Funds holding First Trust Exchange-Traded Fund IV
ISIN US33738D8048 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 4
- Of which ETFs
- 3 1 other fund
- Value held
- 61.2M $
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 (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 | |
|---|---|---|---|---|
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 2,892,371 | 55.5M $ | 34.86 % | as of Feb 28, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 239,907 | 4.5M $ | 4.99 % | as of Apr 30, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 43,760 | 828.8K $ | 4.42 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 18,161 | 344K $ | 2.12 % | 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 Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 34.86 % | as of Feb 28, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 4.99 % | as of Apr 30, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 4.42 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 2.12 % | 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 | 3,194,199 | +13.6 % |
| 2026Q1 | 4 | 0 | 2,810,708 | +10.8 % |
| 2025Q4 | 4 | 0 | 2,537,436 | +3.8 % |
| 2025Q3 | 4 | +1 | 2,444,569 | -0.6 % |
| 2025Q2 | 3 | 0 | 2,458,397 | -8.1 % |
| 2025Q1 | 3 | 0 | 2,675,023 | -13.0 % |
| 2024Q4 | 3 | 0 | 3,075,486 | +2.1 % |
| 2024Q3 | 3 | 0 | 3,013,384 | +37.3 % |
| 2024Q2 | 3 | -1 | 2,195,446 | -15.7 % |
| 2024Q1 | 4 | +1 | 2,603,342 | -8.7 % |
| 2023Q4 | 3 | 2,852,426 |
Institutional managers
157 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 12,356,464 | 234M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 8,626,539 | 163.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 3,650,356 | 69.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 3,272,845 | 62M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 2,103,560 | 39.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,043,299 | 38.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,965,336 | 37.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,727,806 | 32.7M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 1,272,430 | 24.1M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 1,028,932 | 19.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 936,217 | 17.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 869,667 | 16.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 777,553 | 14.7M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 604,643 | 11.5M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 554,003 | 10.5M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 487,941 | 9.2K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 440,123 | 8.3M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 354,923 | 6.7M $ | as of Mar 31, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | 340,507 | 6.4M $ | as of Mar 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | 319,234 | 6M $ | as of Mar 31, 2026 |
| MGO ONE SEVEN LLC | 296,438 | 5.6M $ | as of Mar 31, 2026 |
| TCP Asset Management, LLC | 288,274 | 5.5M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 277,945 | 5.3M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 259,145 | 4.9M $ | as of Mar 31, 2026 |
| &PARTNERS | 241,648 | 4.6M $ | 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 | 24.05 % | 18,989,168 | 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-US33738D8048