FIRST TRUST EXCHANGE-TRADED FUND IV - HYTI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SageGuard Financial Group, LLC | History | Added to | 153,528 | 2,956 | 0.46% | 0.28% | 1 | +64,884 | 73.2% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Added to | 102,248 | 1,969 | 0.02% | 0.02% | 2 | +11,432 | 12.59% | Q1 2026 | Apr 16, 2026 |
| Balboa Wealth Partners | History | New | 85,890 | 1,654 | 0.28% | — | 3 | +85,890 | New | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 81,112 | 1,562 | 0.08% | 0.09% | 4 | -9,438 | -10.42% | Q1 2026 | Apr 15, 2026 |
| Next Level Private LLC | History | Added to | 41,424 | 797 | 0.18% | 0.14% | 5 | +15,332 | 58.76% | Q1 2026 | Apr 23, 2026 |
| Maridea Wealth Management LLC | History | New | 38,227 | 736 | 0.11% | — | 6 | +38,227 | New | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 25,888 | 498 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triad Wealth Partners, LLC | History | New | 14,265 | 274 | 0.02% | — | 8 | +14,265 | New | Q1 2026 | Apr 16, 2026 |
| Ferguson Shapiro LLC | History | No change | 10,505 | 202 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| City State Bank | History | No change | 200 | 3 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -442,848 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -210,161 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.57% | — | -190,811 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -157,185 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,022 | -100.0% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -57,594 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -56,165 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,137 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -42,491 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.79% | — | -35,855 | -100.0% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,692 | -100.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,569 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -16,146 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,550 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,519 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,272 | -100.0% | Q4 2025 | Feb 12, 2026 |