| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 22% | +7.7% | $293,351,031 | +$24,811,790 | 15,270,746 | +9.2% | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 30 Sep 2025, 148 institutional investors reported holding 47,236,772 shares of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG). This represents 67% of the company’s total 70,437,020 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) together control 59% 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 16% | 11,013,206 | +4.4% | 0.01% | $211,563,713 |
| LPL Financial LLC | 10% | 7,062,431 | +0.45% | 0.04% | $135,669,292 |
| WELLS FARGO & COMPANY/MN | 4.8% | 3,356,084 | +1.8% | 0.01% | $64,470,391 |
| FIRST TRUST ADVISORS LP | 3.7% | 2,598,830 | +1.9% | 0.04% | $49,923,524 |
| AMERIPRISE FINANCIAL INC | 3.4% | 2,395,790 | +7.8% | 0.01% | $46,020,978 |
| Csenge Advisory Group | 2.8% | 1,997,699 | +9.8% | 1.8% | $38,375,789 |
| ROYAL BANK OF CANADA | 2.7% | 1,925,973 | +0.15% | 0.01% | $36,998,000 |
| ENVESTNET ASSET MANAGEMENT INC | 2.5% | 1,763,472 | +7.7% | 0.01% | $33,876,304 |
| OSAIC HOLDINGS, INC. | 1.8% | 1,276,394 | +42% | 0.03% | $24,493,689 |
| RAYMOND JAMES FINANCIAL INC | 1.4% | 961,994 | -6.2% | 0.01% | $18,479,905 |
| TRUIST FINANCIAL CORP | 1.3% | 919,250 | +5.2% | 0.02% | $17,658,798 |
| Cetera Investment Advisers | 1.2% | 819,788 | +22% | 0.02% | $15,748,135 |
| STIFEL FINANCIAL CORP | 1.1% | 767,248 | +3.3% | 0.01% | $14,738,844 |
| STEPHENS INC /AR/ | 1.1% | 747,984 | +1.2% | 0.18% | $14,368,773 |
| ASSETMARK, INC | 0.76% | 538,616 | +7.6% | 0.02% | $10,346,813 |
| Vestmark Advisory Solutions, Inc. | 0.71% | 499,261 | -46% | 0.18% | $9,590,804 |
| KMG FIDUCIARY PARTNERS, LLC | 0.6% | 424,447 | +2.1% | 0.55% | $8,153,635 |
| Integrated Wealth Concepts LLC | 0.59% | 413,863 | -1.7% | 0.07% | $7,950,309 |
| Cambridge Investment Research Advisors, Inc. | 0.59% | 413,729 | -2.7% | 0.02% | $7,948,000 |
| NewEdge Advisors, LLC | 0.56% | 394,753 | -10% | 0.03% | $7,583,201 |
| Uniting Wealth Partners, LLC | 0.47% | 333,181 | 1.5% | $6,400,399 | |
| Envestnet Portfolio Solutions, Inc. | 0.47% | 330,786 | -2.6% | 0.02% | $6,354,399 |
| JONES FINANCIAL COMPANIES LLLP | 0.46% | 326,266 | +20% | 0% | $6,257,782 |
| TCP Asset Management, LLC | 0.36% | 252,013 | +5.3% | 0.86% | $4,841,170 |
| &PARTNERS | 0.33% | 234,129 | -23% | 0.03% | $4,501,886 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,221,762 | $23,445,753 | +$1,982,920 | $19.19 | 12 |
| 2025 Q3 | 47,236,772 | $907,400,636 | +$18,898,883 | $19.21 | 148 |
| 2025 Q2 | 46,288,070 | $884,751,184 | +$21,600,673 | $19.12 | 154 |
| 2025 Q1 | 45,245,926 | $857,091,364 | -$8,795,706 | $18.94 | 148 |
| 2024 Q4 | 45,573,500 | $859,984,110 | -$56,443,991 | $18.87 | 155 |
| 2024 Q3 | 47,211,615 | $927,248,925 | +$16,216,564 | $19.20 | 147 |
| 2024 Q2 | 40,849,144 | $765,543,550 | +$1,293,164 | $18.74 | 146 |
| 2024 Q1 | 40,687,599 | $763,681,037 | +$100,059,360 | $18.77 | 137 |
| 2023 Q4 | 35,203,066 | $667,424,560 | +$76,410,567 | $18.96 | 122 |
| 2023 Q3 | 21,348,515 | $392,618,268 | -$49,653,006 | $18.39 | 107 |
| 2023 Q2 | 23,558,108 | $438,782,272 | +$81,933,231 | $18.62 | 106 |
| 2023 Q1 | 26,351,497 | $496,289,885 | +$242,207,567 | $18.83 | 85 |
| 2022 Q4 | 13,372,613 | $249,802,948 | +$223,757,681 | $18.67 | 52 |
| 2022 Q3 | 349,046 | $6,447,103 | -$957,470 | $18.46 | 17 |
| 2022 Q2 | 395,531 | $7,426,851 | +$696,722 | $18.73 | 11 |
| 2022 Q1 | 344,417 | $6,627,549 | -$824,794 | $19.24 | 9 |
| 2021 Q4 | 383,908 | $7,682,000 | +$7,682,000 | $20.01 | 4 |