Funds holding First Trust Exchange-Traded Fund IV
4 funds declare a position · 2 ETFs and 2 other funds · 115.6M $ · US33738D4088
Other lines from the same issuer : 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), First Trust Exchange-Traded Fund IV (US33739Q7051)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 1,971,377 | 80M $ | 20.27 % | as of Mar 31, 2026 · Original filing |
| 2 | First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 606,268 | 24.9M $ | 15.65 % | as of Feb 28, 2026 · Original filing |
| 3 | First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 223,931 | 9.2M $ | 10.06 % | as of Apr 30, 2026 · Original filing |
| 4 | First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 37,915 | 1.5M $ | 9.50 % | as of Mar 31, 2026 · Original filing |
Institutional managers
219 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 5,033,375 | 204.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 3,264,130 | 132.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 2,700,445 | 109.6M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,596,114 | 64.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 979,128 | 39.7M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 751,041 | 30.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 511,667 | 20.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 503,982 | 20.4M $ | as of Mar 31, 2026 |
| &PARTNERS | 474,310 | 19.2M $ | as of Mar 31, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | 413,297 | 16.8M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 364,748 | 14.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 333,697 | 13.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 317,141 | 12.9M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 296,318 | 12M $ | as of Mar 31, 2026 |
| PARK NATIONAL CORP /OH/ | 292,954 | 11.9M $ | as of Mar 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 275,331 | 11.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 233,205 | 9.5M $ | as of Mar 31, 2026 |
| Clear Creek Financial Management, LLC | 218,522 | 8.9M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 204,561 | 8.3M $ | as of Mar 31, 2026 |
| One Capital Management, LLC | 174,899 | 7.1M $ | as of Mar 31, 2026 |
| Fearless Solutions, LLC dba Best Invest | 166,892 | 6.8M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 138,208 | 5.6M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 38,985 | 5M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 112,171 | 4.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 111,631 | 4.5M $ | as of Mar 31, 2026 |