Latest Period
Q1 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
32
Shares (Excl. Options)
5,068,122
Price
$20.28
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- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- MGOV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,068,122
- Total 13F value
- $102,768,775
- Portfolio coverage rank
- 0%
- Share change
- +1,200,387
- Value change
- +$24,329,394
- Number of holders
- 32
- Shares outstanding
- 5,190,787
- SEC-reported price per share
- $19.98
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.
- 32 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 32 to 14 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $102,768,775 to $42,836,060.
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 32 institutions filings for Q1 2026.
Security key
33738D838
Latest holder period
Q1 2026
13F holders
32
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 31 Mar 2026, 32 institutional investors reported holding 5,068,122 shares of FIRST TRUST EXCHANGE-TRADED FUND IV - Exchange Traded Fund (MGOV). This represents 98% 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
97%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 15% | 758,136 | -5.8% | 0% | $15,373,017 |
| TRUIST FINANCIAL CORP | 15% | 757,071 | +5.8% | 0.02% | $15,351,422 |
| LPL Financial LLC | 13% | 660,423 | +220% | 0% | $13,391,651 |
| COMMONWEALTH EQUITY SERVICES, LLC | 8% | 416,307 | -14% | 0.01% | $8,441,620 |
| Kingsview Wealth Management, LLC | 7.9% | 411,346 | -4.7% | 0.11% | $8,341,037 |
| STEPHENS INC /AR/ | 7.1% | 369,248 | 0.09% | $7,487,393 | |
| FIRST TRUST ADVISORS LP | 4.8% | 249,647 | +38% | 0% | $5,062,192 |
| Cetera Investment Advisers | 4% | 206,115 | +8.5% | 0% | $4,179,475 |
| JANE STREET GROUP, LLC | 3.9% | 202,402 | 0% | $4,104,186 | |
| HARBOUR INVESTMENTS, INC. | 3.2% | 167,459 | +8.6% | 0.05% | $3,395,633 |
| HighTower Advisors, LLC | 2.1% | 111,220 | -17% | 0% | $2,255,321 |
| SILVER OAK SECURITIES, INCORPORATED | 2% | 106,302 | 0.16% | $2,155,528 | |
| Integrated Wealth Concepts LLC | 1.9% | 100,429 | +4.8% | 0.02% | $2,036,439 |
| Ashton Thomas Private Wealth, LLC | 1.5% | 79,852 | +32% | 0.04% | $1,619,191 |
| OSAIC HOLDINGS, INC. | 1.5% | 76,137 | +231% | 0% | $1,543,893 |
| Narwhal Capital Management | 1.1% | 58,576 | +38% | 0.09% | $1,187,770 |
| INSPIRION WEALTH ADVISORS, LLC | 1.1% | 54,622 | -16% | 0.14% | $1,107,592 |
| GOLDMAN SACHS GROUP INC | 0.94% | 48,892 | 0% | $991,403 | |
| NewEdge Advisors, LLC | 0.9% | 46,852 | +108% | 0% | $950,032 |
| Janney Montgomery Scott LLC | 0.65% | 33,660 | -6.6% | 0% | $683,000 |
| Kovack Advisors, Inc. | 0.47% | 24,450 | +100% | 0.03% | $495,443 |
| IFP Advisors, Inc | 0.46% | 23,977 | -24% | 0.01% | $486,191 |
| Cambridge Investment Research Advisors, Inc. | 0.39% | 20,301 | +19% | 0% | $412,000 |
| Steward Partners Investment Advisory, LLC | 0.35% | 18,410 | 0% | $373,307 | |
| Harvest Investment Services, LLC | 0.33% | 17,017 | -6.9% | 0.06% | $345,061 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,121,918 | $42,836,060 | +$5,742,276 | $20.19 | 14 |
| 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 |