| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 19% | +217% | $14,501,400 | +$11,469,519 | 705,321 | +378% | TRUIST FINANCIAL CORP | 30 Nov 2025 |
| FIRST TRUST PORTFOLIOS LP | 5.6% | $3,710,474 | 186,456 | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 30 Sep 2025, 32 institutional investors reported holding 3,744,598 shares of FIRST TRUST EXCHANGE-TRADED FUND IV - Exchange Traded Fund (MGOV). This represents 99% of the company’s total 3,792,048 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND IV - Exchange Traded Fund (MGOV) together control 99% 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 |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 27% | 1,032,853 | +0.85% | 3.6% | $21,142,508 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12% | 437,327 | +4.8% | 0.01% | $8,952,000 |
| Kingsview Wealth Management, LLC | 8% | 302,436 | -2% | 0.09% | $6,190,875 |
| ENVESTNET ASSET MANAGEMENT INC | 7.5% | 285,008 | +43% | 0% | $5,834,116 |
| EWG Elevate Inc. | 7% | 267,132 | 1.7% | $5,468,187 | |
| TRUIST FINANCIAL CORP | 5.5% | 206,799 | +7.3% | 0.01% | $4,233,178 |
| FIRST TRUST ADVISORS LP | 5.2% | 197,586 | +6% | 0% | $4,044,585 |
| LPL Financial LLC | 5.2% | 195,617 | +560% | 0% | $4,004,282 |
| HighTower Advisors, LLC | 3.5% | 133,343 | 0% | $2,730,236 | |
| HARBOUR INVESTMENTS, INC. | 3.4% | 127,951 | +59% | 0.06% | $2,619,157 |
| INSPIRION WEALTH ADVISORS, LLC | 3.3% | 125,017 | +53% | 0.37% | $2,609,105 |
| Integrated Wealth Concepts LLC | 2.3% | 85,489 | +1.1% | 0.02% | $1,749,960 |
| Ashton Thomas Private Wealth, LLC | 1.4% | 51,222 | +66% | 0.03% | $1,048,514 |
| Narwhal Capital Management | 1.1% | 41,036 | +22% | 0.06% | $840,015 |
| JANE STREET GROUP, LLC | 1% | 39,592 | -53% | 0% | $810,448 |
| Prospera Financial Services Inc | 0.96% | 36,298 | 0.01% | $742,799 | |
| Cetera Investment Advisers | 0.91% | 34,527 | 0% | $706,768 | |
| IFP Advisors, Inc | 0.87% | 33,002 | -12% | 0.02% | $675,549 |
| CITADEL ADVISORS LLC | 0.7% | 26,581 | +7.9% | 0% | $544,113 |
| AE Wealth Management LLC | 0.62% | 23,420 | 0% | $479,407 | |
| Advisory Services Network, LLC | 0.46% | 17,275 | 0% | 0.01% | $353,613 |
| Harvest Investment Services, LLC | 0.43% | 16,406 | -17% | 0.07% | $335,831 |
| Cambridge Investment Research Advisors, Inc. | 0.28% | 10,432 | 0% | $214,000 | |
| OSAIC HOLDINGS, INC. | 0.23% | 8,551 | +9.8% | 0% | $174,058 |
| Ameritas Advisory Services, LLC | 0.1% | 3,726 | 0% | 0% | $76,271 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 65,060 | $1,332,104 | -$1,227,620 | $20.48 | 1 |
| 2025 Q3 | 3,744,598 | $76,701,822 | +$15,564,321 | $20.47 | 32 |
| 2025 Q2 | 2,986,974 | $60,185,895 | +$3,311,313 | $20.15 | 26 |
| 2025 Q1 | 2,818,265 | $57,083,901 | +$6,455,840 | $20.26 | 19 |
| 2024 Q4 | 2,503,885 | $49,652,758 | +$554,188 | $19.83 | 21 |
| 2024 Q3 | 2,487,446 | $51,986,327 | +$17,246,306 | $20.87 | 18 |
| 2024 Q2 | 1,665,332 | $33,290,340 | +$4,284,250 | $19.99 | 14 |
| 2024 Q1 | 1,451,016 | $29,281,056 | +$9,800,072 | $20.18 | 10 |
| 2023 Q4 | 965,299 | $19,800,890 | +$6,503,217 | $20.52 | 8 |
| 2023 Q3 | 673,326 | $13,052,051 | +$13,052,050 | $19.38 | 8 |