Funds holding First Trust Exchange-Traded Fund IV
ISIN US33738D4088 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 4
- Of which ETFs
- 2 2 other funds
- Value held
- 112.7M $
This issuer has other securities: First Trust Exchange-Traded Fund IV (US33739Q2003), First Trust Exchange-Traded Fund IV (US33738D8048), First Trust Exchange-Traded Fund IV (US33738D7883), First Trust Exchange-Traded Fund IV (US33738D7966), First Trust Exchange-Traded Fund IV (US33738D6067), First Trust Exchange-Traded Fund IV (US33738D7701), First Trust Exchange-Traded Fund IV (US33738D8386), First Trust Exchange-Traded Fund IV (US33739Q4082), First Trust Exchange-Traded Fund IV (US33738D8121), First Trust Exchange-Traded Fund IV (US33738D8790)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 2,012,339 | 81.8M $ | 19.65 % | as of Jun 30, 2026 ↗ |
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 476,887 | 19.5M $ | 12.03 % | as of May 31, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 245,233 | 9.9M $ | 10.08 % | as of Jul 31, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 36,900 | 1.5M $ | 8.70 % | as of Jun 30, 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 | |
|---|---|---|
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 19.65 % | as of Jun 30, 2026 ↗ |
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 12.03 % | as of May 31, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 10.08 % | as of Jul 31, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 8.70 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 4 | 0 | 2,771,359 | -2.4 % |
| 2026Q2 | 4 | 0 | 2,839,491 | +1.9 % |
| 2026Q1 | 4 | -1 | 2,787,740 | -5.7 % |
| 2025Q4 | 5 | 0 | 2,955,852 | -0.6 % |
| 2025Q3 | 5 | 0 | 2,973,412 | +7.2 % |
| 2025Q2 | 5 | 0 | 2,774,978 | -3.7 % |
| 2025Q1 | 5 | +1 | 2,882,543 | +5.8 % |
| 2024Q4 | 4 | 0 | 2,723,694 | +5.1 % |
| 2024Q3 | 4 | -1 | 2,590,963 | -2.3 % |
| 2024Q2 | 5 | 0 | 2,651,296 | -3.8 % |
| 2024Q1 | 5 | 0 | 2,754,815 | +0.0 % |
| 2023Q4 | 5 | 2,754,748 |
Institutional managers
219 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 5,033,375 | 204.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 3,264,130 | 132.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 2,700,445 | 109.6M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,596,114 | 64.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 979,128 | 39.7M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 751,041 | 30.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 511,667 | 20.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 503,982 | 20.4M $ | as of Mar 31, 2026 |
| &PARTNERS | 474,310 | 19.2M $ | as of Mar 31, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | 413,297 | 16.8M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 364,748 | 14.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 333,697 | 13.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 317,141 | 12.9M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 296,318 | 12M $ | as of Mar 31, 2026 |
| PARK NATIONAL CORP /OH/ | 292,954 | 11.9M $ | as of Mar 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 275,331 | 11.2M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 237,111 | 9.6K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 233,205 | 9.5M $ | as of Mar 31, 2026 |
| Clear Creek Financial Management, LLC | 218,522 | 8.9M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 204,561 | 8.3M $ | as of Mar 31, 2026 |
| One Capital Management, LLC | 174,899 | 7.1M $ | as of Mar 31, 2026 |
| Fearless Solutions, LLC dba Best Invest | 166,892 | 6.8M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 138,208 | 5.6M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 122,632 | 5K $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 112,171 | 4.6M $ | as of Mar 31, 2026 |
Declared shareholders of First Trust Exchange-Traded Fund IV
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| First Trust Portfolios L.P. and 2 others | 31.13 % | 12,576,973 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding First Trust Exchange-Traded Fund IV". https://titelia.com/en/stocks/first-trust-exchange-traded-fund-iv-US33738D4088