First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF
US ˙ ARCA

SecurityFTCB / First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF
InstitutionBenjamin Edwards Inc
Latest Disclosed Ownership1,142,976 shares
Latest Disclosed Value $ 23,957,485
Benjamin Edwards Inc reports 40.23% increase in ownership of FTCB / First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF

On May 12, 2026 - Benjamin Edwards Inc filed a 13F-HR form disclosing ownership of 1,142,976 shares of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (US:FTCB) valued at $23,956,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 815,081 shares of First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF. This represents a change in shares of 40.23% during the quarter. The current value of the position is $23,808,190 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 33738D788 1,142,976 327,895 40.23 23,957 38.45 0.1305
2026-02-02 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 33738D788 815,081 240,531 41.86 17,305 41.33 0.1915
2025-10-23 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 33738D788 574,550 105,797 22.57 12,244 24.04 0.1384
2025-08-14 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 33738D788 468,753 182,997 64.04 9,872 64.57 0.1257
2025-05-12 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 33738D788 285,756 155,198 118.87 5,998 122.56 0.0838
2025-02-14 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 33738D788 130,558 90,377 224.92 2,696 210.48 0.0385
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 33738D788 40,181 40,181 869 0.0126
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.