| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 14% | -9.3% | $86,738,528 | +$19,032,660 | 4,091,440 | +28% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 30 Sep 2025, 108 institutional investors reported holding 20,148,495 shares of First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG). This represents 67% of the company’s total 29,951,977 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) together control 57% 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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 13% | 3,800,748 | +12% | 0.02% | $80,689,878 |
| MORGAN STANLEY | 7.8% | 2,325,751 | +5.9% | 0% | $49,375,706 |
| Cetera Investment Advisers | 5.4% | 1,616,741 | +16% | 0.04% | $34,323,431 |
| ENVESTNET ASSET MANAGEMENT INC | 4.8% | 1,450,474 | +3.1% | 0.01% | $30,793,568 |
| TCP Asset Management, LLC | 3% | 891,038 | 3.4% | $18,916,737 | |
| Per Stirling Capital Management, LLC. | 2.4% | 716,552 | +5.7% | 1.8% | $15,212,402 |
| MANCHESTER FINANCIAL INC | 1.9% | 583,865 | +16% | 2.5% | $12,395,454 |
| Kestra Advisory Services, LLC | 1.7% | 510,406 | +12% | 0.05% | $10,835,917 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.5% | 453,249 | +21% | 0.01% | $9,622,000 |
| GOLDMAN SACHS GROUP INC | 1.5% | 450,144 | 0% | $9,556,557 | |
| Cambridge Investment Research Advisors, Inc. | 1.5% | 443,577 | +17% | 0.03% | $9,417,000 |
| STEPHENS INC /AR/ | 1.4% | 409,684 | +2.2% | 0.11% | $8,697,602 |
| &PARTNERS | 1.2% | 370,040 | +30% | 0.05% | $7,862,931 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 1.1% | 336,840 | +8.2% | 6.1% | $7,151,111 |
| Owen LaRue, LLC | 1.1% | 334,563 | +9.1% | 2.8% | $7,102,768 |
| Rehmann Capital Advisory Group | 1.1% | 333,062 | +5.1% | 0.39% | $7,070,911 |
| HighTower Advisors, LLC | 1.1% | 325,134 | +70% | 0.01% | $6,902,634 |
| Concurrent Investment Advisors, LLC | 1% | 312,150 | -38% | 0.11% | $6,626,947 |
| FIRST TRUST ADVISORS LP | 0.89% | 267,566 | +14% | 0% | $5,680,426 |
| BENJAMIN EDWARDS INC | 0.74% | 221,117 | +24% | 0.05% | $4,694,786 |
| Csenge Advisory Group | 0.72% | 216,832 | +7.3% | 0.22% | $4,603,351 |
| ASSETMARK, INC | 0.7% | 209,689 | +11% | 0.01% | $4,451,697 |
| Bank of New York Mellon Corp | 0.62% | 186,926 | +7% | 0% | $3,968,424 |
| Mutual Advisors, LLC | 0.61% | 181,282 | +414% | 0.09% | $3,864,026 |
| Sequent Planning LLC | 0.59% | 176,652 | +2.9% | 1.1% | $3,750,319 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,187,949 | $25,184,236 | +$2,342,498 | $21.20 | 15 |
| 2025 Q3 | 20,148,495 | $427,754,619 | +$53,910,102 | $21.23 | 108 |
| 2025 Q2 | 17,946,001 | $376,403,069 | +$9,879,821 | $20.98 | 109 |
| 2025 Q1 | 17,590,199 | $364,970,088 | +$36,972,789 | $20.75 | 102 |
| 2024 Q4 | 15,930,197 | $325,789,333 | +$73,658,835 | $20.45 | 104 |
| 2024 Q3 | 12,216,747 | $260,930,185 | +$84,411,417 | $21.37 | 82 |
| 2024 Q2 | 8,336,991 | $170,361,659 | +$54,028,050 | $20.43 | 67 |
| 2024 Q1 | 5,682,770 | $116,880,106 | +$78,783,377 | $20.57 | 42 |
| 2023 Q4 | 1,711,676 | $35,668,120 | +$20,757,104 | $20.92 | 18 |
| 2023 Q3 | 455,846 | $8,877,587 | +$8,877,587 | $19.48 | 8 |