FIRST TRUST EXCHANGE-TRADED FUND IV - EIPX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$364.9M
QoQ value delta ($000)
+$10.37M (+2.93%)
Implied price effect (QoQ)
+1.04%
Shares
Total shares
13,800,035
QoQ shares delta
+252,317 (+1.86%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 7 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
FIDUCIARY TRUST CO 137,381 5,195,978 1.56%
AlTi Global, Inc. 116,964 4,423,773 2.51%
Cerity Partners OCIO LLC 62,677 2,370,562 3.47%
LPL Financial LLC 7,011 265,202 0.0%
RAYMOND JAMES FINANCIAL INC 4,484 169,619 0.0%
STIFEL FINANCIAL CORP 4,078 154,248 0.0%
Graney & King, LLC 3,224 121,959 1.89%
Rockefeller Capital Management L.P. 3,177 120,181 0.01%
Summit Trail Advisors, LLC 3,067 116,005 0.05%
EASTERN BANK 2,666 100,845 0.05%
CWM, LLC 2,626 99,315 0.01%
SCS Capital Management LLC 2,210 83,600 0.02%
Arax Advisory Partners 1,815 68,658 0.05%
HBW ADVISORY SERVICES LLC 1,312 49,626 0.14%
MARSHALL INVESTMENT MANAGEMENT, LLC 1,259 47,651 0.63%
Integrated Wealth Concepts LLC 1,110 41,991 0.01%
UBS Group AG 1,001 37,874 0.0%
Modern Wealth Management, LLC 845 31,992 0.02%
Legacy Wealth Managment, LLC/ID 812 30,737 0.39%
Concurrent Investment Advisors, LLC 708 26,790 0.01%
COMMONWEALTH EQUITY SERVICES, LLC 688 26,028 0.0%
StoneX Group Inc. 654 24,771 0.03%
OneDigital Investment Advisors LLC 651 24,656 0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC 568 21,483 0.01%
CVA Family Office, LLC 542 20,507 0.06%