FIRST TRUST EXCHANGE-TRADED FUND IV - EIPX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$458.2M
QoQ value delta ($000)
+$691K (+0.15%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
14,639,135
QoQ shares delta
+21,391 (+0.15%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 12 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
AlTi Global, Inc. 154,362 4,931,716 3.19%
FIDUCIARY TRUST CO 153,769 4,912,761 1.67%
Cerity Partners OCIO LLC 73,049 2,333,859 3.7%
LPL Financial LLC 9,939 317,542 0.0%
STIFEL FINANCIAL CORP 7,740 247,310 0.01%
RAYMOND JAMES FINANCIAL INC 5,805 185,481 0.0%
ELEVATION POINT WEALTH PARTNERS, LLC 5,718 182,710 0.11%
Vestmark Advisory Solutions, Inc. 5,696 182,005 0.05%
Rockefeller Capital Management L.P. 3,570 114,087 0.01%
EASTERN BANK 3,065 98,018 0.05%
Summit Trail Advisors, LLC 2,867 91,619 0.04%
SCS Capital Management LLC 2,616 83,600 0.02%
Arax Advisory Partners 2,232 71,332 0.01%
MARSHALL INVESTMENT MANAGEMENT, LLC 2,059 65,788 0.86%
TOUNJIAN ADVISORY PARTNERS, LLC 2,003 64,012 0.86%
Cetera Investment Advisers 1,923 61,452 0.0%
HBW ADVISORY SERVICES LLC 1,764 56,421 0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,541 49,236 0.0%
UBS Group AG 1,304 41,692 0.0%
Signal Advisors Wealth, LLC 1,256 40,195 0.06%
Cambridge Investment Research Advisors, Inc. 1,236 39,477 0.0%
Integrated Wealth Concepts LLC 1,183 37,797 0.01%
Modern Wealth Management, LLC 1,064 34,023 0.01%
Legacy Wealth Managment, LLC/ID 963 30,782 0.4%
Concurrent Investment Advisors, LLC 933 29,843 0.01%