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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Luken Investment Analytics, LLC | History | New | 615,944 | 11,863 | 4.54% | — | 1 | +615,944 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 498,386 | 9,598 | 0.04% | 0.04% | 2 | +55,538 | 12.54% | Q1 2026 | Apr 30, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 270,634 | 5,212 | 1.15% | 0.68% | 3 | +113,449 | 72.18% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 243,862 | 4,697 | 0.01% | 0.01% | 4 | +33,701 | 16.04% | Q1 2026 | Apr 30, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 189,193 | 3,643 | 0.69% | 0.57% | 5 | -1,618 | -0.85% | Q1 2026 | May 11, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 153,528 | 2,956 | 0.46% | 0.28% | 6 | +64,884 | 73.2% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 103,455 | 1,992 | 0.04% | 0.04% | 7 | +23,167 | 28.85% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 102,248 | 1,969 | 0.02% | 0.02% | 8 | +11,432 | 12.59% | Q1 2026 | Apr 16, 2026 |
| Balboa Wealth Partners | History | New | 85,890 | 1,654 | 0.28% | — | 9 | +85,890 | New | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 82,024 | 1,579 | 0.0% | — | 10 | +82,024 | New | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 81,112 | 1,562 | 0.08% | 0.09% | 11 | -9,438 | -10.42% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Added to | 76,832 | 1,479 | 0.0% | 0.0% | 12 | +60,686 | 375.86% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 69,413 | 1,336 | 0.0% | 0.0% | 13 | +2,391 | 3.57% | Q1 2026 | May 04, 2026 |
| Benson Wealth Management INC | History | Added to | 66,432 | 1,279 | 1.75% | 0.79% | 14 | +30,577 | 85.28% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 66,132 | 1,273 | 0.09% | 0.06% | 15 | +23,641 | 55.64% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 64,778 | 1,247 | 0.0% | 0.0% | 16 | +15,641 | 31.83% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 55,465 | 1,068 | 0.01% | 0.01% | 17 | -2,129 | -3.7% | Q1 2026 | May 08, 2026 |
| Next Level Private LLC | History | Added to | 41,424 | 797 | 0.18% | 0.14% | 18 | +15,332 | 58.76% | Q1 2026 | Apr 23, 2026 |
| Maridea Wealth Management LLC | History | New | 38,227 | 736 | 0.11% | — | 19 | +38,227 | New | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 27,375 | 527 | 0.01% | 0.01% | 20 | +683 | 2.56% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 25,888 | 498 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,627 | 416 | 0.01% | 0.01% | 22 | +4,058 | 23.1% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 16,750 | 322 | 0.02% | — | 23 | +16,750 | New | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,601 | 319 | 0.0% | 0.0% | 24 | +5,082 | 44.12% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 14,265 | 274 | 0.02% | — | 25 | +14,265 | New | Q1 2026 | Apr 16, 2026 |
| Capital Analysts, LLC | History | Reduced | 14,043 | 271 | 0.01% | 0.01% | 26 | -507 | -3.48% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,587 | 203 | 0.0% | 0.03% | 27 | -45,578 | -81.15% | Q1 2026 | May 15, 2026 |
| Ferguson Shapiro LLC | History | No change | 10,505 | 202 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | Reduced | 1,261 | 24 | 0.0% | 0.01% | 29 | -11 | -0.86% | Q1 2026 | May 13, 2026 |
| City State Bank | History | No change | 200 | 3 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | New | 52 | 1 | 0.0% | — | 31 | +52 | New | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |