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
143
Shares (Excl. Options)
26,056,063
Price
$21.57
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- Type / Class
- Equity / First Trust Long Duration Opportunities ETF
- Symbol
- LGOV
- Shares outstanding
- 30,659,883
- Price per share
- $21.74
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 26,056,063
- Total reported value
- $562,139,763
- % of total 13F portfolios
- 0%
- Share change
- +1,097,335
- Value change
- +$23,529,989
- Number of holders
- 143
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- LGOV - First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF is tracked under CUSIP 33738D606.
- 143 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 137 to 143 between Q4 2025 and Q1 2026.
- Reported value moved from $548,526,259 to $562,139,763.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 143 institutions filings for Q1 2026.
Investment Quick Answers
What is CUSIP 33738D606?
CUSIP 33738D606 identifies LGOV - First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D606:
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 31 Mar 2026, 143 institutional investors reported holding 26,056,063 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.
Top 25 Institutional Shareholders
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) together control 71% 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 | 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 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 26,056,063 | $562,139,763 | +$23,529,989 | $21.57 | 143 |
| 2025 Q4 | 25,130,289 | $548,526,259 | +$11,561,480 | $21.83 | 137 |
| 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 |
| 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 |