| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 6.3% | $19,254,708 | 886,905 | TRUIST FINANCIAL CORP | 30 Sep 2025 |
As of 30 Sep 2025, 92 institutional investors reported holding 9,633,610 shares of FIRST TRUST EXCHANGE-TRADED FUND - Exchange Traded Fund (IGLD). This represents 68% of the company’s total 14,077,857 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND - Exchange Traded Fund (IGLD) together control 60% 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 | 7.9% | 1,116,883 | +166% | 0.01% | $26,738,167 |
| ENVESTNET ASSET MANAGEMENT INC | 7.3% | 1,023,577 | +218% | 0.01% | $24,504,435 |
| TRUIST FINANCIAL CORP | 6.3% | 886,905 | +208% | 0.03% | $21,232,505 |
| Luken Investment Analytics, LLC | 6% | 843,757 | +21% | 7.9% | $20,199,543 |
| Kestra Advisory Services, LLC | 5.2% | 731,359 | -1.4% | 0.08% | $17,508,727 |
| HFG Wealth Management, LLC | 3.2% | 446,587 | -5.5% | 5.8% | $10,691,299 |
| Cetera Investment Advisers | 2.7% | 380,464 | +111% | 0.01% | $9,108,326 |
| OSAIC HOLDINGS, INC. | 2.3% | 327,550 | +31% | 0.01% | $7,421,279 |
| Thrive Capital Management, LLC | 2.2% | 307,006 | +24% | 1.9% | $7,349,733 |
| XML Financial, LLC | 1.9% | 265,911 | +1.1% | 0.52% | $6,365,906 |
| Cavalier Investments, LLC | 1.7% | 235,347 | 2.3% | $5,634,208 | |
| Hilton Capital Management, LLC | 1.7% | 234,356 | 0.45% | $5,610,483 | |
| Sanctuary Advisors, LLC | 1.4% | 196,289 | +12% | 0.03% | $4,699,154 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.1% | 153,684 | +245% | 0.01% | $3,751,423 |
| Insight Advisors, LLC/ PA | 1.1% | 148,201 | +4.6% | 0.54% | $3,548,190 |
| 3EDGE Asset Management, LP | 1% | 145,425 | -29% | 0.2% | $3,481,472 |
| Cambridge Investment Research Advisors, Inc. | 0.98% | 138,659 | +26% | 0.01% | $3,319,000 |
| Janney Montgomery Scott LLC | 0.89% | 124,945 | +35% | 0.01% | $2,991,000 |
| Prostatis Group LLC | 0.88% | 124,033 | -9.1% | 0.74% | $2,969,360 |
| Snowden Capital Advisors LLC | 0.76% | 107,053 | +19% | 0.07% | $2,562,858 |
| RiverTree Advisors, LLC | 0.76% | 106,339 | +60% | 1.6% | $2,545,756 |
| CORRADO ADVISORS, LLC | 0.75% | 105,600 | +1.6% | 1.4% | $2,528,054 |
| CARY STREET PARTNERS FINANCIAL LLC | 0.61% | 85,192 | +23% | 0.05% | $2,039,496 |
| Marion Wealth Management | 0.54% | 75,713 | +1% | 0.43% | $1,812,573 |
| HighTower Advisors, LLC | 0.52% | 73,878 | -0.49% | 0% | $1,768,639 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 276,193 | $7,060,883 | +$1,364,495 | $25.01 | 5 |
| 2025 Q3 | 9,633,610 | $230,321,248 | +$36,297,126 | $23.94 | 92 |
| 2025 Q2 | 8,205,372 | $177,774,428 | +$52,620,324 | $21.71 | 72 |
| 2025 Q1 | 5,764,553 | $119,831,404 | +$13,024,477 | $20.97 | 63 |
| 2024 Q4 | 5,333,522 | $102,412,832 | +$16,357,075 | $18.88 | 66 |
| 2024 Q3 | 4,468,783 | $95,585,302 | +$9,843,044 | $21.57 | 56 |
| 2024 Q2 | 3,903,236 | $78,171,770 | +$6,539,459 | $20.02 | 49 |
| 2024 Q1 | 3,569,833 | $70,288,430 | +$1,906,629 | $19.69 | 42 |
| 2023 Q4 | 71,538 | $1,374,966 | +$240,270 | $19.22 | 1 |
| 2023 Q3 | 2,634,053 | $47,680,130 | +$1,475,506 | $18.11 | 35 |
| 2023 Q2 | 2,541,782 | $48,620,210 | +$23,350,965 | $19.13 | 35 |
| 2023 Q1 | 1,789,677 | $35,374,005 | +$1,443,562 | $19.76 | 28 |
| 2022 Q4 | 1,253,352 | $23,902,634 | +$370,302 | $19.04 | 23 |
| 2022 Q3 | 1,159,094 | $21,131,064 | +$633,423 | $18.22 | 23 |
| 2022 Q2 | 1,122,157 | $22,216,614 | +$1,251,477 | $19.84 | 21 |
| 2022 Q1 | 931,271 | $19,847,127 | +$4,687,571 | $21.33 | 15 |
| 2021 Q4 | 729,935 | $14,863,365 | +$534,097 | $20.37 | 14 |
| 2021 Q3 | 703,706 | $13,964,707 | +$4,108,078 | $19.83 | 12 |
| 2021 Q2 | 496,027 | $9,972,396 | +$7,294,722 | $20.08 | 10 |
| 2021 Q1 | 133,331 | $2,650,000 | +$2,649,996 | $19.86 | 4 |