FIRST TRUST EXCHANGE-TRADED FUND IV - LQTI

Sector: Funds · Industry: ETF / Fund
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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$194.5M
QoQ value delta ($000)
+$75.64M (+63.66%)
Implied price effect (QoQ)
-1.41%
Shares
Total shares
9,666,780
QoQ shares delta
+3,843,261 (+66.0%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
GUARDIAN WEALTH ADVISORS, LLC / NC 38,322 1,904,709 2.38%
Aptus Capital Advisors, LLC 38,035 1,890,415 0.27%
COMMONWEALTH EQUITY SERVICES, LLC 23,635 1,174,736 0.03%
Rise Advisors, LLC 16,649 827,524 5.94%
Janney Montgomery Scott LLC 10,892 541,328 0.02%
Cooper Capital Advisors LLC 10,362 515,040 6.52%
CREATIVE FINANCIAL DESIGNS INC /ADV 8,972 445,943 0.57%
Cetera Investment Advisers 4,172 207,403 0.0%
GREAT VALLEY ADVISOR GROUP, INC. 4,011 199,341 0.08%
Sulzberger Capital Advisors, Inc. 3,669 182,357 3.71%
Mutual Advisors, LLC 3,570 177,445 0.08%
Prosperity Financial Group, Inc. 3,441 171,043 1.24%
JANE STREET GROUP, LLC 3,229 160,536 0.0%
Delta Investment Management, LLC 3,061 152,155 0.53%
Independent Wealth Network Inc. 2,229 110,790 0.68%
Insight Advisors, LLC/ PA 2,086 103,711 0.32%
SageGuard Financial Group, LLC 1,765 87,769 0.28%
Advisory Services Network, LLC 1,754 87,201 0.02%
American Financial Advisors, LLC 1,636 81,333 0.21%
ENVESTNET ASSET MANAGEMENT INC 1,357 67,466 0.0%
OneDigital Investment Advisors LLC 1,218 60,579 0.01%
NewEdge Advisors, LLC 1,076 53,510 0.0%
Kingsview Wealth Management, LLC 927 46,118 0.01%
Capital Investment Advisory Services, LLC 843 41,930 0.06%
Wealth Watch Advisors, INC 788 39,170 0.29%