FIRST TRUST EXCHANGE-TRADED FUND IV - FCVT

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)
$69.33M
QoQ value delta ($000)
+$20.67M (+42.49%)
Implied price effect (QoQ)
+0.8%
Shares
Total shares
1,611,510
QoQ shares delta
+471,512 (+41.36%)
Total shares held by funds (by quarter)

Market chart (FCVT)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 11 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Concurrent Investment Advisors, LLC 14,941 347,194 0.17%
LPL Financial LLC 7,095 164,880 0.0%
JANE STREET GROUP, LLC 4,332 100,672 0.0%
RAYMOND JAMES FINANCIAL INC 4,252 98,808 0.0%
ROYAL BANK OF CANADA 3,824 88,861 0.0%
Private Advisory Group LLC 3,729 86,666 0.29%
MORGAN STANLEY 3,685 85,635 0.0%
Proactive Wealth Strategies LLC 1,852 43,047 0.73%
Kestra Advisory Services, LLC 1,821 42,316 0.01%
BANK OF AMERICA CORP /DE/ 1,736 40,347 0.0%
Cetera Investment Advisers 1,373 31,919 0.0%
Cambridge Investment Research Advisors, Inc. 1,164 27,058 0.0%
OSAIC HOLDINGS, INC. 1,149 26,709 0.0%
Plus Group Wealth Advisors LLC 1,115 25,927 1.24%
Milestones Private Investment Advisors LLC 1,046 24,328 0.72%
D.A. DAVIDSON & CO. 1,044 24,262 0.01%
Hershey Financial Advisers, LLC 1,010 23,490 0.85%
Tidemark, LLC 970 22,546 0.28%
ENVESTNET ASSET MANAGEMENT INC 969 22,528 0.0%
STIFEL FINANCIAL CORP 887 20,624 0.0%
TRUIST FINANCIAL CORP 831 19,315 0.0%
Elequin Capital, LP 753 17,504 0.06%
RiverTree Advisors, LLC 750 17,438 0.48%
JPMORGAN CHASE & CO 678 15,757 0.0%
Stratos Wealth Partners, LTD. 615 14,300 0.01%