Q2 2024 13F Holders as of 6/30/2024
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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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109
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Total 13F shares, excl. options
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18.1M
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Shares change
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+1.74M
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Total reported value, excl. options
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$380M
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Value change
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+$36.5M
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Number of buys
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72
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Number of sells
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-33
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Price
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$21.03
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) as of Q2 2024
118 filings reported holding LGOV - First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF as of Q2 2024.
First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) has 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.1M shares
of 29.3M outstanding shares and own 61.7% of the company stock.
Largest 10 shareholders include LPL Financial LLC (1.91M shares), ENVESTNET ASSET MANAGEMENT INC (1.08M shares), Atria Wealth Solutions, Inc. (1.05M shares), MORGAN STANLEY (1M shares), Gladstone Institutional Advisory LLC (995K shares), Royal Bank of Canada (812K shares), HighTower Advisors, LLC (801K shares), Cambridge Investment Research Advisors, Inc. (732K shares), GDS Wealth Management (686K shares), and Marshall Financial Group LLC (642K shares).
This table shows the top 109 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.