FIRST TRUST EXCHANGE-TRADED FUND IV - FTSM

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$4.74B

QoQ value delta ($000)

+$307.9M (+6.95%)

Implied price effect (QoQ)

+0.02%

Total shares

79,080,886

QoQ shares delta

+5,121,214 (+6.92%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 60 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	760,068	12,682,599	0.05%
LPL Financial LLC	533,366	8,899,825	0.15%
WELLS FARGO & COMPANY/MN	518,663	8,654,489	0.09%
ROYAL BANK OF CANADA	178,708	2,981,955	0.03%
UBS Group AG	170,933	2,852,224	0.03%
RAYMOND JAMES FINANCIAL INC	150,892	2,517,807	0.05%
BANK OF AMERICA CORP /DE/	141,264	2,357,154	0.01%
Csenge Advisory Group	112,187	1,871,976	5.07%
Cetera Investment Advisers	107,205	1,788,850	0.12%
STIFEL FINANCIAL CORP	70,636	1,178,643	0.06%
OSAIC HOLDINGS, INC.	64,801	1,081,199	0.09%
BDFS Capital LLC	63,290	1,056,077	31.94%
Cambridge Investment Research Advisors, Inc.	58,325	973,212	0.15%
ENVESTNET ASSET MANAGEMENT INC	52,869	882,188	0.02%
GDS Wealth Management	51,484	859,078	3.22%
COMMONWEALTH EQUITY SERVICES, LLC	39,801	664,129	0.05%
Gradient Investments LLC	37,644	628,139	0.6%
Janney Montgomery Scott LLC	36,949	616,530	0.08%
TUCKER ASSET MANAGEMENT LLC	36,925	616,144	10.75%
&PARTNERS	35,146	587,006	0.18%
TRUIST FINANCIAL CORP	34,309	572,494	0.05%
Mariner, LLC	29,380	490,242	0.03%
Steward Partners Investment Advisory, LLC	28,969	483,385	0.16%
Kingsview Wealth Management, LLC	26,461	441,535	0.38%
Kaydan Wealth Management, Inc.	24,900	415,493	7.21%