Q1 2025 13F Holders as of 3/31/2025
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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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126
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Total 13F shares, excl. options
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24.6M
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Shares change
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+204K
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Total reported value, excl. options
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$528M
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Value change
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+$5.15M
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Number of buys
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66
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Number of sells
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-68
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Price
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$21.50
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2025
142 filings reported holding LGOV - First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF as of Q1 2025.
First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (LGOV) has 126 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24.6M shares
of 29.3M outstanding shares and own 84.01% of the company stock.
Largest 10 shareholders include LPL Financial LLC (3.19M shares), MORGAN STANLEY (1.45M shares), RAYMOND JAMES FINANCIAL INC (1.25M shares), ENVESTNET ASSET MANAGEMENT INC (1.14M shares), ROYAL BANK OF CANADA (1.01M shares), Financial Enhancement Group LLC (1M shares), GDS Wealth Management (981K shares), Cambridge Investment Research Advisors, Inc. (885K shares), HighTower Advisors, LLC (864K shares), and Csenge Advisory Group (856K shares).
This table shows the top 126 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.