FIRST TRUST EXCHANGE-TRADED FUND IV - EIPX

Sector: Funds · Industry: ETF / Fund

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$461M

QoQ value delta ($000)

-$444K (-0.1%)

Implied price effect (QoQ)

-2.66%

Total shares

14,727,674

QoQ shares delta

+377,236 (+2.63%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 57 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%
CWM, LLC	3,535	109,930	0.01%
EASTERN BANK	3,074	98,217	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	1,629	52,063	0.15%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,541	49,236	0.0%
UBS Group AG	1,304	41,692	0.0%
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%
Signal Advisors Wealth, LLC	1,002	32,040	0.05%
Legacy Wealth Managment, LLC/ID	963	30,782	0.4%