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 135 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $545 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
313,481
shares
|
$6.58 Million
4.12% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
254,181
shares
|
$5.34 Million
0.03% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
240,486
shares
|
$5.05 Million
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
239,813
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
235,829
shares
|
$4.95 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
214,987
shares
|
$4.51 Million
2.28% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
206,544
shares
|
$4.34 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
150,899
shares
|
$3.17 Million
0.05% of portfolio
|
Q1 2025
Added 30.01%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
141,339
shares
|
$2.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
122,037
shares
|
$2.56 Million
0.94% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,607
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
117,546
shares
|
$2.47 Million
0.06% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
109,047
shares
|
$2.29 Million
0.99% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
105,291
shares
|
$2.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
102,402
shares
|
$2.15 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
100,883
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
99,265
shares
|
$2.08 Million
0.82% of portfolio
|
Q3 2024
Added 89.27%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
95,945
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
95,748
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
94,413
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
88,198
shares
|
$1.85 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
84,747
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2024
Added 33.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
84,235
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
79,559
shares
|
$1.67 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
78,288
shares
|
$1.64 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.16%
|