| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 8.2% | -23% | $7,276,429 | -$451,902 | 187,489 | -5.8% | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 30 Sep 2025, 60 institutional investors reported holding 1,200,969 shares of First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF (FCVT). This represents 52% of the company’s total 2,300,479 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF (FCVT) together control 48% 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 | 8.2% | 187,627 | +11% | 0% | $8,024,362 |
| Concurrent Investment Advisors, LLC | 7.1% | 163,784 | -46% | 0.12% | $7,004,649 |
| JANE STREET GROUP, LLC | 3.9% | 90,808 | -32% | 0% | $3,883,640 |
| RAYMOND JAMES FINANCIAL INC | 3.9% | 89,532 | +3.3% | 0% | $3,829,077 |
| MORGAN STANLEY | 3.5% | 79,731 | -0.07% | 0% | $3,409,917 |
| ROYAL BANK OF CANADA | 2.6% | 59,271 | +0.84% | 0% | $2,535,000 |
| Proactive Wealth Strategies LLC | 1.9% | 43,133 | +0.9% | 0.79% | $1,844,713 |
| BANK OF AMERICA CORP /DE/ | 1.8% | 40,958 | +5.6% | 0% | $1,751,672 |
| OSAIC HOLDINGS, INC. | 1.7% | 37,996 | +143% | 0% | $1,551,931 |
| Kestra Advisory Services, LLC | 1.4% | 33,259 | -15% | 0.01% | $1,422,395 |
| Cetera Investment Advisers | 1.3% | 30,503 | -0.01% | 0% | $1,304,546 |
| Milestones Private Investment Advisors LLC | 1.3% | 30,234 | -5.8% | 0.88% | $1,293,036 |
| CWM, LLC | 1.3% | 29,576 | -15% | 0% | $1,265,000 |
| D.A. DAVIDSON & CO. | 1.1% | 25,858 | +6.4% | 0.01% | $1,105,884 |
| Tidemark, LLC | 0.98% | 22,546 | 0% | 0.28% | $964,239 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.92% | 21,243 | -23% | 0% | $908,512 |
| RiverTree Advisors, LLC | 0.68% | 15,751 | 0.43% | $673,632 | |
| OneDigital Investment Advisors LLC | 0.63% | 14,549 | -1.5% | 0.01% | $622,226 |
| Cambridge Investment Research Advisors, Inc. | 0.61% | 14,090 | -3% | 0% | $603,000 |
| Stratos Wealth Partners, LTD. | 0.6% | 13,780 | +2.6% | 0.01% | $589,345 |
| JPMORGAN CHASE & CO | 0.56% | 12,874 | -0.69% | 0% | $550,590 |
| SkyOak Wealth, LLC | 0.5% | 11,536 | 0% | 0.09% | $493,367 |
| Synergy Asset Management, LLC | 0.5% | 11,414 | 0.02% | $488,149 | |
| Coppell Advisory Solutions LLC | 0.47% | 10,846 | 0% | 0.05% | $463,293 |
| American Financial Advisors, LLC | 0.39% | 8,862 | -2.8% | 0.05% | $378,988 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 153,956 | $6,625,794 | +$3,652,268 | $43.03 | 10 |
| 2025 Q3 | 1,200,969 | $51,289,197 | -$11,547,198 | $42.77 | 60 |
| 2025 Q2 | 1,483,231 | $57,560,478 | +$6,429,546 | $38.81 | 55 |
| 2025 Q1 | 1,288,668 | $44,990,591 | -$7,376,567 | $34.91 | 51 |
| 2024 Q4 | 1,492,617 | $54,918,138 | +$8,450,591 | $36.79 | 49 |
| 2024 Q3 | 1,073,912 | $37,349,655 | -$6,462,120 | $35.70 | 41 |
| 2024 Q2 | 1,113,833 | $37,736,195 | +$1,207,026 | $33.88 | 42 |
| 2024 Q1 | 1,156,642 | $39,411,174 | -$17,340,794 | $34.09 | 41 |
| 2023 Q4 | 1,589,933 | $52,991,355 | +$14,635,080 | $33.33 | 47 |
| 2023 Q3 | 1,136,279 | $35,304,373 | -$16,094,928 | $31.07 | 40 |
| 2023 Q2 | 1,648,763 | $53,849,747 | -$8,061,662 | $32.66 | 42 |
| 2023 Q1 | 1,852,539 | $59,110,114 | -$29,807,976 | $31.91 | 45 |
| 2022 Q4 | 2,836,155 | $89,892,695 | -$14,878,340 | $31.69 | 61 |
| 2022 Q3 | 3,259,147 | $101,527,793 | +$5,987,595 | $31.15 | 65 |
| 2022 Q2 | 3,064,325 | $96,864,396 | -$26,173,596 | $31.60 | 67 |
| 2022 Q1 | 3,774,945 | $145,438,729 | +$14,533,499 | $38.75 | 66 |
| 2021 Q4 | 3,118,462 | $129,127,666 | -$24,014,600 | $41.42 | 75 |
| 2021 Q3 | 3,485,603 | $177,161,160 | +$7,318,243 | $50.78 | 73 |
| 2021 Q2 | 3,475,649 | $179,340,550 | +$15,783,943 | $51.60 | 74 |
| 2021 Q1 | 3,178,658 | $160,188,914 | -$15,059,417 | $50.22 | 75 |
| 2020 Q4 | 3,531,742 | $173,334,000 | +$5,669,070 | $48.96 | 71 |
| 2020 Q3 | 2,935,455 | $118,235,304 | +$4,620,265 | $40.31 | 60 |
| 2020 Q2 | 2,814,375 | $100,675,106 | -$14,665,750 | $35.49 | 54 |
| 2020 Q1 | 3,241,828 | $93,926,497 | -$17,166,309 | $28.59 | 45 |
| 2019 Q4 | 3,767,393 | $124,014,080 | +$26,379,010 | $33.09 | 55 |
| 2019 Q3 | 2,966,120 | $92,538,897 | +$574,847 | $31.20 | 52 |
| 2019 Q2 | 2,952,283 | $92,575,860 | +$3,738,342 | $31.35 | 53 |
| 2019 Q1 | 2,878,824 | $87,549,474 | +$1,422,294 | $30.40 | 51 |
| 2018 Q4 | 2,844,593 | $78,291,606 | -$7,980,430 | $27.52 | 45 |
| 2018 Q3 | 2,849,399 | $87,640,052 | +$6,652 | $30.79 | 47 |
| 2018 Q2 | 2,879,461 | $85,667,917 | +$21,669,642 | $29.76 | 46 |
| 2018 Q1 | 2,154,669 | $62,966,923 | +$21,333,494 | $29.24 | 40 |
| 2017 Q4 | 1,380,336 | $39,559,706 | +$875,386 | $28.66 | 29 |
| 2017 Q3 | 1,347,761 | $38,627,159 | +$4,802,766 | $28.66 | 25 |
| 2017 Q2 | 1,213,506 | $33,601,705 | +$9,248,880 | $27.69 | 20 |
| 2017 Q1 | 879,495 | $23,732,822 | +$7,023,622 | $26.98 | 15 |
| 2016 Q4 | 619,209 | $16,101,000 | +$11,607,412 | $26.00 | 9 |
| 2016 Q3 | 176,176 | $4,493,000 | -$84,948 | $26.00 | 5 |
| 2016 Q2 | 179,800 | $4,405,000 | $0 | $24.00 | 3 |
| 2016 Q1 | 179,771 | $4,336,000 | -$285,000 | $24.06 | 4 |
| 2015 Q4 | 191,183 | $4,693,000 | +$4,693,000 | $24.55 | 3 |