Funds holding First Trust Exchange-Traded Fund IV
ISIN US33738D8121 · United States · LEI 5493000JADQNW8BDP789
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 1.8M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 68,953 | 1.8M $ | 9.76 % | 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 Balanced Income ETF First Trust Exchange-Traded Fund VI | 9.76 % | 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 | 1 | 0 | 68,953 | +30.4 % |
| 2026Q1 | 1 | 0 | 52,862 | +75.3 % |
| 2025Q4 | 1 | 0 | 30,152 | +141.2 % |
| 2025Q3 | 1 | 12,501 |
Institutional managers
67 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Luken Investment Analytics, LLC | 810,557 | 21.5M $ | as of Mar 31, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | 559,518 | 14.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 460,884 | 12.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 408,277 | 10.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 406,234 | 10.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 313,888 | 8.3M $ | as of Mar 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | 207,309 | 5.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 204,276 | 5.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 183,776 | 4.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 157,588 | 4.2M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 99,088 | 2.6K $ | as of Mar 31, 2026 |
| Sequent Planning LLC | 90,157 | 2.4M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 76,874 | 2M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 72,691 | 1.9M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 69,437 | 1.8M $ | as of Mar 31, 2026 |
| Gladstone Institutional Advisory LLC | 67,099 | 1.8M $ | as of Mar 31, 2026 |
| Arax Advisory Partners | 57,586 | 1.5M $ | as of Mar 31, 2026 |
| Capital Investment Advisory Services, LLC | 38,812 | 1M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 35,963 | 955.2K $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 34,395 | 913.5K $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 31,879 | 846.7K $ | as of Mar 31, 2026 |
| RiverTree Advisors, LLC | 31,121 | 826.6K $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 30,226 | 802.8K $ | as of Mar 31, 2026 |
| Intrua Financial, LLC | 28,844 | 766.1K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,892 | 661.1K $ | 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 | 46.12 % | 6,917,284 | as of May 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-US33738D8121