FIRST TRUST EXCHANGE-TRADED FUND IV - FDND
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,557 | 437 | 0.01% | 0.01% | 1 | -1,038 | -5.04% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,780 | 309 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,903 | 290 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 11,460 | 239 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullseye Investment Management, LLC | History | No change | 6,000 | 125 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,541 | 74 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Added to | 3,180 | 71 | 0.01% | 0.01% | 7 | +51 | 1.63% | Q3 2026 | Oct 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 540 | 11 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |