Funds holding First Trust Exchange-Traded Fund IV
ISIN US33739Q2003 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 5
- Of which ETFs
- 4 1 other fund
- Value held
- 90.9M $
This issuer has other securities : First Trust Exchange-Traded Fund IV (US33738D4088), First Trust Exchange-Traded Fund IV (US33738D8048), 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 | 1,205,167 | 60.8M $ | 38.20 % | as of Feb 28, 2026 ↗ |
| GuidePath Absolute Return Allocation Fund GPS Funds II | 317,430 | 15.8M $ | 5.14 % | as of Mar 31, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 182,383 | 9.1M $ | 9.98 % | as of Apr 30, 2026 ↗ |
| First Trust Multi-Strategy Alternative ETF First Trust Exchange-Traded Fund VIII | 88,399 | 4.5M $ | 9.92 % | as of Feb 28, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 15,686 | 781.3K $ | 4.16 % | 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 | 38.20 % | as of Feb 28, 2026 ↗ |
| First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 9.98 % | as of Apr 30, 2026 ↗ |
| First Trust Multi-Strategy Alternative ETF First Trust Exchange-Traded Fund VIII | 9.92 % | as of Feb 28, 2026 ↗ |
| GuidePath Absolute Return Allocation Fund GPS Funds II | 5.14 % | as of Mar 31, 2026 ↗ |
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 4.16 % | 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 | 5 | 0 | 1,809,065 | +12.7 % |
| 2026Q1 | 5 | +1 | 1,605,006 | +43.3 % |
| 2025Q4 | 4 | 0 | 1,120,379 | +5.5 % |
| 2025Q3 | 4 | +2 | 1,062,237 | +8.6 % |
| 2025Q2 | 2 | 0 | 977,781 | -9.2 % |
| 2025Q1 | 2 | 0 | 1,077,001 | -13.1 % |
| 2024Q4 | 2 | 0 | 1,238,666 | -9.2 % |
| 2024Q3 | 2 | 0 | 1,364,233 | +37.4 % |
| 2024Q2 | 2 | 0 | 992,795 | -11.8 % |
| 2024Q1 | 2 | 0 | 1,125,407 | -9.3 % |
| 2023Q4 | 2 | 1,240,389 |
Institutional managers
440 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 15,352,826 | 764.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 12,336,806 | 614.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 5,782,914 | 288M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,736,195 | 235.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 4,106,569 | 204.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 3,242,866 | 161.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 2,551,727 | 127.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,001,550 | 99.7M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,870,625 | 93.2M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,520,880 | 75.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,459,799 | 72.7M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 1,424,840 | 71M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,222,253 | 60.9M $ | as of Mar 31, 2026 |
| Berger Financial Group, Inc | 1,127,689 | 56.2M $ | as of Mar 31, 2026 |
| Clearwater Capital Advisors, LLC | 909,130 | 45.3M $ | as of Mar 31, 2026 |
| Harvest Investment Services, LLC | 895,651 | 44.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 882,346 | 43.9M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 833,477 | 41.5M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 740,868 | 36.9K $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 730,620 | 36.4M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 706,891 | 35.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 692,483 | 34.5M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 657,287 | 32.7M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 643,464 | 31.9M $ | as of Mar 31, 2026 |
| Aaron Wealth Advisors LLC | 610,228 | 30.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding First Trust Exchange-Traded Fund IV". https://titelia.com/en/stocks/first-trust-exchange-traded-fund-iv-US33739Q2003