FIRST TRUST EXCHANGE-TRADED FUND IV - MGOV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 805,139 | 16,485 | 0.0% | 0.0% | 1 | +520,131 | 182.5% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 715,577 | 14,651 | 0.02% | 0.01% | 2 | +508,778 | 246.03% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 483,473 | 9,899 | 0.01% | 0.01% | 3 | +46,146 | 10.55% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 431,624 | 8,837 | 0.13% | 0.09% | 4 | +129,188 | 42.72% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 206,164 | 4,221 | 0.0% | 0.0% | 5 | +10,547 | 5.39% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 189,957 | 3,889 | 0.0% | 0.0% | 6 | +155,430 | 450.17% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 181,415 | 3,714 | 0.0% | 0.0% | 7 | -16,171 | -8.18% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 154,185 | 3,156 | 0.06% | 0.06% | 8 | +26,234 | 20.5% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 133,946 | 2,742 | 0.0% | 0.0% | 9 | +603 | 0.45% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 95,786 | 1,961 | 0.02% | 0.02% | 10 | +10,297 | 12.04% | Q4 2025 | Feb 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 65,060 | 1,332 | 0.16% | 0.37% | 11 | -59,957 | -47.96% | Q4 2025 | Jan 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 60,424 | 1,237 | 0.03% | 0.03% | 12 | +9,202 | 17.96% | Q4 2025 | Jan 29, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 49,786 | 1,019 | 0.37% | — | 13 | +49,786 | New | Q4 2025 | Jan 26, 2026 |
| Narwhal Capital Management | History | Added to | 42,453 | 869 | 0.06% | 0.06% | 14 | +1,417 | 3.45% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 39,937 | 817 | 0.01% | 0.01% | 15 | +3,639 | 10.03% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | New | 36,026 | 738 | 0.0% | — | 16 | +36,026 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 31,658 | 648 | 0.01% | 0.02% | 17 | -1,344 | -4.07% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 23,000 | 470 | 0.0% | 0.0% | 18 | +14,449 | 168.97% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 22,572 | 462 | 0.0% | 0.0% | 19 | +19,084 | 547.13% | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Reduced | 21,607 | 442 | 0.0% | 0.0% | 20 | -1,813 | -7.74% | Q4 2025 | Jan 26, 2026 |
| Harvest Investment Services, LLC | History | Added to | 18,288 | 374 | 0.07% | 0.07% | 21 | +1,882 | 11.47% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,039 | 349 | 0.0% | 0.0% | 22 | +6,607 | 63.33% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,094 | 329 | 0.0% | 0.01% | 23 | -1,181 | -6.84% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | New | 13,062 | 267 | 0.0% | — | 24 | +13,062 | New | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | New | 12,250 | 250 | 0.01% | — | 25 | +12,250 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, INC | History | No change | 962 | 19 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 102 | 2 | 0.0% | — | 28 | +102 | New | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 135 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 3.62% | — | -1,032,853 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,726 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -687 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -587 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AdvisorNet Financial, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |