Latest Period
Q2 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 Q2 2026
Institutions Reporting
191
Shares (Excl. Options)
94,758,795
Price
$20.86
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- Security type / class
- Equity / First Trust Core Investment Grade ETF
- Symbol
- FTCB
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 94,758,795
- Total 13F value
- $1,975,591,242
- Portfolio coverage rank
- 0.01%
- Share change
- +11,649,767
- Value change
- +$242,553,712
- Number of holders
- 191
- Shares outstanding
- 121,582,788
- SEC-reported price per share
- $20.62
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 Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 191 to 191 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,742,137,896 to $1,975,591,242.
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 Q2 2026.
Security key
33738D788
Latest holder period
Q2 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 | 17% | -7.2% | $437,392,562 | +$122,211,968 | 20,973,031 | +39% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 30 Jun 2026, 191 institutional investors reported holding 94,758,795 shares of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (FTCB). This represents 78% of the company’s total 121,582,788 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
58%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 14% | 17,077,917 | +13% | 0.08% | $356,159,905 |
| MORGAN STANLEY | 6.2% | 7,496,453 | +7.5% | 0.01% | $156,338,539 |
| ENVESTNET ASSET MANAGEMENT INC | 4.1% | 5,042,795 | -1.8% | 0.02% | $105,167,496 |
| LVZ, Inc. | 2.7% | 3,242,759 | +0.07% | 6.9% | $67,627,736 |
| Cetera Investment Advisers | 2.5% | 3,042,593 | +11% | 0.06% | $63,453,265 |
| Bouchey Financial Group, Ltd. | 2.4% | 2,928,857 | +55% | 3.9% | $61,081,324 |
| HARBOUR INVESTMENTS, INC. | 2.4% | 2,873,314 | +3.6% | 0.81% | $59,922,976 |
| STIFEL FINANCIAL CORP | 2.2% | 2,676,194 | +9.8% | 0.05% | $55,812,057 |
| KINTRA WEALTH, LLC | 1.8% | 2,224,625 | +124% | 2.4% | $45,871,775 |
| RAYMOND JAMES FINANCIAL INC | 1.8% | 2,169,661 | +3694% | 0.01% | $45,248,281 |
| STEPHENS INC /AR/ | 1.6% | 2,004,030 | +0.23% | 0.47% | $41,794,044 |
| Kestra Advisory Services, LLC | 1.4% | 1,731,816 | +4.3% | 0.12% | $36,117,030 |
| &PARTNERS | 1.4% | 1,713,166 | +14% | 0.15% | $35,748,600 |
| ROYAL BANK OF CANADA | 1.3% | 1,537,298 | +171% | 0.01% | $32,060,000 |
| Cambridge Investment Research Advisors, Inc. | 1.3% | 1,525,720 | +3.6% | 0.07% | $31,819,000 |
| OSAIC HOLDINGS, INC. | 1.2% | 1,507,578 | +24% | 0.04% | $31,442,831 |
| Seascape Capital Management | 1.2% | 1,473,238 | +4.1% | 7.4% | $30,724,000 |
| Centennial Wealth Advisory LLC | 1.2% | 1,418,530 | +30% | 6.4% | $29,583,422 |
| FIRST TRUST ADVISORS LP | 1.1% | 1,390,006 | +13% | 0.02% | $28,988,575 |
| Cyndeo Wealth Partners, LLC | 1% | 1,239,068 | +2.8% | 1.2% | $25,840,754 |
| BENJAMIN EDWARDS INC | 1% | 1,237,110 | +8.2% | 0.24% | $25,800,568 |
| Pine Valley Investments Ltd Liability Co | 0.99% | 1,204,179 | +3.8% | 1.1% | $25,113,146 |
| Janney Montgomery Scott LLC | 0.95% | 1,153,269 | +21% | 0.05% | $24,051,000 |
| Private Advisor Group, LLC | 0.93% | 1,133,034 | +6.9% | 0.11% | $23,629,416 |
| First Heartland Consultants, Inc. | 0.82% | 991,947 | +3.4% | 1.3% | $20,687,057 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Latest
Q2 2026
Rows shown
1-11 of 11
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 94,758,795 | $1,975,591,242 | +$242,553,712 | $20.86 | 191 |
| 2026 Q1 | 83,102,372 | $1,742,137,896 | +$384,235,562 | $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 |