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
- 115.6M $
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 (US33738D6067), First Trust Exchange-Traded Fund IV (US33739Q4082), First Trust Exchange-Traded Fund IV (US33738D7628), First Trust Exchange-Traded Fund IV (US33739Q7051)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 1,971,377 | 80M $ | 20.27 % | as of Mar 31, 2026 ↗ |
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 606,268 | 24.9M $ | 15.65 % | as of Feb 28, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 223,931 | 9.2M $ | 10.06 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 37,915 | 1.5M $ | 9.50 % | 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 | |
|---|---|---|
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 20.27 % | as of Mar 31, 2026 ↗ |
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 15.65 % | as of Feb 28, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 10.06 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 9.50 % | 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 | 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 |
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