FIRST TRUST EXCHANGE-TRADED FUND IV - LMBS

Sector: Funds · Industry: ETF / Fund

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$4.833B

QoQ value delta ($000)

+$333.8M (+7.42%)

Implied price effect (QoQ)

-0.37%

Total shares

97,031,224

QoQ shares delta

+7,036,988 (+7.82%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 440 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	764,724	15,352,826	0.05%
LPL Financial LLC	614,496	12,336,806	0.16%
WELLS FARGO & COMPANY/MN	288,046	5,782,914	0.05%
UBS Group AG	235,909	4,736,195	0.04%
RAYMOND JAMES FINANCIAL INC	204,548	4,106,569	0.06%
ROYAL BANK OF CANADA	161,527	3,242,866	0.03%
Cetera Investment Advisers	127,101	2,551,727	0.14%
BANK OF AMERICA CORP /DE/	99,697	2,001,550	0.01%
HighTower Advisors, LLC	93,176	1,870,625	0.1%
FIRST TRUST ADVISORS LP	75,755	1,520,880	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	72,712	1,459,799	0.1%
Concurrent Investment Advisors, LLC	70,971	1,424,840	0.77%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	60,880	1,222,253	0.04%
Berger Financial Group, Inc	56,170	1,127,689	3.14%
Clearwater Capital Advisors, LLC	45,283	909,130	3.65%
Harvest Investment Services, LLC	44,612	895,651	8.16%
ENVESTNET ASSET MANAGEMENT INC	43,949	882,346	0.01%
Csenge Advisory Group	41,515	833,477	1.9%
Cambridge Investment Research Advisors, Inc.	36,903	740,868	0.1%
HARBOUR INVESTMENTS, INC.	36,392	730,620	0.56%
STIFEL FINANCIAL CORP	35,210	706,891	0.03%
OSAIC HOLDINGS, INC.	34,500	692,483	0.05%
ASSETMARK, INC	32,739	657,287	0.07%
JONES FINANCIAL COMPANIES LLLP	31,883	643,464	0.02%
Aaron Wealth Advisors LLC	30,395	610,228	1.73%