FIRST TRUST EXCHANGE-TRADED FUND IV - FTSM

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$5.598B

QoQ value delta ($000)

+$847.6M (+17.84%)

Implied price effect (QoQ)

+10.02%

Total shares

84,887,587

QoQ shares delta

+5,632,349 (+7.11%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 422 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	848,928	14,200,874	0.05%
FSC Wealth Advisors, LLC	544,935	9,116	10.4%
LPL Financial LLC	531,724	8,894,687	0.14%
WELLS FARGO & COMPANY/MN	473,892	7,927,278	0.09%
UBS Group AG	183,792	3,074,486	0.03%
ROYAL BANK OF CANADA	175,128	2,929,539	0.03%
Concurrent Investment Advisors, LLC	154,883	2,590,899	1.68%
RAYMOND JAMES FINANCIAL INC	146,886	2,457,119	0.05%
BANK OF AMERICA CORP /DE/	136,551	2,284,229	0.01%
Csenge Advisory Group	113,303	1,895,335	5.19%
Cetera Investment Advisers	94,297	1,577,404	0.1%
STIFEL FINANCIAL CORP	70,866	1,185,442	0.07%
OSAIC HOLDINGS, INC.	68,689	1,148,972	0.1%
BDFS Capital LLC	66,847	1,114,340	32.17%
Cambridge Investment Research Advisors, Inc.	60,749	1,016,212	0.16%
ENVESTNET ASSET MANAGEMENT INC	49,452	827,236	0.01%
Hansen & Associates Financial Group, Inc.	47,490	794,084	25.56%
GDS Wealth Management	42,430	709,784	2.55%
Gradient Investments LLC	39,629	662,925	0.61%
&PARTNERS	39,585	662,279	0.2%
Bramshill Investments, LLC	39,203	655,802	3.38%
COMMONWEALTH EQUITY SERVICES, LLC	38,059	636,659	0.05%
TUCKER ASSET MANAGEMENT LLC	36,925	616,144	10.75%
TCP Asset Management, LLC	34,272	573,317	4.41%
TRUIST FINANCIAL CORP	33,265	556,462	0.04%