Latest Period
Q2 2026
Security Snapshot
FIRST TRUST EXCHANGE-TRADED FUND IV - Exchange Traded Fund (MGOV) Institutional Ownership
CUSIP: 33738D838
13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026
Institutions Reporting
33
Shares (Excl. Options)
5,526,544
Price
$20.19
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- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- MGOV
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 5,526,544
- Total 13F value
- $111,570,831
- Portfolio coverage rank
- 0%
- Share change
- +458,422
- Value change
- +$9,231,729
- Number of holders
- 33
- Shares outstanding
- 5,190,787
- SEC-reported price per share
- $19.95
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
- MGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - Exchange Traded Fund is tracked under CUSIP 33738D838.
- 33 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 32 to 33 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $102,768,775 to $111,570,831.
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 33 institutions filings for Q2 2026.
Security key
33738D838
Latest holder period
Q2 2026
13F holders
33
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D838:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
MGOV
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 20% | +8.4% | $21,086,119 | +$6,902,114 | 1,048,539 | +49% | TRUIST FINANCIAL CORP | 30 Jun 2026 |
| FIRST TRUST PORTFOLIOS LP | 4.5% | -20% | $3,716,740 | -$103,277 | 181,415 | -2.7% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 30 Jun 2026, 33 institutional investors reported holding 5,526,544 shares of FIRST TRUST EXCHANGE-TRADED FUND IV - Exchange Traded Fund (MGOV). This represents 106% of the company’s total 5,190,787 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
106%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 20% | 1,048,539 | +38% | 0.03% | $21,168,747 |
| ENVESTNET ASSET MANAGEMENT INC | 19% | 1,004,072 | +32% | 0% | $20,271,011 |
| LPL Financial LLC | 14% | 718,728 | +8.8% | 0% | $14,510,253 |
| COMMONWEALTH EQUITY SERVICES, LLC | 9% | 466,415 | +12% | 0.01% | $9,416,350 |
| Kingsview Wealth Management, LLC | 8.2% | 425,545 | +3.5% | 0.1% | $8,591,237 |
| STEPHENS INC /AR/ | 7.2% | 371,328 | +0.56% | 0.08% | $7,496,661 |
| FIRST TRUST ADVISORS LP | 4.9% | 251,777 | +0.85% | 0% | $5,083,075 |
| Cetera Investment Advisers | 4.4% | 226,101 | +9.7% | 0% | $4,564,701 |
| HARBOUR INVESTMENTS, INC. | 3.1% | 163,146 | -2.6% | 0.04% | $3,293,722 |
| SILVER OAK SECURITIES, INCORPORATED | 2.3% | 119,103 | +12% | 0.15% | $2,404,547 |
| Integrated Wealth Concepts LLC | 2.2% | 112,197 | +12% | 0.01% | $2,265,133 |
| OSAIC HOLDINGS, INC. | 2% | 102,849 | +35% | 0% | $2,076,416 |
| Ashton Thomas Private Wealth, LLC | 1.7% | 87,545 | +9.6% | 0.04% | $1,767,428 |
| NewEdge Advisors, LLC | 1.4% | 71,551 | +53% | 0% | $1,444,527 |
| JANE STREET GROUP, LLC | 1% | 54,099 | -73% | 0% | $1,092,194 |
| INSPIRION WEALTH ADVISORS, LLC | 0.96% | 49,852 | -8.7% | 0.12% | $1,004,323 |
| CITADEL ADVISORS LLC | 0.83% | 43,005 | 0% | $868,219 | |
| Steward Partners Investment Advisory, LLC | 0.56% | 29,271 | +59% | 0% | $590,946 |
| HRT FINANCIAL LP | 0.49% | 25,685 | 0% | $518,000 | |
| Kovack Advisors, Inc. | 0.47% | 24,450 | 0% | 0.02% | $492,572 |
| IFP Advisors, Inc | 0.45% | 23,100 | -3.7% | 0.01% | $466,361 |
| Cambridge Investment Research Advisors, Inc. | 0.38% | 19,652 | -3.2% | 0% | $397,000 |
| Harvest Investment Services, LLC | 0.33% | 17,017 | 0% | 0.05% | $343,553 |
| Advisory Services Network, LLC | 0.31% | 16,094 | 0% | 0% | $324,919 |
| IAMS WEALTH MANAGEMENT, LLC | 0.26% | 13,629 | -3.7% | 0.08% | $275,164 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q2 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 5,526,544 | $111,570,831 | +$9,231,729 | $20.19 | 33 |
| 2026 Q1 | 5,068,122 | $102,768,775 | +$24,329,394 | $20.28 | 32 |
| 2025 Q4 | 3,867,735 | $79,192,236 | +$7,996,701 | $20.48 | 29 |
| 2025 Q3 | 3,744,598 | $76,701,824 | +$15,564,316 | $20.47 | 32 |
| 2025 Q2 | 2,986,974 | $60,185,895 | +$3,311,310 | $20.15 | 26 |
| 2025 Q1 | 2,818,265 | $57,083,901 | +$6,455,863 | $20.26 | 19 |
| 2024 Q4 | 2,503,885 | $49,650,241 | +$554,192 | $19.83 | 21 |
| 2024 Q3 | 2,487,446 | $51,986,327 | +$17,246,303 | $20.87 | 18 |
| 2024 Q2 | 1,665,332 | $33,290,340 | +$4,284,247 | $19.99 | 14 |
| 2024 Q1 | 1,451,016 | $29,281,056 | +$9,800,060 | $20.18 | 10 |
| 2023 Q4 | 965,299 | $19,800,890 | +$6,503,214 | $20.52 | 8 |
| 2023 Q3 | 673,326 | $13,052,051 | +$13,052,051 | $19.38 | 8 |