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
29,263,115
Price per share
$21.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
24,472,628
Total reported value
$532,365,712
% of total 13F portfolios
0.01%
Share change
+197,659
Value change
+$4,685,288
Number of holders
121
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 10% $64,096,055 2,996,543 First Trust Portfolios L.P. 31 Dec 2024

As of 30 Sep 2025, 121 institutional investors reported holding 24,472,628 shares of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV). This represents 84% of the company’s total 29,263,115 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 71% 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 12% 3,487,451 +29% 0.02% $75,852,047
ROYAL BANK OF CANADA 6.1% 1,786,444 +49% 0.01% $38,855,000
RAYMOND JAMES FINANCIAL INC 5.7% 1,678,265 -1.7% 0.01% $36,502,265
Comprehensive Wealth Management, LLC 5% 1,451,311 -8.1% 22% $31,566,014
MORGAN STANLEY 4% 1,167,791 +3.9% 0% $25,399,466
GDS Wealth Management 3.7% 1,071,792 +5.6% 1.5% $23,311,476
Financial Enhancement Group LLC 3.7% 1,069,400 -8% 3.1% $23,387,770
Csenge Advisory Group 3.1% 917,512 +1.8% 0.95% $19,955,885
Cambridge Investment Research Advisors, Inc. 2.8% 806,492 -3.4% 0.05% $17,541,000
Stratos Investment Management, LLC 2.5% 735,206 0.66% $15,990,746
Marshall Financial Group, LLC 2.4% 687,784 +1% 2.9% $14,959,295
ENVESTNET ASSET MANAGEMENT INC 2.3% 678,584 +6.7% 0% $14,759,213
Walkner Condon Financial Advisors LLC 2.3% 677,378 +26% 2.3% $14,732,972
STEPHENS INC /AR/ 2.2% 652,142 +2.2% 0.18% $14,184,083
Integrated Wealth Concepts LLC 2.2% 629,304 +62% 0.12% $13,687,423
HighTower Advisors, LLC 2.1% 611,568 -28% 0.02% $13,301,628
COMMONWEALTH EQUITY SERVICES, LLC 1.8% 526,944 +3.4% 0.01% $11,461,000
Cetera Investment Advisers 1.5% 426,799 +38% 0.01% $9,282,889
Anderson Financial Strategies, LLC 1.1% 324,095 +10% 4.2% $7,049,066
OSAIC HOLDINGS, INC. 1% 299,044 -13% 0.01% $6,438,477
ARVEST INVESTMENTS, INC. 0.97% 284,877 +14% 0.89% $6,196,088
Farther Finance Advisors, LLC 0.82% 239,319 +1.7% 0.08% $5,205,188
NewEdge Advisors, LLC 0.77% 224,775 -5.2% 0.02% $4,888,853
&PARTNERS 0.77% 224,248 -13% 0.03% $4,881,154
FIRST TRUST ADVISORS LP 0.73% 212,833 +10% 0% $4,629,117

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 972,207 $21,223,194 +$1,186,927 $21.83 5
2025 Q3 24,472,628 $532,365,712 +$4,685,288 $21.75 121
2025 Q2 25,094,063 $536,607,431 +$12,888,466 $21.42 130
2025 Q1 24,583,126 $527,844,614 +$5,146,454 $21.50 126
2024 Q4 23,403,442 $488,439,323 +$25,674,126 $20.84 124
2024 Q3 22,066,987 $493,786,399 +$91,443,782 $22.40 115
2024 Q2 18,056,631 $379,601,193 +$36,476,589 $21.03 109
2024 Q1 16,174,685 $345,635,087 +$107,278,876 $21.38 92
2023 Q4 10,265,566 $226,978,064 +$60,096,199 $22.13 79
2023 Q3 7,479,663 $151,687,409 +$7,379,777 $20.28 65
2023 Q2 7,094,625 $157,829,803 +$109,102,795 $22.25 53
2023 Q1 1 $39 -$3,188,057 $39.00 1
2022 Q4 1,013,951 $22,204,326 +$9,049,336 $21.88 19
2022 Q3 608,988 $13,530,291 +$1,432,717 $22.18 16
2022 Q2 62 $1,000 -$986,000 $16.13 1
2022 Q1 917,058 $23,677,509 -$3,253,437 $25.82 19
2021 Q4 1,008,503 $65,448,000 -$163,212 $27.76 18
2021 Q3 1,014,694 $27,985,000 +$312,419 $27.58 17
2021 Q2 1,002,503 $27,905,000 -$46,584 $27.83 17
2021 Q1 1,004,881 $26,989,000 +$1,266,254 $26.85 18
2020 Q4 814,921 $23,663,009 +$9,342,877 $29.05 16
2020 Q3 496,042 $14,733,934 +$2,881,518 $29.69 13
2020 Q2 398,994 $11,962,952 +$3,583,918 $29.98 11
2020 Q1 278,813 $8,083,000 +$2,787,094 $29.00 10
2019 Q4 184,052 $4,987,000 -$2,079,496 $27.10 8
2019 Q3 260,795 $7,331,000 +$1,469,795 $28.10 7
2019 Q2 208,483 $5,695,000 +$314,044 $27.32 3
2019 Q1 197,001 $5,147,000 +$5,147,006 $26.13 1