Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / First Trust Core Investment Grade ETF
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Shares outstanding
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68.2M
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Number of holders
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61
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Total 13F shares, excl. options
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17.3M
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Shares change
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+15.6M
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Total reported value, excl. options
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$356M
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Value change
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+$323M
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Number of buys
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54
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Number of sells
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-8
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Price
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$20.65
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB) as of Q4 2024
67 filings reported holding FTCB - First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF as of Q4 2024.
First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.3M shares
of 68.2M outstanding shares and own 25.33% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (3.27M shares), LVZ, Inc. (2.75M shares), LPL Financial LLC (2.15M shares), ENVESTNET ASSET MANAGEMENT INC (1.79M shares), Cyndeo Wealth Partners, LLC (857K shares), Kestra Advisory Services, LLC (742K shares), Prospera Financial Services Inc (576K shares), FIRST TRUST ADVISORS LP (533K shares), Cetera Investment Advisers (443K shares), and Cambridge Investment Research Advisors, Inc. (400K shares).
This table shows the top 61 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.