Funds holding First Trust Exchange-Traded Fund IV
2 funds declare a position · 2 ETFs and 0 other funds · 9.9M $ · US33738D7966
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 438,029 | 9.1M $ | 9.98 % | as of Apr 30, 2026 · Original filing |
| 2 | First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 39,686 | 823.5K $ | 4.39 % | as of Mar 31, 2026 · Original filing |
Institutional managers
126 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 | 4,852,167 | 100.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,546,486 | 52.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,856,612 | 38.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,729,781 | 35.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,693,016 | 35.1M $ | as of Mar 31, 2026 |
| TCP Asset Management, LLC | 1,397,278 | 29M $ | as of Mar 31, 2026 |
| MANCHESTER FINANCIAL INC | 1,068,062 | 22.2M $ | as of Mar 31, 2026 |
| Per Stirling Capital Management, LLC. | 880,325 | 18.3M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 761,660 | 15.8M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 571,903 | 11.9M $ | as of Mar 31, 2026 |
| Rehmann Capital Advisory Group | 489,871 | 10.2M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 462,533 | 9.6M $ | as of Mar 31, 2026 |
| &PARTNERS | 411,271 | 8.5M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 389,839 | 8.1M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 366,373 | 7.6M $ | as of Mar 31, 2026 |
| Mach-1 Financial Group, LLC | 360,331 | 7.5M $ | as of Mar 31, 2026 |
| Owen LaRue, LLC | 290,546 | 6M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 238,285 | 4.9M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 237,188 | 4.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 205,029 | 4.3M $ | as of Mar 31, 2026 |
| Avior Wealth Management, LLC | 180,401 | 3.7M $ | as of Mar 31, 2026 |
| Sequent Planning LLC | 175,186 | 3.6M $ | as of Mar 31, 2026 |
| Gateway Wealth Partners, LLC | 167,614 | 3.5M $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 147,927 | 3.1M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 138,701 | 2.9M $ | as of Mar 31, 2026 |