First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / First Trust Long Duration Opportunities ETF
Symbol
LGOV
Shares outstanding
30,659,883
Price per share
$21.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
24,472,628
Total reported value
$532,365,712
% of total 13F portfolios
0.01%
Share change
+197,659
Value change
+$4,685,310
Number of holders
121
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) based on Schedule 13D/G filings

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 Sep 2025, 121 institutional investors reported holding 24,472,628 shares of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV). This represents 80% of the company’s total 30,659,883 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) together control 68% 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 11% 3,487,451 +29% 0.02% $75,852,047
ROYAL BANK OF CANADA 5.8% 1,786,444 +49% 0.01% $38,855,000
RAYMOND JAMES FINANCIAL INC 5.5% 1,678,265 -1.7% 0.01% $36,502,265
Comprehensive Wealth Management, LLC 4.7% 1,451,311 -8.1% 22% $31,566,014
MORGAN STANLEY 3.8% 1,167,791 +3.9% 0% $25,399,466
GDS Wealth Management 3.5% 1,071,792 +5.6% 1.5% $23,311,476
Financial Enhancement Group LLC 3.5% 1,069,400 -8% 3.1% $23,387,770
Csenge Advisory Group 3% 917,512 +1.8% 0.95% $19,955,885
Cambridge Investment Research Advisors, Inc. 2.6% 806,492 -3.4% 0.05% $17,541,000
Stratos Investment Management, LLC 2.4% 735,206 0.66% $15,990,746
Marshall Financial Group, LLC 2.2% 687,784 +1% 2.9% $14,959,295
ENVESTNET ASSET MANAGEMENT INC 2.2% 678,584 +6.7% 0% $14,759,213
Walkner Condon Financial Advisors LLC 2.2% 677,378 +26% 2.3% $14,732,972
STEPHENS INC /AR/ 2.1% 652,142 +2.2% 0.18% $14,184,083
Integrated Wealth Concepts LLC 2.1% 629,304 +62% 0.12% $13,687,423
HighTower Advisors, LLC 2% 611,568 -28% 0.02% $13,301,628
COMMONWEALTH EQUITY SERVICES, LLC 1.7% 526,944 +3.4% 0.01% $11,461,000
Cetera Investment Advisers 1.4% 426,799 +38% 0.01% $9,282,889
Anderson Financial Strategies, LLC 1.1% 324,095 +10% 4.2% $7,049,066
OSAIC HOLDINGS, INC. 0.98% 299,044 -13% 0.01% $6,438,477
ARVEST INVESTMENTS, INC. 0.93% 284,877 +14% 0.89% $6,196,088
Farther Finance Advisors, LLC 0.78% 239,319 +1.7% 0.08% $5,205,188
NewEdge Advisors, LLC 0.73% 224,775 -5.2% 0.02% $4,888,853
&PARTNERS 0.73% 224,248 -13% 0.03% $4,881,154
FIRST TRUST ADVISORS LP 0.69% 212,833 +10% 0% $4,629,117

Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,226,904 $70,448,417 +$3,969,308 $21.83 22
2025 Q3 24,472,628 $532,365,712 +$4,685,310 $21.75 121
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
2019 Q4 184,052 $4,987,000 -$2,079,497 $27.10 8
2019 Q3 260,795 $7,331,000 +$1,469,797 $28.10 7
2019 Q2 208,483 $5,695,000 +$314,044 $27.32 3
2019 Q1 197,001 $5,147,000 +$5,147,000 $26.13 1