Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / First Trust Intermediate Duration Investment Grade Corporate ETF
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Shares outstanding
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21.2M
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Number of holders
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18
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Total 13F shares, excl. options
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1.71M
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Shares change
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+978K
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Total reported value, excl. options
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$35.7M
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Value change
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+$20.8M
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Number of buys
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16
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Number of sells
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-6
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Price
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$20.92
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) as of Q4 2023
24 filings reported holding FIIG - First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF as of Q4 2023.
First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.71M shares
of 21.2M outstanding shares and own 8.07% of the company stock.
Largest 10 shareholders include AE Wealth Management LLC (502K shares), Creekmur Asset Management LLC (278K shares), Cambridge Investment Research Advisors, Inc. (270K shares), COMMONWEALTH EQUITY SERVICES, LLC (173K shares), Kingsview Wealth Management, LLC (142K shares), Csenge Advisory Group (101K shares), Rehmann Capital Advisory Group (66.4K shares), Atria Investments, Inc (57.6K shares), KESTRA PRIVATE WEALTH SERVICES, LLC (28.6K shares), and Prosperity Wealth Management, Inc. (14.1K shares).
This table shows the top 18 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.