FIRST TRUST EXCHANGE-TRADED FUND IV - LMBS

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$5.023B
QoQ value delta ($000)
-$15.22M (-0.3%)
Implied price effect (QoQ)
-0.58%
Shares
Total shares
101,579,463
QoQ shares delta
+285,716 (+0.28%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 242 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 784,002 15,749,351 0.04%
LPL Financial LLC 684,465 13,749,810 0.15%
WELLS FARGO & COMPANY/MN 284,110 5,707,317 0.05%
UBS Group AG 247,070 4,963,253 0.03%
RAYMOND JAMES FINANCIAL INC 212,816 4,275,132 0.06%
ROYAL BANK OF CANADA 167,174 3,358,268 0.02%
Cetera Investment Advisers 136,283 2,737,725 0.12%
HighTower Advisors, LLC 105,136 2,112,029 0.1%
BANK OF AMERICA CORP /DE/ 101,091 2,030,760 0.01%
FIRST TRUST ADVISORS LP 90,625 1,820,529 0.05%
COMMONWEALTH EQUITY SERVICES, LLC 78,780 1,625,681 0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 67,263 1,351,222 0.04%
Concurrent Investment Advisors, LLC 65,418 1,349,939 0.45%
Berger Financial Group, Inc 56,722 1,139,455 2.9%
ENVESTNET ASSET MANAGEMENT INC 50,749 1,019,474 0.01%
Clearwater Capital Advisors, LLC 47,402 952,240 3.47%
Csenge Advisory Group 46,418 957,878 1.83%
Harvest Investment Services, LLC 44,906 902,106 6.94%
JONES FINANCIAL COMPANIES LLLP 39,835 799,678 0.02%
OSAIC HOLDINGS, INC. 37,953 762,206 0.04%
HARBOUR INVESTMENTS, INC. 35,786 718,902 0.48%
ASSETMARK, INC 35,739 737,499 0.06%
STIFEL FINANCIAL CORP 33,769 678,374 0.03%
Aaron Wealth Advisors LLC 30,376 626,833 1.49%
Cambridge Investment Research Advisors, Inc. 29,768 614,280 0.07%