Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / First Trust Long Duration Opportunities ETF
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Shares outstanding
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29.3M
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Number of holders
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65
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Total 13F shares, excl. options
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7.48M
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Shares change
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+405K
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Total reported value, excl. options
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$152M
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Value change
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+$7.38M
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Number of buys
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43
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Number of sells
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-21
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Price
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$20.28
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2023
70 filings reported holding LGOV - First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF as of Q3 2023.
First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.48M shares
of 29.3M outstanding shares and own 25.56% of the company stock.
Largest 10 shareholders include Gladstone Institutional Advisory LLC (1.1M shares), STEPHENS INC /AR/ (565K shares), LPL Financial LLC (536K shares), Atria Wealth Solutions, Inc. (488K shares), Marshall Financial Group LLC (485K shares), GDS Wealth Management (425K shares), OSAIC HOLDINGS, INC. (417K shares), ENVESTNET ASSET MANAGEMENT INC (340K shares), Cambridge Investment Research Advisors, Inc. (287K shares), and First Heartland Consultants, Inc. (287K shares).
This table shows the top 65 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.