Latest Period
Q1 2026
Security Snapshot
First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB) Institutional Ownership
CUSIP: 33738D788
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
191
Shares (Excl. Options)
83,077,274
Price
$20.96
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- Security type / class
- Equity / First Trust Core Investment Grade ETF
- Symbol
- FTCB
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 83,077,274
- Total 13F value
- $1,741,611,841
- Portfolio coverage rank
- 0.01%
- Share change
- +18,320,476
- Value change
- +$384,076,139
- Number of holders
- 191
- Shares outstanding
- 81,208,764
- SEC-reported price per share
- $20.89
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FTCB - First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF is tracked under CUSIP 33738D788.
- 191 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 172 to 191 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,430,459,224 to $1,741,611,841.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 191 institutions filings for Q1 2026.
Security key
33738D788
Latest holder period
Q1 2026
13F holders
191
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D788:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
FTCB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 19% | +21% | $320,847,950 | +$97,715,151 | 15,112,951 | +44% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Mar 2026, 191 institutional investors reported holding 83,077,274 shares of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB). This represents 102% of the company’s total 81,208,764 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
76%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 19% | 15,062,105 | +21% | 0.08% | $315,701,691 |
| MORGAN STANLEY | 8.6% | 6,974,925 | +12% | 0.01% | $146,194,435 |
| ENVESTNET ASSET MANAGEMENT INC | 6.3% | 5,133,007 | +11% | 0.03% | $107,587,832 |
| LVZ, Inc. | 4% | 3,240,435 | +4.6% | 7.8% | $67,919,518 |
| HARBOUR INVESTMENTS, INC. | 3.4% | 2,774,373 | +180% | 0.9% | $58,150,862 |
| Cetera Investment Advisers | 3.4% | 2,750,968 | +31% | 0.06% | $57,660,282 |
| STIFEL FINANCIAL CORP | 3% | 2,436,663 | +14% | 0.05% | $51,072,455 |
| STEPHENS INC /AR/ | 2.5% | 1,999,530 | +59% | 0.52% | $41,910,157 |
| Bouchey Financial Group Ltd | 2.3% | 1,888,276 | 2.9% | $39,767,090 | |
| Kestra Advisory Services, LLC | 2% | 1,660,470 | +0.41% | 0.13% | $34,803,448 |
| &PARTNERS | 1.8% | 1,497,571 | +11% | 0.16% | $31,381,875 |
| Cambridge Investment Research Advisors, Inc. | 1.8% | 1,472,157 | +21% | 0.08% | $30,856,000 |
| Seascape Capital Management | 1.7% | 1,414,780 | -1.1% | 8.5% | $29,654,000 |
| Prospera Financial Services Inc | 1.5% | 1,239,210 | +16% | 0.42% | $25,976,580 |
| FIRST TRUST ADVISORS LP | 1.5% | 1,233,088 | +45% | 0.02% | $25,845,524 |
| OSAIC HOLDINGS, INC. | 1.5% | 1,215,032 | +9.3% | 0.04% | $25,467,501 |
| Cyndeo Wealth Partners, LLC | 1.5% | 1,204,819 | +23% | 1.3% | $25,253,008 |
| CITADEL ADVISORS LLC | 1.5% | 1,192,163 | +1052% | 0.02% | $24,987,736 |
| Pine Valley Investments Ltd Liability Co | 1.4% | 1,159,598 | +8.7% | 1.2% | $24,305,168 |
| BENJAMIN EDWARDS INC | 1.4% | 1,142,976 | +40% | 0.24% | $23,957,485 |
| Centennial Wealth Advisory LLC | 1.3% | 1,088,140 | +102% | 5.5% | $22,807,353 |
| Private Advisor Group, LLC | 1.3% | 1,060,087 | +11% | 0.1% | $22,219,413 |
| KINTRA WEALTH, LLC | 1.2% | 991,815 | +6.5% | 1.5% | $20,788,449 |
| First Heartland Consultants, Inc. | 1.2% | 959,188 | +31% | 1.5% | $20,104,581 |
| Janney Montgomery Scott LLC | 1.2% | 956,652 | +108% | 0.05% | $20,051,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 83,077,274 | $1,741,611,841 | +$384,076,139 | $20.96 | 191 |
| 2025 Q4 | 67,376,971 | $1,430,459,224 | +$312,408,614 | $21.23 | 172 |
| 2025 Q3 | 51,991,835 | $1,107,958,606 | +$135,441,721 | $21.31 | 141 |
| 2025 Q2 | 44,414,351 | $935,349,200 | +$259,380,093 | $21.06 | 121 |
| 2025 Q1 | 32,276,907 | $679,805,153 | +$318,205,395 | $20.99 | 99 |
| 2024 Q4 | 17,472,081 | $360,590,379 | +$326,835,625 | $20.65 | 63 |
| 2024 Q3 | 1,506,412 | $32,472,820 | +$18,906,000 | $21.63 | 24 |
| 2024 Q2 | 654,939 | $13,576,979 | -$229,272 | $20.71 | 16 |
| 2024 Q1 | 666,483 | $13,909,512 | -$1,290,883 | $20.91 | 13 |
| 2023 Q4 | 725,035 | $15,363,313 | +$15,253,210 | $21.19 | 9 |