Funds holding First Trust Exchange-Traded Fund IV
ISIN US33739Q7051 · United States · LEI 5493006CBTW7P2B31B80
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 1.3M $
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 (US33738D6067), First Trust Exchange-Traded Fund IV (US33739Q4082), First Trust Exchange-Traded Fund IV (US33738D7628)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 25,927 | 1.3M $ | 6.73 % | 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 | 6.73 % | 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 | 25,927 | +34.3 % |
| 2026Q1 | 1 | 0 | 19,306 | +75.3 % |
| 2025Q4 | 1 | 0 | 11,010 | +171.7 % |
| 2025Q3 | 1 | 4,053 |
Institutional managers
304 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 5,556,373 | 270.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,464,054 | 266.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 3,212,755 | 156.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,287,931 | 111.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,079,331 | 101.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,338,564 | 65.2M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 1,201,943 | 58.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,187,254 | 57.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,071,859 | 52.2M $ | as of Mar 31, 2026 |
| Wagner Wealth Management, LLC | 510,992 | 24.9M $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 509,591 | 24.8M $ | as of Mar 31, 2026 |
| PSI Advisors, LLC | 507,545 | 24.7M $ | as of Mar 31, 2026 |
| Arkadios Wealth Advisors | 506,073 | 24.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 436,738 | 21.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 397,008 | 19.3M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 389,401 | 19M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 387,493 | 18.9M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 385,974 | 18.8K $ | as of Mar 31, 2026 |
| Flaharty Asset Management, LLC | 359,204 | 17.5M $ | as of Mar 31, 2026 |
| Brookstone Capital Management | 334,232 | 16.3M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 324,610 | 15.8M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 298,217 | 14.5M $ | as of Mar 31, 2026 |
| Solitude Financial Services | 272,015 | 13.4M $ | as of Mar 31, 2026 |
| Curran Financial Partners, LLC | 269,732 | 13.1M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 263,944 | 12.9K $ | 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-US33739Q7051