FIRST TRUST EXCHANGE-TRADED FUND - Exchange Traded Fund (IGLD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2021 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
IGLD
Shares outstanding
18,065,800
Price per share
$25.01
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,633,610
Total reported value
$230,321,248
% of total 13F portfolios
0%
Share change
+1,409,690
Value change
+$36,297,119
Number of holders
92
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIRST TRUST EXCHANGE-TRADED FUND - Exchange Traded Fund (IGLD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 5% -22% $22,591,283 +$409,789 903,290 +1.8% TRUIST FINANCIAL CORP 31 Dec 2025

As of 30 Sep 2025, 92 institutional investors reported holding 9,633,610 shares of FIRST TRUST EXCHANGE-TRADED FUND - Exchange Traded Fund (IGLD). This represents 53% of the company’s total 18,065,800 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND - Exchange Traded Fund (IGLD) together control 46% 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 6.2% 1,116,883 +166% 0.01% $26,738,167
ENVESTNET ASSET MANAGEMENT INC 5.7% 1,023,577 +218% 0.01% $24,504,435
TRUIST FINANCIAL CORP 4.9% 886,905 +208% 0.03% $21,232,505
Luken Investment Analytics, LLC 4.7% 843,757 +21% 7.9% $20,199,543
Kestra Advisory Services, LLC 4% 731,359 -1.4% 0.08% $17,508,727
HFG Wealth Management, LLC 2.5% 446,587 -5.5% 5.8% $10,691,299
Cetera Investment Advisers 2.1% 380,464 +111% 0.01% $9,108,326
OSAIC HOLDINGS, INC. 1.8% 327,550 +31% 0.01% $7,421,279
Thrive Capital Management, LLC 1.7% 307,006 +24% 1.9% $7,349,733
XML Financial, LLC 1.5% 265,911 +1.1% 0.52% $6,365,906
Cavalier Investments, LLC 1.3% 235,347 2.3% $5,634,208
Hilton Capital Management, LLC 1.3% 234,356 0.45% $5,610,483
Sanctuary Advisors, LLC 1.1% 196,289 +12% 0.03% $4,699,154
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.85% 153,684 +245% 0.01% $3,751,423
Insight Advisors, LLC/ PA 0.82% 148,201 +4.6% 0.54% $3,548,190
3EDGE Asset Management, LP 0.8% 145,425 -29% 0.2% $3,481,472
Cambridge Investment Research Advisors, Inc. 0.77% 138,659 +26% 0.01% $3,319,000
Janney Montgomery Scott LLC 0.69% 124,945 +35% 0.01% $2,991,000
Prostatis Group LLC 0.69% 124,033 -9.1% 0.74% $2,969,360
Snowden Capital Advisors LLC 0.59% 107,053 +19% 0.07% $2,562,858
RiverTree Advisors, LLC 0.59% 106,339 +60% 1.6% $2,545,756
CORRADO ADVISORS, LLC 0.58% 105,600 +1.6% 1.4% $2,528,054
CARY STREET PARTNERS FINANCIAL LLC 0.47% 85,192 +23% 0.05% $2,039,496
Marion Wealth Management 0.42% 75,713 +1% 0.43% $1,812,573
HighTower Advisors, LLC 0.41% 73,878 -0.49% 0% $1,768,639

Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND - Exchange Traded Fund (IGLD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 876,569 $22,076,292 +$152,981 $25.01 11
2025 Q3 9,633,610 $230,321,248 +$36,297,119 $23.94 92
2025 Q2 8,205,372 $177,774,428 +$52,620,317 $21.71 72
2025 Q1 5,781,776 $120,192,569 +$12,837,402 $20.97 64
2024 Q4 5,366,595 $102,845,597 +$16,486,798 $18.88 67
2024 Q3 4,468,783 $95,585,302 +$9,843,046 $21.57 56
2024 Q2 4,013,180 $80,373,050 +$6,789,860 $20.02 50
2024 Q1 3,569,833 $70,288,430 +$1,906,614 $19.69 42
2023 Q4 3,464,615 $66,556,279 +$5,675,827 $19.22 43
2023 Q3 2,693,090 $48,782,284 +$1,494,335 $18.11 36
2023 Q2 2,541,782 $48,620,210 +$23,350,954 $19.13 35
2023 Q1 1,789,677 $35,374,005 +$1,443,561 $19.76 28
2022 Q4 1,253,352 $23,902,634 +$370,299 $19.04 23
2022 Q3 1,159,094 $21,131,064 +$633,425 $18.22 23
2022 Q2 1,122,157 $22,216,614 +$3,214,001 $19.84 21
2022 Q1 959,376 $20,427,127 +$4,812,006 $21.33 16
2021 Q4 729,935 $14,863,365 +$534,096 $20.37 14
2021 Q3 703,706 $13,964,707 +$4,108,079 $19.83 12
2021 Q2 496,027 $9,972,396 +$7,294,713 $20.08 10
2021 Q1 133,331 $2,650,000 +$2,650,000 $19.86 4