FIRST TRUST EXCHANGE-TRADED FUND IV - LMBS

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$604.8M
QoQ value delta ($000)
-$3.892B (-86.55%)
Implied price effect (QoQ)
-0.36%
Shares
Total shares
12,141,982
QoQ shares delta
-77,812,051 (-86.5%)
Total shares held by funds (by quarter)

Market chart (LMBS)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Concurrent Investment Advisors, LLC 70,971 1,424,840 0.77%
Aaron Wealth Advisors LLC 30,395 610,228 1.73%
Trilogy Capital Inc. 27,796 558,041 1.22%
Prospera Financial Services Inc 26,742 536,683 0.43%
Heck Capital Advisors, LLC 26,318 528,378 1.95%
Brookstone Capital Management 22,544 452,617 0.26%
SEARCY FINANCIAL SERVICES INC /ADV 21,771 437,090 8.07%
KESTRA PRIVATE WEALTH SERVICES, LLC 20,211 405,775 0.25%
INSPIRION WEALTH ADVISORS, LLC 19,707 395,648 2.45%
TL Private Wealth 16,851 337,106 6.65%
Fairvoy Private Wealth, LLC 15,707 315,355 3.75%
Obermeyer Wealth Partners 15,179 304,752 0.7%
IFP Advisors, Inc 14,702 295,168 0.3%
Secure Asset Management, LLC 13,849 278,055 2.19%
ADAMSBROWN WEALTH CONSULTANTS LLC 12,572 252,406 3.32%
Centennial Wealth Advisory LLC 12,501 250,985 3.03%
Redhawk Wealth Advisors, Inc. 11,348 227,836 1.25%
PFS Partners, LLC 11,201 224,890 5.13%
Grove Bank & Trust 10,382 208,437 1.17%
WESBANCO BANK INC 10,299 206,776 0.29%
Wealth Enhancement Trust Services, Inc. 9,468 190,090 1.15%
Farther Finance Advisors, LLC 9,211 184,855 0.09%
LexAurum Advisors, LLC 9,169 184,095 1.19%
Janney Montgomery Scott LLC 9,066 182,012 0.02%
TCP Asset Management, LLC 8,592 172,500 1.1%