Who Owns First Trust Exchange-Traded Fund IV (FSIG)? -- Institutional Holders (2026-06-30)
175 institutions reported holding $1.01B of First Trust Exchange-Traded Fund IV (FSIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($233.7M), LPL Financial LLC ($158.8M), WELLS FARGO & COMPANY/MN ($72.2M), FIRST TRUST ADVISORS LP ($54.5M), Csenge Advisory Group ($40.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $233.7M | 12.4M | Added |
| 2 | LPL Financial LLC | $158.8M | 8.4M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $72.2M | 3.8M | Added |
| 4 | FIRST TRUST ADVISORS LP | $54.5M | 2.9M | Trimmed |
| 5 | Csenge Advisory Group | $40.2M | 2.1M | Added |
| 6 | Royal Bank of Canada | $39.8M | 2.1M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $37.2M | 2.0M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $31.5M | 1.7M | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $19.2M | 1.0M | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $19.0M | 1.0M | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $18.9M | 1.0M | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.8M | 942,594 | Added |
| 13 | Cetera Investment Advisers | $16.9M | 894,818 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $14.9M | 790,413 | Added |
| 15 | CITADEL ADVISORS LLC | $10.6M | 562,561 | New |
| 16 | Vestmark Advisory Solutions, Inc. | $10.4M | 554,003 | Hold |
| 17 | GOLDMAN SACHS GROUP INC | $10.1M | 536,341 | New |
| 18 | ASSETMARK, INC | $10.1M | 534,714 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $9.3M | 491,286 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $9.0M | 478,165 | Trimmed |
| 21 | OLD MISSION CAPITAL LLC | $8.6M | 454,135 | New |
| 22 | NewEdge Advisors, LLC | $7.1M | 375,737 | Trimmed |
| 23 | STEPHENS INC /AR/ | $6.7M | 356,844 | Added |
| 24 | Evergreen Wealth Solutions, LLC | $6.5M | 344,453 | New |
| 25 | TCP Asset Management, LLC | $6.0M | 317,321 | Added |
Source: SEC Form 13F filings · as of 2026-06-30