Funds holding First Trust Exchange-Traded Fund IV
ISIN US33738D8204 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 1.4M $
A single tracked fund declares this security. So these figures do not say who holds it.
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 (US33738D7883), First Trust Exchange-Traded Fund IV (US33738D7966), First Trust Exchange-Traded Fund IV (US33738D6067), First Trust Exchange-Traded Fund IV (US33738D7701), First Trust Exchange-Traded Fund IV (US33738D8386), First Trust Exchange-Traded Fund IV (US33739Q4082), First Trust Exchange-Traded Fund IV (US33738D8121)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 62,316 | 1.4M $ | 6.96 % | as of Jun 30, 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 | 6.96 % | as of Jun 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 |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 62,316 | +5.6 % |
| 2026Q2 | 1 | 0 | 59,036 | +29.2 % |
| 2026Q1 | 1 | 0 | 45,709 | +75.3 % |
| 2025Q4 | 1 | 0 | 26,072 | +177.6 % |
| 2025Q3 | 1 | 9,393 |
Institutional managers
105 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 1,266,325 | 27.5M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 1,208,843 | 26.2M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,118,015 | 24.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,062,862 | 23.1M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 889,283 | 19.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 701,260 | 15.2M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 660,624 | 14.3M $ | as of Mar 31, 2026 |
| Wealthspire Retirement, LLC | 645,000 | 11.4M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 593,903 | 12.9M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 522,516 | 11.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 395,318 | 8.6M $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 388,329 | 8.4M $ | as of Mar 31, 2026 |
| Z3 Capital Partners, LLC | 343,803 | 7.5M $ | as of Mar 31, 2026 |
| Indivisible Partners | 318,807 | 6.9M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 288,592 | 6.3M $ | as of Mar 31, 2026 |
| Snowden Capital Advisors LLC | 253,090 | 5.5M $ | as of Mar 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 244,017 | 5.3M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 213,703 | 4.6M $ | as of Mar 31, 2026 |
| G&S Capital LLC | 179,779 | 3.9M $ | as of Mar 31, 2026 |
| RiverTree Advisors, LLC | 178,486 | 3.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 176,505 | 3.8M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 161,425 | 3.5K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 152,918 | 3.3M $ | as of Mar 31, 2026 |
| Advisory Advocates, LLC | 150,316 | 3.3M $ | as of Mar 31, 2026 |
| INTEGRITY ALLIANCE, LLC. | 126,684 | 2.7M $ | 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 | 44.63 % | 17,295,935 | as of Jun 30, 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-US33738D8204