Funds holding First Trust Exchange-Traded Fund IV
3 funds declare a position · 3 ETFs and 0 other funds · 8.7M $ · US33738D6067
Other lines from the same issuer : 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)
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 294,745 | 6.3M $ | 6.96 % | as of Apr 30, 2026 · Original filing |
| First Trust Low Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 73,956 | 1.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 35,951 | 775.5K $ | 4.13 % | as of Mar 31, 2026 · Original filing |
Institutional managers
145 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| Comprehensive Wealth Management, LLC | 258,014 | 5.6M $ | as of Mar 31, 2026 |
| &PARTNERS | 215,411 | 4.6M $ | as of Mar 31, 2026 |