13F reference period
Q2 2026
Security Snapshot
First Trust Exchange-Traded Fund IV - First Trust Intermediate Government Opportunities ETF (MGOV) Institutional Ownership
CUSIP: 33738D838
13F Institutional Holders and Ownership History from Q3 2023 to Q3 2026
Institutions Reporting
33
Shares (Excl. Options)
5.53M
Full value: 5,526,544 · shares · 30 Jun 2026Price
$20.19
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / First Trust Intermediate Government Opportunities ETF
- 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
- 5,095,097
- SEC-reported price per share
- $19.17
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
Filing notes and source
Key facts
- MGOV - First Trust Exchange-Traded Fund IV - First Trust Intermediate Government Opportunities ETF 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 to
$102.77M
Full value: $102,768,775 · USD · 31 Mar 2026.$111.57M
Full value: $111,570,831 · USD · 30 Jun 2026
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
13F reference 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 | 19% | -6.5% | $18,296,964 | -$1,656,733 | 961,480 | -8.3% | TRUIST FINANCIAL CORP | 30 Sep 2026 |
| FIRST TRUST PORTFOLIOS LP | 5.1% | +16% | $4,983,729 | +$1,531,401 | 261,888 | +44% | First Trust Portfolios L.P. | 30 Sep 2026 |
As of 30 Jun 2026,
33
institutional investors reported holding
shares of
First Trust Exchange-Traded Fund IV - First Trust Intermediate Government Opportunities ETF (MGOV).
This represents
108%
of the company’s total
outstanding shares.
5.53M
Full value: 5,526,544 · shares · 30 Jun 20265.1M
Full value: 5,095,097 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
108%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 21% | 1,048,539 | +38% | 0.03% | $21,168,747 |
| ENVESTNET ASSET MANAGEMENT INC | 20% | 1,004,072 | +32% | 0% | $20,271,011 |
| LPL Financial LLC | 14% | 718,728 | +8.8% | 0% | $14,510,253 |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.2% | 466,415 | +12% | 0.01% | $9,416,350 |
| Kingsview Wealth Management, LLC | 8.4% | 425,545 | +3.5% | 0.1% | $8,591,237 |
| STEPHENS INC /AR/ | 7.3% | 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. | 3.2% | 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 | 1.1% | 54,099 | -73% | 0% | $1,092,194 |
| INSPIRION WEALTH ADVISORS, LLC | 0.98% | 49,852 | -8.7% | 0.12% | $1,004,323 |
| CITADEL ADVISORS LLC | 0.84% | 43,005 | 0% | $868,219 | |
| Steward Partners Investment Advisory, LLC | 0.57% | 29,271 | +59% | 0% | $590,946 |
| HRT FINANCIAL LP | 0.5% | 25,685 | 0% | $518,000 | |
| Kovack Advisors, Inc. | 0.48% | 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. | 0.39% | 19,652 | -3.2% | 0% | $397,000 |
| Harvest Investment Services, LLC | 0.33% | 17,017 | 0% | 0.05% | $343,553 |
| Advisory Services Network, LLC | 0.32% | 16,094 | 0% | 0% | $324,919 |
| IAMS WEALTH MANAGEMENT, LLC | 0.27% | 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
13
Headline period
Q2 2026
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,764,254 | $33,573,766 | +$972,793 | $19.03 | 9 |
| 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 |