Funds holding First Trust Exchange-Traded Fund IV
4 funds declare a position · 3 ETFs and 1 other funds · 61.2M $ · US33738D8048
Other lines from the same issuer : First Trust Exchange-Traded Fund IV (US33738D4088), First Trust Exchange-Traded Fund IV (US33739Q2003), 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 | First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 2,892,371 | 55.5M $ | 34.86 % | as of Feb 28, 2026 · Original filing |
| 2 | First Trust High Income Strategic Focus ETF First Trust Exchange-Traded Fund IV | 239,907 | 4.5M $ | 4.99 % | as of Apr 30, 2026 · Original filing |
| 3 | First Trust Balanced Income ETF First Trust Exchange-Traded Fund VI | 43,760 | 828.8K $ | 4.42 % | as of Mar 31, 2026 · Original filing |
| 4 | First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 18,161 | 344K $ | 2.12 % | as of Mar 31, 2026 · Original filing |
Institutional managers
157 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 | 12,356,464 | 234M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 8,626,539 | 163.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 3,650,356 | 69.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 3,272,845 | 62M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 2,103,560 | 39.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,043,299 | 38.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,965,336 | 37.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,727,806 | 32.7M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 1,272,430 | 24.1M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 1,028,932 | 19.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 936,217 | 17.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 869,667 | 16.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 777,553 | 14.7M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 604,643 | 11.5M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 554,003 | 10.5M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 440,123 | 8.3M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 354,923 | 6.7M $ | as of Mar 31, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | 340,507 | 6.4M $ | as of Mar 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | 319,234 | 6M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 92,228 | 5.8M $ | as of Mar 31, 2026 |
| MGO ONE SEVEN LLC | 296,438 | 5.6M $ | as of Mar 31, 2026 |
| TCP Asset Management, LLC | 288,274 | 5.5M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 277,945 | 5.3M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 259,145 | 4.9M $ | as of Mar 31, 2026 |
| &PARTNERS | 241,648 | 4.6M $ | as of Mar 31, 2026 |