Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / First Trust SSI Strategic Convertible Securities ETF
-
Shares outstanding
-
2,300,479
-
Total 13F shares
-
736,207
-
Share change
-
+282,970
-
Total reported value
-
$31,682,591
-
Price per share
-
$43.03
-
Number of holders
-
37
-
Value change
-
+$12,178,168
-
Number of buys
-
17
-
Number of sells
-
10
Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q4 2025
As of 31 Dec 2025,
First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF (FCVT) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
736,207 shares.
The largest 10 holders included
Concurrent Investment Advisors, LLC, Private Advisory Group LLC, Proactive Wealth Strategies LLC, Cambridge Investment Research Advisors, Inc., Plus Group Wealth Advisors LLC, Milestones Private Investment Advisors LLC, D.A. DAVIDSON & CO., TRUIST FINANCIAL CORP, RiverTree Advisors, LLC, and Stratos Wealth Partners, LTD..
This page lists
37
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.