FIRST TRUST EXCHANGE-TRADED FUND IV - LMBS

Sector: Funds · Industry: ETF / Fund

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$5.064B

QoQ value delta ($000)

+$248.2M (+5.15%)

Implied price effect (QoQ)

-0.14%

Total shares

101,818,018

QoQ shares delta

+5,126,749 (+5.3%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 458 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	76,348	1,533,711	0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	67,263	1,351,222	0.04%
Concurrent Investment Advisors, LLC	65,478	1,315,350	0.56%
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%
Harvest Investment Services, LLC	44,906	902,106	6.94%
Csenge Advisory Group	44,891	901,794	1.82%
JONES FINANCIAL COMPANIES LLLP	39,835	799,678	0.02%
OSAIC HOLDINGS, INC.	37,953	762,206	0.04%
Cambridge Investment Research Advisors, Inc.	37,313	749,561	0.09%
HARBOUR INVESTMENTS, INC.	35,786	718,902	0.48%
STIFEL FINANCIAL CORP	33,769	678,374	0.03%
ASSETMARK, INC	32,023	643,298	0.06%
Aaron Wealth Advisors LLC	30,863	619,993	1.57%