FIRST TR LONG DURATION O-ETF LGOV
$21.34
-0.1% 52w: $20.11 – $22.10
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data20.1121.1022.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
147
+9 QoQ
13F value
$573.4M
+3.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LGOV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.3M | $92.0M | 0.0% | +9.7% |
| ROYAL BANK OF CANADA | Bank broker | 2.0M | $43.6M | 0.0% | +8.8% |
| MORGAN STANLEY | Bank broker | 1.7M | $36.5M | 0.0% | +38.2% |
| Csenge Advisory Group | Wealth advisor | 1.1M | $24.5M | 1.1% | +16.6% |
| GDS Wealth Management | Other | 1.1M | $23.4M | 1.4% | +3.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $21.9M | 0.0% | -19.1% |
| Stratos Investment Management, LLC | Wealth advisor | 936.2K | $20.2M | 0.8% | +23.7% |
| STEPHENS INC /AR/ | Diversified mechanical | 870.7K | $18.8M | 0.2% | +29.7% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 840.8K | $18.1M | 2.4% | -0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 812.6K | $17.5M | 0.0% | +12.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 807.4K | $17.4M | 0.0% | +3.3% |
| Cetera Investment Advisers | Wealth advisor | 767.1K | $16.5M | 0.0% | +37.2% |
| Marshall Financial Group, LLC | Wealth advisor | 696.3K | $15.0M | 2.4% | -2.8% |
| Tidemark, LLC | Wealth advisor | 600.5K | $13.0M | 3.3% | +6.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 536.3K | $11.6M | 0.1% | -5.1% |
| Financial Enhancement Group LLC | Wealth advisor | 498.5K | $10.9M | 1.4% | -35.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 493.1K | $10.6M | 0.1% | -24.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 479.6K | $10.3M | 0.0% | +1300.3% |
| FIRST TRUST ADVISORS LP | Index provider | 394.5K | $8.5M | 0.0% | +52.2% |
| Centennial Wealth Advisory LLC | Wealth advisor | 394.5K | $8.5M | 2.1% | +109.0% |
| Anderson Financial Strategies, LLC | Wealth advisor | 339.2K | $7.3M | 4.0% | +1.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 296.7K | $6.4M | 0.1% | -4.6% |
| HighTower Advisors, LLC | Diversified mechanical | 276.9K | $6.0M | 0.0% | -25.2% |
| Farther Finance Advisors, LLC | Wealth advisor | 272.5K | $5.9M | 0.1% | +10.2% |
| TSFG, LLC | Wealth advisor | 264.4K | $5.7M | 0.9% | +1.8% |
| Comprehensive Wealth Management, LLC | Wealth advisor | 258.0K | $5.6M | 2.8% | -77.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 233.0K | $5.0M | 0.0% | +6.5% |
| Midwest Financial Network, LLC | Wealth advisor | 223.9K | $4.8M | 3.8% | -6.2% |
| &PARTNERS | Diversified mechanical | 215.4K | $4.6M | 0.0% | -2.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 189.3K | $4.1M | 0.0% | +5.4% |
| Holistic Financial Partners | Wealth advisor | 155.4K | $3.4M | 1.2% | +2.2% |
| Prospera Financial Services Inc | Diversified mechanical | 148.5K | $3.2M | 0.1% | +7.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 148.3K | $3.2M | 0.0% | +2.8% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 143.9K | $3.1M | 0.1% | -8.2% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Wealth advisor | 138.7K | $3.0M | 0.9% | +3.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 126.4K | $2.7M | 0.0% | -12.4% |
| Midwest Financial Group LLC | Wealth advisor | 125.9K | $2.7M | 1.2% | +3.6% |
| Sequent Planning LLC | Wealth advisor | 123.4K | $2.7M | 0.6% | -0.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 114.8K | $2.5M | 0.0% | -14.0% |
| ARVEST INVESTMENTS, INC. | Wealth advisor | 109.6K | $2.4M | 0.3% | -32.2% |
| IAMS WEALTH MANAGEMENT, LLC | Wealth advisor | 109.2K | $2.4M | 0.8% | +8.9% |
| MGO ONE SEVEN LLC | Wealth advisor | 101.8K | $2.2M | 0.0% | +22.2% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 100.8K | $2.2M | 0.0% | -6.0% |
| ASSETMARK, INC | Wealth advisor | 98.6K | $2.1M | 0.0% | +11.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 91.3K | $2.0M | 0.0% | +81.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 84.1K | $1.8M | 0.0% | New |
| TCFG Investment Advisors, LLC | Wealth advisor | 78.4K | $1.7M | 0.6% | — |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 78.4K | $1.7M | 0.6% | +0.2% |
| Accel Wealth Management | Wealth advisor | 76.3K | $1.6M | 0.4% | +5.6% |
| AE Wealth Management LLC | Wealth advisor | 66.3K | $1.4M | 0.0% | -1.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.