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

209 hedge funds and large institutions have $1.05B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 94 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 75

1.73% more ownership

Funds ownership: 60.18%61.91% (+1.7%)

3% more capital invested

Capital invested by funds: $1.02B → $1.05B (+$26.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 216209 (-7)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
94
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$252M +$15.3M +363,855 +6%
LPL Financial
2
LPL Financial
California
$151M +$17.2M +409,320 +13%
First Trust Advisors
3
First Trust Advisors
Illinois
$117M +$2.7M +64,474 +2%
Wells Fargo
4
Wells Fargo
California
$74.2M +$2.5M +59,636 +3%
UBS Group
5
UBS Group
Switzerland
$43.7M -$7.1M -169,429 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.6M +$310K +7,395 +1%
P
7
&Partners
Tennessee
$17.4M +$1.33M +31,824 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.8M +$2.02M +48,285 +15%
Raymond James Financial
9
Raymond James Financial
Florida
$15.6M -$1.72M -40,997 -10%
KFP
10
KMG Fiduciary Partners
Ohio
$15.1M +$1.26M +30,153 +9%
Stifel Financial
11
Stifel Financial
Missouri
$14.3M +$4.19M +100,032 +42%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$13.7M +$8.25M +196,839 +152%
PNC
13
Park National Corp
Ohio
$12.2M +$110K +2,617 +0.9%
Bank of America
14
Bank of America
North Carolina
$12.1M -$29.1K -695 -0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$11.6M +$1.24M +29,511 +12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$10.6M +$1.24M +29,611 +13%
OPAM
17
Ocean Park Asset Management
California
$10.2M +$7.55M +180,200 +293%
MYIA
18
Mount Yale Investment Advisors
Colorado
$10M +$9.97M +237,801 New
CCFM
19
Clear Creek Financial Management
Washington
$8.71M +$838K +20,002 +11%
FSBI
20
Fearless Solutions (Best Invest)
Texas
$8.67M -$84.7K -2,021 -1%
OCM
21
One Capital Management
California
$8.15M -$279K -6,649 -3%
HIW
22
Holos Integrated Wealth
Pennsylvania
$7.82M +$226K +5,381 +3%
KWM
23
Kingsview Wealth Management
Oregon
$7.37M +$118K +2,814 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$6.93M +$121K +2,894 +2%
Citigroup
25
Citigroup
New York
$6.61M +$105K +2,500 +2%