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
$21.82
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
24,997,519
Total reported value
$545,627,881
% of total 13F portfolios
0.01%
Share change
+517,478
Value change
+$11,345,011
Number of holders
134
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 31 Dec 2025, 134 institutional investors reported holding 24,997,519 shares of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV). This represents 82% 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 13% 3,889,011 +12% 0.02% $84,897,105
ROYAL BANK OF CANADA 6.1% 1,856,245 +3.9% 0.01% $40,521,000
RAYMOND JAMES FINANCIAL INC 4.1% 1,255,655 -25% 0.01% $27,410,949
MORGAN STANLEY 4% 1,224,161 +4.8% 0% $26,723,450
Comprehensive Wealth Management, LLC 3.7% 1,142,264 -21% 15% $24,935,623
GDS Wealth Management 3.4% 1,045,275 -2.5% 1.4% $22,818,353
Csenge Advisory Group 3.2% 974,216 +6.2% 0.96% $21,267,145
Walkner Condon Financial Advisors LLC 2.7% 842,312 +24% 2.6% $18,387,671
Cambridge Investment Research Advisors, Inc. 2.5% 781,716 -3.1% 0.05% $17,065,000
Financial Enhancement Group LLC 2.5% 773,034 -28% 2.2% $16,805,756
Stratos Investment Management, LLC 2.5% 756,610 +2.9% 0.66% $16,516,798
ENVESTNET ASSET MANAGEMENT INC 2.3% 720,153 +6.1% 0% $15,720,951
Marshall Financial Group, LLC 2.3% 716,276 +4.1% 3% $15,636,313
STEPHENS INC /AR/ 2.2% 671,371 +2.9% 0.18% $14,656,018
Integrated Wealth Concepts LLC 2.1% 655,358 +4.1% 0.17% $14,306,480
Tidemark, LLC 1.8% 566,126 3.5% $12,358,516
Concurrent Investment Advisors, LLC 1.8% 564,951 +1085% 0.14% $12,332,886
Cetera Investment Advisers 1.8% 559,085 +31% 0.01% $12,204,822
HighTower Advisors, LLC 1.2% 369,993 -40% 0.01% $8,076,942
Anderson Financial Strategies, LLC 1.1% 335,797 +3.6% 4.3% $7,330,449
Kingsview Wealth Management, LLC 1% 310,968 +379% 0.1% $6,788,431
TSFG, LLC 0.85% 259,713 +40% 0.85% $5,670,000
FIRST TRUST ADVISORS LP 0.85% 259,278 +22% 0% $5,660,043
Farther Finance Advisors, LLC 0.81% 247,321 +3.3% 0.06% $5,399,017
&PARTNERS 0.72% 221,203 -1.4% 0.03% $4,828,857

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 24,997,519 $545,627,881 +$11,345,011 $21.83 134
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