Bank of America
North Carolina
$16.4M -$14.8M -361,444 -47%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.4M +$2.63M +64,050 +24%
PNC
10
Park National Corp
Ohio
$13.4M -$167K -4,065 -1%
KFP
11
KMG Fiduciary Partners
Ohio
$13.3M +$306K +7,462 +2%
P
12
&Partners
Tennessee
$12.7M +$5.56M +133,329 +78%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.1M +$1.52M +36,990 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.1M +$862K +21,003 +9%
OCM
15
One Capital Management
California
$9.18M -$419K -10,202 -4%
CIA
16
Concurrent Investment Advisors
Florida
$8.91M +$353K +8,608 +4%
CCFM
17
Clear Creek Financial Management
Washington
$8.67M +$639K +15,564 +8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.43M +$4.73M +115,243 +128%
Stifel Financial
19
Stifel Financial
Missouri
$8.11M +$949K +23,124 +13%
GWM
20
Geneos Wealth Management
Colorado
$7.68M +$5.61M +136,634 +271%
HIW
21
Holos Integrated Wealth
Pennsylvania
$7.5M -$1.2M -29,154 -14%
KWM
22
Kingsview Wealth Management
Oregon
$7.37M -$1.06M -25,821 -13%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.84M +$60.9K +1,483 +0.9%
Citigroup
24
Citigroup
New York
$5.52M -$3.69K -90 -0.1%
NA
25
NewEdge Advisors
Louisiana
$5M -$355K -8,658 -7%