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

221 hedge funds and large institutions have $1.09B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

55% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 67

6% more funds holding

Funds holding: 209221 (+12)

4% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$43.9M)

0.48% less ownership

Funds ownership: 61.91%61.43% (-0.48%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
104
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$271M +$20.4M +488,701 +8%
LPL Financial
2
LPL Financial
California
$165M +$14M +335,843 +9%
First Trust Advisors
3
First Trust Advisors
Illinois
$117M +$447K +10,695 +0.4%
Wells Fargo
4
Wells Fargo
California
$73.5M -$409K -9,778 -0.6%
UBS Group
5
UBS Group
Switzerland
$45.6M +$2.06M +49,286 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$29.8M +$2.29M +54,832 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$20.2M +$4.66M +111,429 +30%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.9M +$2.18M +52,064 +14%
P
9
&Partners
Tennessee
$17.8M +$502K +12,003 +3%
KFP
10
KMG Fiduciary Partners
Ohio
$16.7M +$1.68M +40,127 +11%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$15.8M +$2.13M +50,951 +16%
Stifel Financial
12
Stifel Financial
Missouri
$14.3M +$59.1K +1,414 +0.4%
Bank of America
13
Bank of America
North Carolina
$14.2M +$2.15M +51,345 +18%
PNC
14
Park National Corp
Ohio
$12.4M +$252K +6,015 +2%
MYIA
15
Mount Yale Investment Advisors
Colorado
$11.1M +$1.1M +26,183 +11%
Osaic Holdings
16
Osaic Holdings
Arizona
$10.2M -$1.33M -31,796 -12%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$9.57M -$944K -22,559 -9%
CCFM
18
Clear Creek Financial Management
Washington
$9.12M +$449K +10,726 +5%
FSBI
19
Fearless Solutions (Best Invest)
Texas
$8.13M -$500K -11,942 -6%
OCM
20
One Capital Management
California
$8.07M -$34.3K -821 -0.4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$7.31M +$414K +9,905 +6%
Citigroup
22
Citigroup
New York
$6.27M -$315K -7,535 -5%
NA
23
NewEdge Advisors
Louisiana
$5.94M -$193K -4,608 -3%
BCP
24
Blackhawk Capital Partners
Wisconsin
$5.81M +$831K +19,865 +17%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.07M +$84.1K +2,010 +2%