| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 19% | +217% | $14,501,400 | +$11,469,519 | 705,321 | +378% | TRUIST FINANCIAL CORP | 30 Nov 2025 |
| 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 Dec 2025, 29 institutional investors reported holding 3,867,735 shares of First Trust Exchange-Traded Fund IV - First Trust Intermediate Government Opportunities ETF (MGOV). This represents 96% of the company’s total 4,049,442 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Intermediate Government Opportunities ETF (MGOV) together control 95% 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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 20% | 805,139 | +182% | 0% | $16,485,215 |
| TRUIST FINANCIAL CORP | 18% | 715,577 | +246% | 0.02% | $14,651,433 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12% | 483,473 | +11% | 0.01% | $9,899,120 |
| Kingsview Wealth Management, LLC | 11% | 431,624 | +43% | 0.13% | $8,837,503 |
| LPL Financial LLC | 5.1% | 206,164 | +5.4% | 0% | $4,221,200 |
| Cetera Investment Advisers | 4.7% | 189,957 | +450% | 0% | $3,889,377 |
| FIRST TRUST ADVISORS LP | 4.5% | 181,415 | -8.2% | 0% | $3,714,472 |
| HARBOUR INVESTMENTS, INC. | 3.8% | 154,185 | +21% | 0.06% | $3,156,938 |
| HighTower Advisors, LLC | 3.3% | 133,946 | +0.45% | 0% | $2,742,550 |
| Integrated Wealth Concepts LLC | 2.4% | 95,786 | +12% | 0.02% | $1,961,219 |
| INSPIRION WEALTH ADVISORS, LLC | 1.6% | 65,060 | -48% | 0.16% | $1,332,104 |
| Ashton Thomas Private Wealth, LLC | 1.5% | 60,424 | +18% | 0.03% | $1,237,181 |
| IAMS WEALTH MANAGEMENT, LLC | 1.2% | 49,786 | 0.37% | $1,019,386 | |
| Narwhal Capital Management | 1% | 42,453 | +3.5% | 0.06% | $869,232 |
| Prospera Financial Services Inc | 0.99% | 39,937 | +10% | 0.01% | $817,528 |
| Janney Montgomery Scott LLC | 0.89% | 36,026 | 0% | $738,000 | |
| IFP Advisors, Inc | 0.78% | 31,658 | -4.1% | 0.01% | $648,198 |
| OSAIC HOLDINGS, INC. | 0.57% | 23,000 | +169% | 0% | $470,942 |
| NewEdge Advisors, LLC | 0.56% | 22,572 | +547% | 0% | $462,168 |
| AE Wealth Management LLC | 0.53% | 21,607 | -7.7% | 0% | $442,399 |
| Harvest Investment Services, LLC | 0.45% | 18,288 | +11% | 0.07% | $374,447 |
| Cambridge Investment Research Advisors, Inc. | 0.42% | 17,039 | +63% | 0% | $349,000 |
| Advisory Services Network, LLC | 0.4% | 16,094 | -6.8% | 0% | $329,525 |
| BENJAMIN EDWARDS INC | 0.32% | 13,062 | 0% | $267,444 | |
| Kovack Advisors, Inc. | 0.3% | 12,250 | 0.01% | $250,819 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |