Funds holding First Trust Exchange-Traded Fund IV
ISIN US33738D6067 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 3
- Of which ETFs
- 3 0 other funds
- Value held
- 8.7M $
This issuer has other securities : First Trust Exchange-Traded Fund IV (US33738D4088), First Trust Exchange-Traded Fund IV (US33739Q2003), First Trust Exchange-Traded Fund IV (US33738D8048), 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 | |
|---|---|---|---|---|
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 294,745 | 6.3M $ | 6.96 % | as of Apr 30, 2026 ↗ |
| First Trust Low Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 73,956 | 1.6M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 35,951 | 775.5K $ | 4.13 % | 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 High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 6.96 % | as of Apr 30, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 4.13 % | as of Mar 31, 2026 ↗ |
| First Trust Low Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 0.03 % | as of Apr 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 |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 404,652 | +35.6 % |
| 2026Q1 | 3 | 0 | 298,339 | +33.0 % |
| 2025Q4 | 3 | 0 | 224,267 | +12.4 % |
| 2025Q3 | 3 | 0 | 199,504 | -19.0 % |
| 2025Q2 | 3 | 0 | 246,390 | -2.4 % |
| 2025Q1 | 3 | 0 | 252,493 | +4.4 % |
| 2024Q4 | 3 | 0 | 241,912 | +1.8 % |
| 2024Q3 | 3 | +1 | 237,549 | +24.9 % |
| 2024Q2 | 2 | +1 | 190,140 | +157.1 % |
| 2024Q1 | 1 | 0 | 73,956 | 0.0 % |
| 2023Q4 | 1 | 73,956 |
Institutional managers
145 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 4,265,669 | 92M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,020,458 | 43.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,692,263 | 36.5M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 1,135,800 | 24.5M $ | as of Mar 31, 2026 |
| GDS Wealth Management | 1,086,109 | 23.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,015,230 | 21.9M $ | as of Mar 31, 2026 |
| Stratos Investment Management, LLC | 936,203 | 20.2M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 870,712 | 18.8M $ | as of Mar 31, 2026 |
| Walkner Condon Financial Advisors LLC | 840,755 | 18.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 812,608 | 17.5M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 807,356 | 17.4K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 767,082 | 16.5M $ | as of Mar 31, 2026 |
| Marshall Financial Group, LLC | 696,277 | 15M $ | as of Mar 31, 2026 |
| Tidemark, LLC | 600,468 | 13M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 536,274 | 11.6M $ | as of Mar 31, 2026 |
| Financial Enhancement Group LLC | 498,485 | 10.9M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 493,086 | 10.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 479,638 | 10.3M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 394,526 | 8.5M $ | as of Mar 31, 2026 |
| Centennial Wealth Advisory LLC | 394,494 | 8.5M $ | as of Mar 31, 2026 |
| Anderson Financial Strategies, LLC | 339,240 | 7.3M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 296,664 | 6.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 276,859 | 6M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 272,486 | 5.9M $ | as of Mar 31, 2026 |
| TSFG, LLC | 264,435 | 5.7K $ | 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-US33738D6067