Funds holding First Trust Exchange-Traded Fund IV
ISIN US33738D3098 · United States
- Fund holders
- 5
- Of which ETFs
- 4 1 other fund
- Value held
- 20.5M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Bluemonte Diversified Income ETF EXCHANGE TRADED CONCEPTS TRUST | 221,994 | 10M $ | 9.82 % | as of Apr 30, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 101,307 | 4.6M $ | 5.01 % | as of Apr 30, 2026 ↗ |
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 86,392 | 3.8M $ | 2.42 % | as of Feb 28, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 41,492 | 1.9M $ | 11.48 % | as of Mar 31, 2026 ↗ |
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 5,569 | 249.5K $ | 0.91 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 11.48 % | as of Mar 31, 2026 ↗ |
| Bluemonte Diversified Income ETF EXCHANGE TRADED CONCEPTS TRUST | 9.82 % | as of Apr 30, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 5.01 % | as of Apr 30, 2026 ↗ |
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 2.42 % | as of Feb 28, 2026 ↗ |
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 0.91 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 5 | -4 | 456,754 | -38.9 % |
| 2026Q1 | 9 | -2 | 747,083 | -25.9 % |
| 2025Q4 | 11 | -1 | 1,008,442 | -0.9 % |
| 2025Q3 | 12 | +4 | 1,017,118 | +13.9 % |
| 2025Q2 | 8 | -1 | 893,107 | +41.8 % |
| 2025Q1 | 9 | +2 | 630,013 | +54.6 % |
| 2024Q4 | 7 | -3 | 407,564 | -41.5 % |
| 2024Q3 | 10 | +2 | 697,143 | +10.2 % |
| 2024Q2 | 8 | +2 | 632,899 | +27.9 % |
| 2024Q1 | 6 | -4 | 494,727 | -43.1 % |
| 2023Q4 | 10 | 869,027 |
Institutional managers
299 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 4,778,588 | 214.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 2,517,561 | 112.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,656,464 | 74.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,465,667 | 65.7M $ | as of Mar 31, 2026 |
| One Capital Management, LLC | 1,439,544 | 64.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,432,868 | 64.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,363,937 | 61.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,274,813 | 57.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 931,738 | 41.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 837,005 | 37.5M $ | as of Mar 31, 2026 |
| Flaharty Asset Management, LLC | 800,071 | 35.8M $ | as of Mar 31, 2026 |
| Virtue Capital Management, LLC | 760,329 | 33.9M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 667,003 | 29.9M $ | as of Mar 31, 2026 |
| Welch & Forbes LLC | 631,873 | 28.3M $ | as of Mar 31, 2026 |
| Hikari Tsushin, Inc. | 570,196 | 25.5M $ | as of Mar 31, 2026 |
| TL Private Wealth | 538,366 | 24.2M $ | as of Mar 31, 2026 |
| Cyndeo Wealth Partners, LLC | 447,814 | 20.1M $ | as of Mar 31, 2026 |
| Capital Investment Counsel, LLC | 443,345 | 19.9M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 436,318 | 19.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 372,310 | 16.7M $ | as of Mar 31, 2026 |
| Fairvoy Private Wealth, LLC | 336,512 | 15.1M $ | as of Mar 31, 2026 |
| HARBOR ADVISORY CORP /MA/ | 322,007 | 14.4M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 300,747 | 13.5M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 286,251 | 12.8M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 270,060 | 12.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding First Trust Exchange-Traded Fund IV". https://titelia.com/en/stocks/first-trust-exchange-traded-fund-iv-US33738D3098