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

219 hedge funds and large institutions have $963M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 221219 (-2)

2% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 83

6.85% less ownership

Funds ownership: 61.43%54.59% (-6.8%)

12% less capital invested

Capital invested by funds: $1.09B → $963M (-$126M)

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
81
Reduced
83
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$204M -$59.6M -1,442,676 -22%
LPL Financial
2
LPL Financial
California
$132M -$27.8M -673,774 -17%
First Trust Advisors
3
First Trust Advisors
Illinois
$110M -$4.09M -98,998 -4%
Wells Fargo
4
Wells Fargo
California
$64.8M -$6.58M -159,150 -9%
UBS Group
5
UBS Group
Switzerland
$39.7M -$4.51M -109,111 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$30.5M +$1.65M +39,905 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$20.8M +$1.23M +29,747 +6%
Jane Street
8
Jane Street
New York
$20.4M +$20.8M +503,982 New
P
9
&Partners
Tennessee
$19.2M +$2.05M +49,696 +12%
KFP
10
KMG Fiduciary Partners
Ohio
$16.8M +$546K +13,217 +3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$14.8M -$501K -12,120 -3%
Bank of America
12
Bank of America
North Carolina
$13.5M -$272K -6,584 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.9M -$4.59M -111,160 -26%
Stifel Financial
14
Stifel Financial
Missouri
$12M -$1.83M -44,241 -13%
PNC
15
Park National Corp
Ohio
$11.9M -$144K -3,488 -1%
MYIA
16
Mount Yale Investment Advisors
Colorado
$11.2M +$469K +11,347 +4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$9.62M +$2.58M +62,493 +36%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.46M +$186K +4,495 +2%
CCFM
19
Clear Creek Financial Management
Washington
$8.87M +$25.3K +613 +0.3%
IAA
20
Independent Advisor Alliance
North Carolina
$8.3M +$8.45M +204,561 New
OCM
21
One Capital Management
California
$7.1M -$744K -18,002 -9%
FSBI
22
Fearless Solutions (Best Invest)
Texas
$6.77M -$1.13M -27,374 -14%
NA
23
NewEdge Advisors
Louisiana
$6.55M +$806K +19,512 +14%
Citigroup
24
Citigroup
New York
$5.61M -$476K -11,508 -8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.97M +$59.2K +1,433 +1%