Latest Period
Q1 2026
Security Snapshot
First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) Institutional Ownership
CUSIP: 33738D606
13F Institutional Holders and Ownership History from Q1 2019 to Q1 2026
Institutions Reporting
147
Shares (Excl. Options)
26,558,871
Price
$21.57
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- Security type / class
- Equity / First Trust Long Duration Opportunities ETF
- Symbol
- LGOV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 26,558,871
- Total 13F value
- $572,985,317
- Portfolio coverage rank
- 0%
- Share change
- +1,101,921
- Value change
- +$23,628,908
- Number of holders
- 147
- Shares outstanding
- 30,659,883
- SEC-reported price per share
- $21.38
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- LGOV - First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF is tracked under CUSIP 33738D606.
- 147 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 138 to 147 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $553,734,125 to $572,985,317.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 147 institutions filings for Q1 2026.
Security key
33738D606
Latest holder period
Q1 2026
13F holders
147
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D606:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
LGOV
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 8.6% | -17% | $57,292,529 | -$8,122,004 | 2,624,486 | -12% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Mar 2026, 147 institutional investors reported holding 26,558,871 shares of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV). This represents 87% of the company’s total 30,659,883 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
71%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 14% | 4,265,669 | +9.7% | 0.02% | $92,010,465 |
| ROYAL BANK OF CANADA | 6.6% | 2,020,458 | +8.8% | 0.01% | $43,581,000 |
| MORGAN STANLEY | 5.5% | 1,692,263 | +38% | 0% | $36,502,135 |
| Csenge Advisory Group | 3.7% | 1,135,800 | +17% | 1.1% | $24,499,212 |
| GDS Wealth Management | 3.5% | 1,086,109 | +3.9% | 1.4% | $23,427,371 |
| RAYMOND JAMES FINANCIAL INC | 3.3% | 1,015,230 | -19% | 0.01% | $21,898,510 |
| Stratos Investment Management, LLC | 3.1% | 936,203 | +24% | 0.81% | $20,193,909 |
| STEPHENS INC /AR/ | 2.8% | 870,712 | +30% | 0.23% | $18,781,266 |
| Walkner Condon Financial Advisors LLC | 2.7% | 840,755 | -0.18% | 2.4% | $18,135,080 |
| ENVESTNET ASSET MANAGEMENT INC | 2.7% | 812,608 | +13% | 0% | $17,527,948 |
| Cambridge Investment Research Advisors, Inc. | 2.6% | 807,356 | +3.3% | 0.04% | $17,415,000 |
| Cetera Investment Advisers | 2.5% | 767,082 | +37% | 0.02% | $16,545,956 |
| Marshall Financial Group, LLC | 2.3% | 696,277 | -2.8% | 2.4% | $15,018,695 |
| Tidemark, LLC | 2% | 600,468 | +6.1% | 3.3% | $12,952,086 |
| Concurrent Investment Advisors, LLC | 1.7% | 536,274 | -5.1% | 0.13% | $11,567,422 |
| Financial Enhancement Group LLC | 1.6% | 498,485 | -36% | 1.4% | $10,896,879 |
| Integrated Wealth Concepts LLC | 1.6% | 493,086 | -25% | 0.08% | $10,635,882 |
| CITADEL ADVISORS LLC | 1.6% | 479,638 | +1300% | 0.01% | $10,345,792 |
| FIRST TRUST ADVISORS LP | 1.3% | 394,526 | +52% | 0.01% | $8,509,936 |
| Centennial Wealth Advisory LLC | 1.3% | 394,494 | +109% | 2.1% | $8,509,228 |
| Anderson Financial Strategies, LLC | 1.1% | 339,240 | +1% | 4% | $7,283,483 |
| Kingsview Wealth Management, LLC | 0.97% | 296,664 | -4.6% | 0.09% | $6,399,042 |
| HighTower Advisors, LLC | 0.9% | 276,859 | -25% | 0.01% | $5,971,872 |
| Farther Finance Advisors, LLC | 0.89% | 272,486 | +10% | 0.06% | $5,872,073 |
| TSFG, LLC | 0.86% | 264,435 | +1.8% | 0.87% | $5,704,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
29
Latest
Q1 2026
Rows shown
1-25 of 29
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 26,558,871 | $572,985,317 | +$23,628,908 | $21.57 | 147 |
| 2025 Q4 | 25,368,854 | $553,734,125 | +$11,745,616 | $21.83 | 138 |
| 2025 Q3 | 24,481,917 | $532,567,756 | +$4,887,350 | $21.75 | 122 |
| 2025 Q2 | 25,094,063 | $536,607,431 | +$12,888,467 | $21.42 | 130 |
| 2025 Q1 | 24,583,126 | $527,844,614 | +$5,146,444 | $21.50 | 126 |
| 2024 Q4 | 23,233,259 | $483,925,203 | +$20,218,236 | $20.84 | 126 |
| 2024 Q3 | 22,195,625 | $496,667,875 | +$92,102,304 | $22.40 | 117 |
| 2024 Q2 | 18,155,871 | $381,688,202 | +$36,896,419 | $21.03 | 110 |
| 2024 Q1 | 16,323,243 | $348,811,249 | +$109,507,810 | $21.38 | 94 |
| 2023 Q4 | 10,265,566 | $226,978,064 | +$60,096,219 | $22.13 | 79 |
| 2023 Q3 | 7,479,663 | $151,687,409 | +$7,098,510 | $20.28 | 65 |
| 2023 Q2 | 7,094,625 | $157,829,803 | +$108,703,966 | $22.25 | 53 |
| 2023 Q1 | 2,208,297 | $50,384,953 | +$25,908,254 | $22.81 | 27 |
| 2022 Q4 | 1,013,951 | $22,204,326 | +$8,867,296 | $21.88 | 19 |
| 2022 Q3 | 608,283 | $13,502,066 | -$4,205,089 | $22.18 | 12 |
| 2022 Q2 | 781,103 | $33,871,913 | -$3,318,188 | $23.81 | 17 |
| 2022 Q1 | 917,084 | $23,678,279 | -$3,253,439 | $25.82 | 20 |
| 2021 Q4 | 1,008,055 | $27,982,699 | -$163,210 | $27.76 | 18 |
| 2021 Q3 | 1,014,694 | $27,985,000 | +$312,421 | $27.58 | 17 |
| 2021 Q2 | 1,002,503 | $27,905,000 | -$46,587 | $27.83 | 17 |
| 2021 Q1 | 1,004,881 | $26,989,000 | +$1,266,244 | $26.85 | 18 |
| 2020 Q4 | 814,921 | $23,663,009 | +$9,251,284 | $29.05 | 16 |
| 2020 Q3 | 496,042 | $14,733,934 | +$2,881,519 | $29.69 | 13 |
| 2020 Q2 | 398,994 | $11,962,952 | +$3,653,927 | $29.98 | 11 |
| 2020 Q1 | 278,813 | $8,083,000 | +$2,787,097 | $29.00 | 10 |