Institutional Ownership First Tr ETF Iv Long Duration (LGOV)
This table provides information about the institutional ownership of First Tr ETF Iv Long Duration (LGOV). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,907,465
shares
|
$40.6 Million
0.02% of portfolio
|
Q2 2024
Added 36.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,128,468
shares
|
$24 Million
0.01% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
1,054,953
shares
|
$22.4 Million
0.25% of portfolio
|
Q2 2024
Added 14.49%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,004,161
shares
|
$21.4 Million
0.0% of portfolio
|
Q2 2024
Added 18.66%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
915,789
shares
|
$19.5 Million
1.03% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
812,311
shares
|
$17.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
801,400
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2024
Added 43.72%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
775,683
shares
|
$16.5 Million
1.7% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
764,801
shares
|
$16.3 Million
0.06% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
729,784
shares
|
$15.5 Million
0.24% of portfolio
|
Q3 2024
Added 21.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
707,199
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Added 181.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
642,387
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 167.64%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
633,349
shares
|
$13.5 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
593,892
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
492,917
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2024
Added 15.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
476,556
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
380,553
shares
|
$8.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
376,917
shares
|
$8.02 Million
1.75% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
321,730
shares
|
$6.85 Million
0.02% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 23, 2024 Q2 2024 |
304,504
shares
|
$6.48 Million
4.34% of portfolio
|
Q2 2024
Added 9.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
265,041
shares
|
$5.64 Million
0.04% of portfolio
|
Q2 2024
Added 25.64%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
252,236
shares
|
$5.37 Million
2.75% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
210,681
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2024
Added 8.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
207,673
shares
|
$4.42 Million
0.14% of portfolio
|
Q3 2024
Added 53.17%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
195,743
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2024
Reduced 68.49%
|