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 112 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
14,726
shares
|
$311,013
0.05% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
14,158
shares
|
$299,016
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
13,356
shares
|
$282,078
0.01% of portfolio
|
Q2 2024
Added 15.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
13,179
shares
|
$278,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
12,943
shares
|
$273,356
0.0% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
12,593
shares
|
$265,964
0.12% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
11,951
shares
|
$252,405
0.0% of portfolio
|
Q2 2024
Added 6.14%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
11,336
shares
|
$239,416
0.16% of portfolio
|
Q2 2024
Added 12.54%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
11,158
shares
|
$235,656
0.13% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
11,020
shares
|
$232,742
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,312
shares
|
$217,789
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
10,149
shares
|
$214,346
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,100
shares
|
$213,312
0.02% of portfolio
|
Q2 2024
Reduced 15.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
9,800
shares
|
$206,976
0.01% of portfolio
|
Q1 2024
Reduced 3.07%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
9,115
shares
|
$192,508
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
9,010
shares
|
$190,291
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,128
shares
|
$171,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,939
shares
|
$146,551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,686
shares
|
$120,088
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
5,345
shares
|
$112,886
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
4,006
shares
|
$84,606
0.02% of portfolio
|
Q2 2024
Added 408.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,510
shares
|
$53,011
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
2,383
shares
|
$50,328
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
2,327
shares
|
$49,146
0.01% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
2,200
shares
|
$46,464
0.0% of portfolio
|
Q2 2023
New holding
|