Latest Period
Q2 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 Q2 2026
Institutions Reporting
155
Shares (Excl. Options)
26,161,203
Price
$21.40
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- Security type / class
- Equity / First Trust Long Duration Opportunities ETF
- Symbol
- LGOV
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 26,161,203
- Total 13F value
- $559,720,798
- Portfolio coverage rank
- 0%
- Share change
- -535,086
- Value change
- -$11,481,014
- Number of holders
- 155
- Shares outstanding
- 30,659,883
- SEC-reported price per share
- $20.96
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.
- 155 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 148 to 155 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $573,077,552 to $559,720,798.
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 155 institutions filings for Q2 2026.
Security key
33738D606
Latest holder period
Q2 2026
13F holders
155
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 30 Jun 2026, 155 institutional investors reported holding 26,161,203 shares of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV). This represents 85% 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
68%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 14% | 4,147,654 | -2.8% | 0.02% | $88,759,780 |
| ROYAL BANK OF CANADA | 6.9% | 2,114,701 | +4.7% | 0.01% | $45,255,000 |
| MORGAN STANLEY | 5.9% | 1,824,095 | +7.8% | 0% | $39,035,656 |
| GDS Wealth Management | 3.7% | 1,136,196 | +4.6% | 1.2% | $24,314,594 |
| CITADEL ADVISORS LLC | 3.4% | 1,052,410 | +119% | 0.01% | $22,521,574 |
| Stratos Investment Management, LLC | 3.3% | 1,018,281 | +8.8% | 0.79% | $21,791,218 |
| Walkner Condon Financial Advisors LLC | 3.1% | 937,471 | +12% | 2.3% | $20,061,878 |
| STEPHENS INC /AR/ | 2.8% | 873,428 | +0.31% | 0.21% | $18,691,349 |
| Cetera Investment Advisers | 2.7% | 834,214 | +8.8% | 0.02% | $17,852,179 |
| ENVESTNET ASSET MANAGEMENT INC | 2.7% | 827,103 | +1.8% | 0% | $17,700,006 |
| Cambridge Investment Research Advisors, Inc. | 2.4% | 735,433 | -8.9% | 0.04% | $15,738,000 |
| Concurrent Investment Advisors, LLC | 1.9% | 571,686 | +6.6% | 0.1% | $12,234,064 |
| Integrated Wealth Concepts LLC | 1.7% | 535,772 | +8.7% | 0.07% | $11,465,516 |
| Financial Enhancement Group LLC | 1.6% | 494,720 | -0.76% | 1.3% | $10,587,004 |
| RAYMOND JAMES FINANCIAL INC | 1.5% | 459,940 | -55% | 0% | $9,842,716 |
| Csenge Advisory Group | 1.5% | 457,557 | -60% | 0.4% | $9,791,724 |
| FIRST TRUST ADVISORS LP | 1.4% | 434,003 | +10% | 0.01% | $9,287,656 |
| Anderson Financial Strategies, LLC | 1.2% | 368,715 | +8.7% | 4.1% | $7,761,451 |
| Tidemark, LLC | 1.1% | 350,699 | -42% | 1.7% | $7,504,963 |
| Kingsview Wealth Management, LLC | 1% | 311,802 | +5.1% | 0.08% | $6,672,563 |
| &PARTNERS | 1% | 309,722 | +44% | 0.03% | $6,628,059 |
| Centennial Wealth Advisory LLC | 0.85% | 261,399 | -34% | 1.2% | $5,593,853 |
| Heck Capital Advisors, LLC | 0.83% | 255,230 | 0.33% | $5,461,932 | |
| Farther Finance Advisors, LLC | 0.77% | 236,943 | -13% | 0.04% | $5,070,580 |
| OSAIC HOLDINGS, INC. | 0.72% | 221,507 | +75% | 0.01% | $4,740,051 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
30
Latest
Q2 2026
Rows shown
1-25 of 30
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 26,161,203 | $559,720,798 | -$11,481,014 | $21.40 | 155 |
| 2026 Q1 | 26,563,147 | $573,077,552 | +$23,612,946 | $21.57 | 148 |
| 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 |