Funds holding First Trust Exchange-Traded Fund IV
ISIN US33738D7628 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 4
- Of which ETFs
- 3 1 other fund
- Value held
- 1.4M $
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 (US33738D6067), First Trust Exchange-Traded Fund IV (US33739Q4082), First Trust Exchange-Traded Fund IV (US33739Q7051)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Securitized Plus ETF First Trust Exchange-Traded Fund VIII | 20,000 | 412.8K $ | 0.47 % | as of Feb 28, 2026 ↗ |
| First Trust Low Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 20,000 | 406.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| First Trust Core Investment Grade ETF First Trust Exchange-Traded Fund IV | 20,000 | 406.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 7,790 | 158.1K $ | 0.98 % | 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 | 0.98 % | as of Mar 31, 2026 ↗ |
| First Trust Securitized Plus ETF First Trust Exchange-Traded Fund VIII | 0.47 % | as of Feb 28, 2026 ↗ |
| First Trust Core Investment Grade ETF First Trust Exchange-Traded Fund IV | 0.02 % | as of Apr 30, 2026 ↗ |
| First Trust Low Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 0.01 % | 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 | 4 | 0 | 67,790 | 0.0 % |
| 2026Q1 | 4 | 0 | 67,790 | -5.8 % |
| 2025Q4 | 4 | 0 | 72,000 | 0.0 % |
| 2025Q3 | 4 | +1 | 72,000 | +101.1 % |
| 2025Q2 | 3 | +2 | 35,808 | +378.7 % |
| 2025Q1 | 1 | 0 | 7,481 | 0.0 % |
| 2024Q4 | 1 | 0 | 7,481 | +139.4 % |
| 2024Q3 | 1 | 0 | 3,125 | +941.7 % |
| 2024Q2 | 1 | 300 |
Institutional managers
21 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| STAR Financial Bank | 551,112 | 11.2M $ | as of Mar 31, 2026 |
| Prospera Financial Services Inc | 287,744 | 5.8M $ | as of Mar 31, 2026 |
| Platform Technology Partners | 94,307 | 1.9M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 85,910 | 1.7M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 67,790 | 1.4M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 63,228 | 1.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 55,744 | 1.1M $ | as of Mar 31, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | 30,359 | 616.3K $ | as of Mar 31, 2026 |
| Belpointe Asset Management LLC | 28,007 | 568.6K $ | as of Mar 31, 2026 |
| FLOW TRADERS U.S. LLC | 23,056 | 468 $ | as of Mar 31, 2026 |
| Fearless Solutions, LLC dba Best Invest | 21,912 | 444.8K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 13,568 | 275.4K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,134 | 266.6K $ | as of Mar 31, 2026 |
| United Advisor Group, LLC | 9,876 | 200.5K $ | as of Mar 31, 2026 |
| Ashton Thomas Private Wealth, LLC | 9,818 | 199.3K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 5,020 | 101.9K $ | as of Mar 31, 2026 |
| Financial Network Wealth Advisors LLC | 3,426 | 69.6K $ | as of Mar 31, 2026 |
| Geneos Wealth Management Inc. | 3,000 | 60.9K $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 968 | 19.7K $ | as of Mar 31, 2026 |
| Rossby Financial, LCC | 49 | 995 $ | as of Mar 31, 2026 |
| UBS Group AG | 12 | 244 $ | 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 | 4.52 % | 67,790 | as of Mar 31, 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-US33738D7628