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
$28.28
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,876,611
Total reported value
$297,481,309
% of total 13F portfolios
0%
Share change
+2,123,917
Value change
+$53,231,983
Number of holders
111
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 31 Dec 2025, 111 institutional investors reported holding 11,876,611 shares of FIRST TRUST EXCHANGE-TRADED FUND - Exchange Traded Fund (IGLD). This represents 66% 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 55% 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 8.4% 1,522,405 +36% 0.01% $38,075,342
ENVESTNET ASSET MANAGEMENT INC 6.8% 1,235,377 +21% 0.01% $30,896,774
TRUIST FINANCIAL CORP 5% 903,290 +1.8% 0.03% $22,591,284
Luken Investment Analytics, LLC 4.7% 849,185 +0.64% 8.4% $21,238,117
Kestra Advisory Services, LLC 4.2% 751,169 +2.7% 0.08% $18,786,744
Hilton Capital Management, LLC 3.3% 603,486 +158% 1.1% $15,093,189
Cetera Investment Advisers 2.6% 461,088 +21% 0.01% $11,531,839
HFG Wealth Management, LLC 2.3% 421,007 -5.7% 5.8% $10,529,391
COMMONWEALTH EQUITY SERVICES, LLC 2.1% 378,815 +867% 0.01% $9,474,153
OSAIC HOLDINGS, INC. 1.9% 350,999 +7.2% 0.01% $8,778,843
Thrive Capital Management, LLC 1.7% 298,224 -2.9% 1.7% $7,458,575
XML Financial, LLC 1.6% 284,164 +6.9% 0.58% $7,106,948
Cavalier Investments, LLC 1.3% 235,347 0% 1.8% $5,886,028
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.1% 204,404 +33% 0.01% $5,265,440
Sanctuary Advisors, LLC 1.1% 201,204 +2.5% 0.03% $5,032,124
Cambridge Investment Research Advisors, Inc. 0.94% 169,572 +22% 0.01% $4,241,000
Janney Montgomery Scott LLC 0.91% 164,698 +32% 0.01% $4,119,000
Insight Advisors, LLC/ PA 0.9% 162,555 +9.7% 0.62% $4,065,518
3EDGE Asset Management, LP 0.85% 153,053 +5.2% 0.2% $3,827,853
Snowden Capital Advisors LLC 0.79% 141,841 +32% 0.09% $3,547,466
Prostatis Group LLC 0.6% 109,101 -12% 0.65% $2,728,619
RiverTree Advisors, LLC 0.6% 108,338 +1.9% 1.7% $2,709,533
CARY STREET PARTNERS FINANCIAL LLC 0.55% 99,089 +16% 0.06% $2,478,219
CORRADO ADVISORS, LLC 0.52% 94,722 -10% 1.2% $2,368,997
BENJAMIN EDWARDS INC 0.52% 93,972 +495% 0.03% $2,350,426

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 11,876,611 $297,481,309 +$53,231,983 $25.01 111
2025 Q3 9,694,255 $231,658,169 +$36,315,050 $23.94 94
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