Funds holding First Trust Exchange-Traded Fund IV
ISIN US33738D8386 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 4
- Of which ETFs
- 3 1 other fund
- Value held
- 5M $
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 (US33739Q4082), First Trust Exchange-Traded Fund IV (US33738D8121), First Trust Exchange-Traded Fund IV (US33738D8790)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Low Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 90,000 | 1.8M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| First Trust Long Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 90,000 | 1.8M $ | 0.29 % | as of Jul 31, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 40,454 | 816.7K $ | 3.95 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 31,000 | 625.9K $ | 3.63 % | 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 | 3.95 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 3.63 % | as of Jun 30, 2026 ↗ |
| First Trust Long Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 0.29 % | as of Jul 31, 2026 ↗ |
| First Trust Low Duration Opportunities ETF First Trust Exchange-Traded Fund IV | 0.03 % | as of Jul 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 |
|---|---|---|---|---|
| 2026Q3 | 4 | 0 | 251,454 | +0.9 % |
| 2026Q2 | 4 | 0 | 249,325 | +38.1 % |
| 2026Q1 | 4 | 0 | 180,482 | -8.3 % |
| 2025Q4 | 4 | 0 | 196,816 | +5.7 % |
| 2025Q3 | 4 | +1 | 186,285 | +80.1 % |
| 2025Q2 | 3 | 0 | 103,441 | +16.8 % |
| 2025Q1 | 3 | 0 | 88,562 | 0.0 % |
| 2024Q4 | 3 | 0 | 88,562 | +1.1 % |
| 2024Q3 | 3 | 0 | 87,562 | +33.6 % |
| 2024Q2 | 3 | 0 | 65,546 | +14.1 % |
| 2024Q1 | 3 | 0 | 57,435 | +48.5 % |
| 2023Q4 | 3 | 38,675 |
Institutional managers
32 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 758,136 | 15.4M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 757,071 | 15.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 660,423 | 13.4M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 416,307 | 8.4M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 411,346 | 8.3M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 369,248 | 7.5M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 249,647 | 5.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 206,115 | 4.2M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 202,402 | 4.1M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 167,459 | 3.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 111,220 | 2.3M $ | as of Mar 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | 106,302 | 2.2M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 100,429 | 2M $ | as of Mar 31, 2026 |
| Ashton Thomas Private Wealth, LLC | 79,852 | 1.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 76,137 | 1.5M $ | as of Mar 31, 2026 |
| Narwhal Capital Management | 58,576 | 1.2M $ | as of Mar 31, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | 54,622 | 1.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 48,892 | 991.4K $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 43,860 | 104.5K $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 33,660 | 683 $ | as of Mar 31, 2026 |
| Kovack Advisors, Inc. | 24,450 | 495.4K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 23,977 | 486.2K $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 20,301 | 412 $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 18,410 | 373.3K $ | as of Mar 31, 2026 |
| Harvest Investment Services, LLC | 17,017 | 345.1K $ | 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 | |
|---|---|---|---|
| TRUIST FINANCIAL CORP | 20.20 % | 1,048,539 | 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-US33738D8386