| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 19% | +21% | $320,847,950 | +$97,715,151 | 15,112,951 | +44% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 169 institutional investors reported holding 67,225,779 shares of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB). This represents 83% of the company’s total 81,208,764 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB) together control 65% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 15% | 12,413,458 | +42% | 0.07% | $263,537,701 |
| MORGAN STANLEY | 7.6% | 6,203,203 | +16% | 0.01% | $131,694,008 |
| ENVESTNET ASSET MANAGEMENT INC | 5.7% | 4,626,415 | +35% | 0.03% | $98,218,781 |
| LVZ, Inc. | 3.8% | 3,097,763 | +0.75% | 7.4% | $65,765,508 |
| RAYMOND JAMES FINANCIAL INC | 2.8% | 2,283,394 | +17030% | 0.02% | $48,476,455 |
| Long Run Wealth Advisors, LLC | 2.7% | 2,231,568 | +2.9% | 8.9% | $47,376,189 |
| STIFEL FINANCIAL CORP | 2.6% | 2,138,023 | +1.7% | 0.04% | $45,390,232 |
| Cetera Investment Advisers | 2.6% | 2,107,721 | +20% | 0.05% | $44,746,920 |
| Kestra Advisory Services, LLC | 2% | 1,653,675 | +3.1% | 0.14% | $35,107,513 |
| Seascape Capital Management | 1.8% | 1,429,953 | +7.8% | 8.6% | $30,358,000 |
| &PARTNERS | 1.7% | 1,343,247 | +2.6% | 0.15% | $28,544,728 |
| STEPHENS INC /AR/ | 1.6% | 1,260,669 | +3.6% | 0.33% | $26,764,010 |
| Cambridge Investment Research Advisors, Inc. | 1.5% | 1,221,191 | +20% | 0.07% | $25,926,000 |
| OSAIC HOLDINGS, INC. | 1.4% | 1,111,815 | -3.4% | 0.03% | $23,604,306 |
| Prospera Financial Services Inc | 1.3% | 1,068,137 | +12% | 0.37% | $22,679,394 |
| Pine Valley Investments Ltd Liability Co | 1.3% | 1,066,949 | +1.9% | 1.1% | $22,651,326 |
| HARBOUR INVESTMENTS, INC. | 1.2% | 992,524 | +10% | 0.43% | $21,071,277 |
| Cyndeo Wealth Partners, LLC | 1.2% | 979,014 | +5% | 1.1% | $20,784,457 |
| Private Advisor Group, LLC | 1.2% | 958,483 | +22% | 0.1% | $20,348,586 |
| KINTRA WEALTH, LLC | 1.1% | 931,440 | 2.8% | $19,774,481 | |
| FIRST TRUST ADVISORS LP | 1% | 847,936 | +41% | 0.01% | $18,001,681 |
| BENJAMIN EDWARDS INC | 1% | 815,081 | +42% | 0.19% | $17,304,792 |
| First Heartland Consultants, Inc. | 0.9% | 730,667 | +30% | 1.2% | $15,512,060 |
| ASSETMARK, INC | 0.78% | 634,428 | +21% | 0.03% | $13,468,906 |
| Equitable Holdings, Inc. | 0.7% | 566,518 | +16% | 0.08% | $12,027,177 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 67,225,779 | $1,427,249,415 | +$312,078,937 | $21.23 | 169 |
| 2025 Q3 | 51,991,835 | $1,107,958,606 | +$135,441,721 | $21.31 | 141 |
| 2025 Q2 | 44,414,351 | $935,349,200 | +$259,380,093 | $21.06 | 121 |
| 2025 Q1 | 32,276,907 | $679,805,153 | +$318,205,395 | $20.99 | 99 |
| 2024 Q4 | 17,472,081 | $360,590,379 | +$326,835,625 | $20.65 | 63 |
| 2024 Q3 | 1,506,412 | $32,472,820 | +$18,906,000 | $21.63 | 24 |
| 2024 Q2 | 654,939 | $13,576,979 | -$229,272 | $20.71 | 16 |
| 2024 Q1 | 666,483 | $13,909,512 | -$1,290,883 | $20.91 | 13 |
| 2023 Q4 | 725,035 | $15,363,313 | +$15,253,210 | $21.19 | 9 |