| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 15% | +21% | $223,973,619 | +$76,832,587 | 10,510,259 | +52% | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 30 Sep 2025, 139 institutional investors reported holding 50,842,367 shares of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB). This represents 75% of the company’s total 68,159,916 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 13% | 8,764,125 | +26% | 0.05% | $186,763,491 |
| MORGAN STANLEY | 7.8% | 5,331,849 | +4.8% | 0.01% | $113,621,720 |
| ENVESTNET ASSET MANAGEMENT INC | 5% | 3,436,919 | +4% | 0.02% | $73,240,741 |
| LVZ, Inc. | 4.5% | 3,074,804 | +1% | 7.4% | $65,524,069 |
| Long Run Wealth Advisors, LLC | 3.2% | 2,168,309 | +7.2% | 9.1% | $46,206,665 |
| STIFEL FINANCIAL CORP | 3.1% | 2,103,054 | +202% | 0.04% | $44,816,102 |
| Cetera Investment Advisers | 2.6% | 1,762,990 | +20% | 0.04% | $37,569,336 |
| Kestra Advisory Services, LLC | 2.4% | 1,603,198 | +14% | 0.16% | $34,164,158 |
| Seascape Capital Management | 1.9% | 1,326,054 | +2% | 8.1% | $28,258,000 |
| &PARTNERS | 1.9% | 1,309,779 | +15% | 0.18% | $27,926,112 |
| STEPHENS INC /AR/ | 1.8% | 1,217,273 | +2.3% | 0.33% | $25,940,093 |
| OSAIC HOLDINGS, INC. | 1.7% | 1,150,672 | +4.5% | 0.03% | $24,502,811 |
| Cambridge Investment Research Advisors, Inc. | 1.5% | 1,021,835 | +28% | 0.06% | $21,775,000 |
| Prospera Financial Services Inc | 1.4% | 956,493 | +5.7% | 0.35% | $20,385,908 |
| McCarthy & Cox | 1.4% | 935,912 | +8.9% | 4.6% | $19,944,277 |
| Cyndeo Wealth Partners, LLC | 1.4% | 932,585 | +0.07% | 1.1% | $19,873,379 |
| HARBOUR INVESTMENTS, INC. | 1.3% | 902,145 | +82% | 0.44% | $19,224,702 |
| Private Advisor Group, LLC | 1.2% | 784,448 | +46% | 0.08% | $16,716,587 |
| FIRST TRUST ADVISORS LP | 0.88% | 599,707 | +13% | 0.01% | $12,779,756 |
| BENJAMIN EDWARDS INC | 0.84% | 574,550 | +23% | 0.14% | $12,244,138 |
| First Heartland Consultants, Inc. | 0.82% | 560,966 | +963% | 0.97% | $11,954,185 |
| Centennial Wealth Advisory LLC | 0.8% | 547,774 | +51% | 3.2% | $11,673,072 |
| ASSETMARK, INC | 0.77% | 522,527 | +9.5% | 0.02% | $11,135,050 |
| Equitable Holdings, Inc. | 0.72% | 490,150 | +46% | 0.08% | $10,445,097 |
| Bank of New York Mellon Corp | 0.6% | 408,272 | +7.6% | 0% | $8,700,276 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,040,568 | $43,321,072 | +$7,206,832 | $21.23 | 8 |
| 2025 Q3 | 50,842,367 | $1,083,416,405 | +$133,684,465 | $21.31 | 139 |
| 2025 Q2 | 44,414,351 | $935,349,200 | +$259,380,117 | $21.06 | 121 |
| 2025 Q1 | 32,276,907 | $679,805,153 | +$318,205,355 | $20.99 | 99 |
| 2024 Q4 | 17,264,187 | $356,302,246 | +$322,581,483 | $20.65 | 61 |
| 2024 Q3 | 1,506,412 | $32,472,820 | +$18,905,992 | $21.63 | 24 |
| 2024 Q2 | 642,260 | $13,314,397 | +$315,090 | $20.71 | 15 |
| 2024 Q1 | 666,483 | $13,909,512 | -$1,290,880 | $20.91 | 13 |
| 2023 Q4 | 725,035 | $15,363,313 | +$15,253,200 | $21.19 | 9 |