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 $531 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,312
shares
|
$222,223
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
10,149
shares
|
$218,710
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,708
shares
|
$209,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
8,361
shares
|
$180,179
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,388
shares
|
$137,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,763
shares
|
$124,192
0.0% of portfolio
|
Q4 2024
Reduced 51.62%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
5,345
shares
|
$115,184
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,711
shares
|
$101,522
0.01% of portfolio
|
Q4 2024
Added 121.17%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,433
shares
|
$73,981
0.0% of portfolio
|
Q4 2024
Reduced 50.53%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,294
shares
|
$70,985
0.01% of portfolio
|
Q4 2024
Added 41.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,589
shares
|
$55,792
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,200
shares
|
$47,410
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,129
shares
|
$45,879
0.02% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
2,034
shares
|
$43,832
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,770
shares
|
$38,143
0.0% of portfolio
|
Q4 2024
Added 588.72%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,608
shares
|
$34,652
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
957
shares
|
$20,623
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
897
shares
|
$19,330
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
450
shares
|
$9,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
325
shares
|
$7,003
0.0% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
222
shares
|
$4,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
146
shares
|
$3,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
84
shares
|
$1,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
43
shares
|
$926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
21
shares
|
$452
0.0% of portfolio
|
Q4 2024
New holding
|