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 126 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
265,901
shares
|
$5.7 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
240,934
shares
|
$5.16 Million
0.03% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
235,959
shares
|
$5.06 Million
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
235,344
shares
|
$5.04 Million
2.48% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
202,224
shares
|
$4.33 Million
0.2% of portfolio
|
Q4 2024
Added 127.61%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
201,476
shares
|
$4.32 Million
0.03% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
147,116
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
121,354
shares
|
$2.6 Million
0.03% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
121,271
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
121,104
shares
|
$2.6 Million
0.93% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
118,957
shares
|
$2.55 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
116,067
shares
|
$2.49 Million
0.04% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
113,260
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
110,094
shares
|
$2.36 Million
0.08% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
108,223
shares
|
$2.32 Million
1.3% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
107,265
shares
|
$2.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
99,511
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
99,265
shares
|
$2.13 Million
0.82% of portfolio
|
Q3 2024
Added 89.27%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
98,771
shares
|
$2.12 Million
0.87% of portfolio
|
Q4 2024
Added 36.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
88,606
shares
|
$1.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 23.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
85,596
shares
|
$1.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 58.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
84,747
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2024
Added 33.23%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
84,051
shares
|
$1.8 Million
0.25% of portfolio
|
Q4 2024
Added 37.52%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
80,178
shares
|
$1.72 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
78,749
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.96%
|