FIRST TRUST EXCHANGE-TRADED FUND IV - LGOV

Sector: Funds · Industry: ETF / Fund
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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$545.8M
QoQ value delta ($000)
+$52.33M (+10.6%)
Implied price effect (QoQ)
+0.34%
Shares
Total shares
25,007,847
QoQ shares delta
+2,320,789 (+10.23%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 32 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 84,897 3,889,011 0.02%
ROYAL BANK OF CANADA 40,521 1,856,245 0.01%
RAYMOND JAMES FINANCIAL INC 27,410 1,255,655 0.01%
MORGAN STANLEY 26,723 1,224,161 0.0%
Comprehensive Wealth Management, LLC 24,935 1,142,264 14.71%
GDS Wealth Management 22,818 1,045,275 1.43%
Csenge Advisory Group 21,267 974,216 0.96%
Walkner Condon Financial Advisors LLC 18,387 842,312 2.55%
Cambridge Investment Research Advisors, Inc. 17,065 781,716 0.05%
Financial Enhancement Group LLC 16,805 773,034 2.19%
Stratos Investment Management, LLC 16,516 756,610 0.66%
ENVESTNET ASSET MANAGEMENT INC 15,720 720,153 0.0%
Marshall Financial Group, LLC 15,636 716,276 3.03%
STEPHENS INC /AR/ 14,656 671,371 0.18%
Integrated Wealth Concepts LLC 14,306 655,358 0.17%
Tidemark, LLC 12,358 566,126 3.51%
Concurrent Investment Advisors, LLC 12,332 564,951 0.14%
Cetera Investment Advisers 12,204 559,085 0.01%
HighTower Advisors, LLC 8,076 369,993 0.01%
Anderson Financial Strategies, LLC 7,330 335,797 4.25%
Kingsview Wealth Management, LLC 6,788 310,968 0.1%
TSFG, LLC 5,670 259,713 0.85%
FIRST TRUST ADVISORS LP 5,660 259,278 0.0%
Farther Finance Advisors, LLC 5,399 247,321 0.06%
&PARTNERS 4,828 221,203 0.03%