Funds holding First Trust Exchange-Traded Fund IV
ISIN US33739Q4082 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 2
- Of which ETFs
- 1 1 other fund
- Value held
- 5.1M $
2 tracked funds declare 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 (US33738D6067), 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 | 79,372 | 4.8M $ | 2.99 % | as of Feb 28, 2026 ↗ |
| Tactical Growth Allocation Fund Tactical Investment Series Trust | 5,663 | 338.5K $ | 0.93 % | 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 | 2.99 % | as of Feb 28, 2026 ↗ |
| Tactical Growth Allocation Fund Tactical Investment Series Trust | 0.93 % | 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 | 2 | -1 | 85,035 | -57.5 % |
| 2026Q1 | 3 | 0 | 200,081 | -81.8 % |
| 2025Q4 | 3 | -1 | 1,101,324 | -27.9 % |
| 2025Q3 | 4 | 0 | 1,528,246 | +29.0 % |
| 2025Q2 | 4 | +1 | 1,184,918 | +695.8 % |
| 2025Q1 | 3 | 0 | 148,903 | -24.6 % |
| 2024Q4 | 3 | -2 | 197,549 | +46.7 % |
| 2024Q3 | 5 | 0 | 134,706 | -88.1 % |
| 2024Q2 | 5 | -1 | 1,133,953 | -45.6 % |
| 2024Q1 | 6 | +1 | 2,085,679 | +927.2 % |
| 2023Q4 | 5 | 203,036 |
Institutional managers
422 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 14,200,874 | 848.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 8,894,687 | 531.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 7,927,278 | 473.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,074,486 | 183.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,929,539 | 175.1M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 2,590,899 | 154.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,457,119 | 146.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,284,229 | 136.6M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 1,895,335 | 113.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,577,404 | 94.3M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 1,185,442 | 70.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,148,972 | 68.7M $ | as of Mar 31, 2026 |
| BDFS Capital LLC | 1,114,340 | 66.8M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 1,016,212 | 60.7K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 827,236 | 49.5M $ | as of Mar 31, 2026 |
| Hansen & Associates Financial Group, Inc. | 794,084 | 47.5M $ | as of Mar 31, 2026 |
| GDS Wealth Management | 709,784 | 42.4M $ | as of Mar 31, 2026 |
| Gradient Investments LLC | 662,925 | 39.6M $ | as of Mar 31, 2026 |
| &PARTNERS | 662,279 | 39.6M $ | as of Mar 31, 2026 |
| Bramshill Investments, LLC | 655,802 | 39.2M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 636,659 | 38.1M $ | as of Mar 31, 2026 |
| TCP Asset Management, LLC | 573,317 | 34.3M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 556,462 | 33.3M $ | as of Mar 31, 2026 |
| Guided Capital Wealth Management, LLC | 551,623 | 33M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 513,699 | 30.7M $ | 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-US33739Q4082