FIRST TRUST EXCHANGE-TRADED FUND IV - EIPX

Sector: Funds · Industry: ETF / Fund

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$461.6M

QoQ value delta ($000)

+$96.77M (+26.52%)

Implied price effect (QoQ)

+21.62%

Total shares

14,356,446

QoQ shares delta

+556,411 (+4.03%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 49 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
FIDUCIARY TRUST CO	162,234	5,044,605	1.92%
AlTi Global, Inc.	149,120	4,637,146	3.24%
Cerity Partners OCIO LLC	76,237	2,370,562	4.57%
LPL Financial LLC	10,497	326,424	0.0%
STIFEL FINANCIAL CORP	7,916	246,148	0.01%
RAYMOND JAMES FINANCIAL INC	5,687	176,847	0.0%
ELEVATION POINT WEALTH PARTNERS, LLC	5,181	161,129	0.12%
Vestmark Advisory Solutions, Inc.	5,164	160,579	0.06%
Rockefeller Capital Management L.P.	3,581	111,366	0.01%
CWM, LLC	3,535	109,930	0.01%
Summit Trail Advisors, LLC	2,843	88,414	0.04%
SCS Capital Management LLC	2,688	83,600	0.03%
EASTERN BANK	2,533	78,778	0.04%
Arax Advisory Partners	2,214	68,849	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,815	56,454	0.0%
HBW ADVISORY SERVICES LLC	1,647	51,215	0.17%
MARSHALL INVESTMENT MANAGEMENT, LLC	1,626	50,583	0.78%
Cambridge Investment Research Advisors, Inc.	1,329	41,330	0.0%
Integrated Wealth Concepts LLC	1,295	40,279	0.01%
UBS Group AG	1,233	38,353	0.0%
JANE STREET GROUP, LLC	1,227	38,167	0.0%
ROYAL BANK OF CANADA	1,172	36,454	0.0%
Modern Wealth Management, LLC	1,102	34,618	0.02%
Concurrent Investment Advisors, LLC	885	27,532	0.01%
Legacy Wealth Managment, LLC/ID	836	26,021	0.42%