| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 14% | -9.3% | $86,738,528 | +$19,032,660 | 4,091,440 | +28% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 113 institutional investors reported holding 23,438,647 shares of First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG). This represents 78% of the company’s total 29,951,977 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) together control 68% 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% | 4,410,462 | +16% | 0.03% | $93,501,783 |
| MORGAN STANLEY | 8.3% | 2,482,466 | +6.7% | 0% | $52,628,281 |
| COMMONWEALTH EQUITY SERVICES, LLC | 7% | 2,097,756 | +363% | 0.06% | $44,472,420 |
| Cetera Investment Advisers | 5.7% | 1,704,926 | +5.5% | 0.04% | $36,144,440 |
| ENVESTNET ASSET MANAGEMENT INC | 5% | 1,493,306 | +3% | 0.01% | $31,658,097 |
| MANCHESTER FINANCIAL INC | 3.2% | 957,492 | +64% | 3.8% | $20,298,831 |
| TCP Asset Management, LLC | 3.2% | 953,224 | +7% | 3.4% | $20,208,347 |
| Per Stirling Capital Management, LLC. | 2.5% | 742,801 | +3.7% | 1.8% | $15,747,376 |
| Concurrent Investment Advisors, LLC | 2.2% | 670,866 | +115% | 0.16% | $14,222,356 |
| Kestra Advisory Services, LLC | 1.8% | 537,021 | +5.2% | 0.05% | $11,384,835 |
| Cambridge Investment Research Advisors, Inc. | 1.6% | 479,090 | +8% | 0.03% | $10,157,000 |
| STEPHENS INC /AR/ | 1.4% | 422,127 | +3% | 0.11% | $8,949,094 |
| &PARTNERS | 1.3% | 392,686 | +6.1% | 0.04% | $8,324,940 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 1.3% | 385,440 | +14% | 5.8% | $8,171,325 |
| FIRST TRUST ADVISORS LP | 1.2% | 344,639 | +29% | 0.01% | $7,306,346 |
| HighTower Advisors, LLC | 1.1% | 337,155 | +3.7% | 0.01% | $7,147,696 |
| Owen LaRue, LLC | 1.1% | 323,419 | -3.3% | 2.6% | $6,856,473 |
| BENJAMIN EDWARDS INC | 1.1% | 318,846 | +44% | 0.07% | $6,760,236 |
| Mach-1 Financial Group, LLC | 1% | 314,282 | 1.4% | $6,662,748 | |
| Csenge Advisory Group | 0.76% | 226,667 | +4.5% | 0.22% | $4,805,348 |
| ASSETMARK, INC | 0.7% | 209,584 | -0.05% | 0.01% | $4,443,181 |
| Bank of New York Mellon Corp | 0.62% | 185,216 | -0.91% | 0% | $3,926,581 |
| Janney Montgomery Scott LLC | 0.61% | 183,724 | +4.8% | 0.01% | $3,895,000 |
| Sequent Planning LLC | 0.58% | 173,904 | -1.6% | 0.94% | $3,686,766 |
| MML INVESTORS SERVICES, LLC | 0.55% | 164,787 | +8.3% | 0.01% | $3,493,478 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 23,438,647 | $496,900,972 | +$79,363,490 | $21.20 | 113 |
| 2025 Q3 | 20,328,721 | $431,494,260 | +$53,910,055 | $21.23 | 109 |
| 2025 Q2 | 17,946,001 | $376,403,069 | +$9,879,821 | $20.98 | 109 |
| 2025 Q1 | 17,590,199 | $364,970,088 | +$36,972,789 | $20.75 | 102 |
| 2024 Q4 | 15,930,197 | $325,789,333 | +$73,658,835 | $20.45 | 104 |
| 2024 Q3 | 12,216,747 | $260,930,185 | +$84,411,417 | $21.37 | 82 |
| 2024 Q2 | 8,336,991 | $170,361,659 | +$54,028,050 | $20.43 | 67 |
| 2024 Q1 | 5,682,770 | $116,880,106 | +$78,783,377 | $20.57 | 42 |
| 2023 Q4 | 1,711,676 | $35,668,120 | +$20,757,104 | $20.92 | 18 |
| 2023 Q3 | 455,846 | $8,877,587 | +$8,877,587 | $19.48 | 8 |