Latest Period
Q1 2026
Security Snapshot
First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) Institutional Ownership
CUSIP: 33738D796
13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026
Institutions Reporting
125
Shares (Excl. Options)
25,738,871
Price
$20.75
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- Security type / class
- Equity / First Trust Intermediate Duration Investment Grade Corporate ETF
- Symbol
- FIIG
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 25,738,871
- Total 13F value
- $534,128,305
- Portfolio coverage rank
- 0%
- Share change
- +1,897,869
- Value change
- +$39,110,544
- Number of holders
- 125
- Shares outstanding
- 29,951,977
- SEC-reported price per share
- $20.50
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
- FIIG - First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF is tracked under CUSIP 33738D796.
- 125 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 125 to 63 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $534,128,305 to $176,199,060.
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 125 institutions filings for Q1 2026.
Security key
33738D796
Latest holder period
Q1 2026
13F holders
125
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D796:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
FIIG
| 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 31 Mar 2026, 125 institutional investors reported holding 25,738,871 shares of First Trust Exchange-Traded Fund IV - First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG). This represents 86% of the company’s total 29,951,977 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
74%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 16% | 4,852,167 | +10% | 0.03% | $100,682,452 |
| MORGAN STANLEY | 8.5% | 2,546,486 | +2.6% | 0% | $52,839,593 |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.2% | 1,856,612 | -11% | 0.05% | $38,524,690 |
| Cetera Investment Advisers | 5.8% | 1,729,781 | +1.5% | 0.04% | $35,892,963 |
| ENVESTNET ASSET MANAGEMENT INC | 5.7% | 1,693,016 | +13% | 0.01% | $35,130,080 |
| TCP Asset Management, LLC | 4.7% | 1,397,278 | +47% | 3.7% | $28,993,510 |
| MANCHESTER FINANCIAL INC | 3.6% | 1,068,062 | +12% | 4.3% | $22,162,287 |
| Per Stirling Capital Management, LLC. | 2.9% | 880,325 | +19% | 2% | $18,266,736 |
| STEPHENS INC /AR/ | 2.5% | 761,660 | +80% | 0.2% | $15,804,440 |
| Kestra Advisory Services, LLC | 1.9% | 571,903 | +6.5% | 0.04% | $11,866,980 |
| Cambridge Investment Research Advisors, Inc. | 1.8% | 537,691 | +12% | 0.03% | $11,157,000 |
| Rehmann Capital Advisory Group | 1.6% | 489,871 | +32% | 0.53% | $10,164,837 |
| FIRST TRUST ADVISORS LP | 1.5% | 462,533 | +34% | 0.01% | $9,597,559 |
| &PARTNERS | 1.4% | 411,271 | +4.7% | 0.04% | $8,531,026 |
| HighTower Advisors, LLC | 1.3% | 389,839 | +16% | 0.01% | $8,089,172 |
| BENJAMIN EDWARDS INC | 1.2% | 366,373 | +15% | 0.08% | $7,603,045 |
| NewEdge Advisors, LLC | 1.2% | 366,000 | +198% | 0.03% | $7,594,498 |
| Mach-1 Financial Group, LLC | 1.2% | 360,331 | +15% | 2.6% | $7,476,879 |
| Owen LaRue, LLC | 0.97% | 290,546 | -10% | 2.3% | $6,028,824 |
| ASSETMARK, INC | 0.8% | 238,285 | +14% | 0.01% | $4,944,414 |
| Csenge Advisory Group | 0.79% | 237,188 | +4.6% | 0.23% | $4,921,650 |
| Janney Montgomery Scott LLC | 0.7% | 210,854 | +15% | 0.01% | $4,375,000 |
| Bank of New York Mellon Corp | 0.68% | 205,029 | +11% | 0% | $4,254,360 |
| Avior Wealth Management, LLC | 0.6% | 180,401 | 0.11% | $3,743,311 | |
| Sequent Planning LLC | 0.58% | 175,186 | +0.74% | 0.88% | $3,635,119 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 8,507,894 | $176,199,060 | -$10,734,493 | $20.71 | 63 |
| 2026 Q1 | 25,738,871 | $534,128,305 | +$39,110,544 | $20.75 | 125 |
| 2025 Q4 | 23,845,758 | $505,531,731 | +$80,558,031 | $21.20 | 116 |
| 2025 Q3 | 20,328,721 | $431,494,260 | +$53,910,055 | $21.23 | 109 |
| 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 |