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LGOV Institutional Ownership

First Trust Long Duration Opportunities ETF
1W: -1.6% 1M: -5.3% 3M: -8.4% YTD: -9.3% 1Y: -8.9% 3Y: +6.5% 5Y: -18.7%
$19.63
+0.00 (+0.00%)
 
Weekly Expected Move ±1.4%
$19 $19 $20 $20 $20
ETF AMEX · AUM $615.0M

Institutional Ownership — LGOV

169
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
556M
Total Invested
24
New Positions
70
Increased
57
Reduced
13
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (177 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 4,147,654 81M -118,015 -2.8% 21Q SEC ↗
2 ROYAL BANK OF CANADA 2,114,701 42M +94,243 +4.7% 14Q SEC ↗
3 MORGAN STANLEY 1,824,095 36M +131,832 +7.8% 11Q SEC ↗
4 GDS Wealth Management 1,136,196 22M +50,087 +4.6% 14Q SEC ↗
5 CITADEL ADVISORS LLC 1,052,410 21M +572,772 +119.4% 5Q SEC ↗
6 Stratos Investment Management, LLC 1,018,281 20M +82,078 +8.8% 4Q SEC ↗
7 Walkner Condon Financial Advisors LLC 937,471 18M +96,716 +11.5% 12Q SEC ↗
8 STEPHENS INC /AR 873,428 17M +2,716 +0.3% 13Q SEC ↗
9 Cetera Investment Advisers 834,214 16M +67,132 +8.8% 13Q SEC ↗
10 ENVESTNET ASSET MANAGEMENT INC 827,103 16M +14,495 +1.8% 14Q SEC ↗
11 Cambridge Investment Research Advisors 735,433 14M -71,923 -8.9% 13Q SEC ↗
12 Concurrent Investment Advisors, LLC 571,686 11M +35,412 +6.6% 7Q SEC ↗
13 Integrated Wealth Concepts LLC 535,772 11M +42,686 +8.7% 6Q SEC ↗
14 Financial Enhancement Group LLC 494,720 10M -3,765 -0.8% 7Q SEC ↗
15 RAYMOND JAMES FINANCIAL INC 459,940 9M -555,290 -54.7% 7Q SEC ↗
16 Csenge Advisory Group 457,557 9M -678,243 -59.7% 8Q SEC ↗
17 FIRST TRUST ADVISORS LP 434,003 9M +39,477 +10.0% 29Q SEC ↗
18 Anderson Financial Strategies, LLC 368,715 7M +29,475 +8.7% 6Q SEC ↗
19 Tidemark, LLC 350,699 7M -249,769 -41.6% 3Q SEC ↗
20 Kingsview Wealth Management, LLC 311,802 6M +15,138 +5.1% 25Q SEC ↗
21 &PARTNERS 309,722 6M +94,311 +43.8% 6Q SEC ↗
22 Centennial Wealth Advisory LLC 261,399 5M -133,095 -33.7% 10Q SEC ↗
23 Heck Capital Advisors, LLC NEW 255,230 5M — +0.0% 1Q SEC ↗
24 Farther Finance Advisors, LLC 236,943 5M -35,543 -13.0% 6Q SEC ↗
25 OSAIC HOLDINGS, INC. 221,507 4M +95,117 +75.3% 17Q SEC ↗
26 NewEdge Advisors, LLC 206,018 4M -26,966 -11.6% 11Q SEC ↗
27 VAQUERO PRIVATE WEALTH, LTD NEW 205,385 4M — +0.0% 1Q SEC ↗
28 BENJAMIN EDWARDS INC 198,691 4M +9,345 +4.9% 10Q SEC ↗
29 OLD MISSION CAPITAL LLC NEW 195,709 4M — +0.0% 1Q SEC ↗
30 TSFG, LLC 195,116 4M -69,319 -26.2% 5Q SEC ↗
31 Marshall Financial Group, LLC 191,848 4M -504,429 -72.4% 15Q SEC ↗
32 Midwest Financial Network, LLC 183,001 4M -40,873 -18.3% 7Q SEC ↗
33 HRT FINANCIAL LP NEW 178,317 4M — +0.0% 1Q SEC ↗
34 Comprehensive Wealth Management, LLC 168,729 3M -89,285 -34.6% 6Q SEC ↗
35 Janney Montgomery Scott LLC 157,336 3M +9,035 +6.1% 13Q SEC ↗
36 FSB PREMIER WEALTH MANAGEMENT, INC. 148,365 3M +9,616 +6.9% 9Q SEC ↗
37 Prospera Financial Services Inc 142,186 3M -6,272 -4.2% 13Q SEC ↗
38 Midwest Financial Group LLC 134,827 3M +8,949 +7.1% 13Q SEC ↗
39 ARVEST INVESTMENTS, INC. 129,401 3M +19,814 +18.1% 5Q SEC ↗
40 IAMS WEALTH MANAGEMENT, LLC 127,861 3M +18,619 +17.0% 12Q SEC ↗
41 JANE STREET GROUP, LLC NEW 124,590 2M — +0.0% 1Q SEC ↗
42 Kestra Advisory Services, LLC 117,838 2M +3,030 +2.6% 16Q SEC ↗
43 Gladstone Institutional Advisory LLC 113,789 2M -30,088 -20.9% 13Q SEC ↗
44 Holistic Financial Partners 113,218 2M -42,217 -27.2% 12Q SEC ↗
45 Mutual Advisors, LLC NEW 112,137 2M — +0.0% 1Q SEC ↗
46 MGO ONE SEVEN LLC 104,717 2M +2,906 +2.9% 3Q SEC ↗
47 ASSETMARK, INC 104,410 2M +5,777 +5.9% 13Q SEC ↗
48 GOLDMAN SACHS GROUP INC 102,955 2M +73,756 +252.6% 2Q SEC ↗
49 COMMONWEALTH EQUITY SERVICES, LLC 98,736 2M +7,481 +8.2% 14Q SEC ↗
50 TCFG Investment Advisors, LLC 78,466 2M +27 +0.0% 2Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +572,772 +119.4% 1,052,410
MORGAN STANLEY +131,832 +7.8% 1,824,095
Walkner Condon Financial Advisors L +96,716 +11.5% 937,471
OSAIC HOLDINGS, INC. +95,117 +75.3% 221,507
&PARTNERS +94,311 +43.8% 309,722
ROYAL BANK OF CANADA +94,243 +4.7% 2,114,701
Stratos Investment Management, LLC +82,078 +8.8% 1,018,281
GOLDMAN SACHS GROUP INC +73,756 +252.6% 102,955
Cetera Investment Advisers +67,132 +8.8% 834,214
GDS Wealth Management +50,087 +4.6% 1,136,196
Integrated Wealth Concepts LLC +42,686 +8.7% 535,772
FIRST TRUST ADVISORS LP +39,477 +10.0% 434,003
Concurrent Investment Advisors, LLC +35,412 +6.6% 571,686
Anderson Financial Strategies, LLC +29,475 +8.7% 368,715
ARVEST INVESTMENTS, INC. +19,814 +18.1% 129,401
Foundations Investment Advisors, LL +19,402 +84.8% 42,288
IAMS WEALTH MANAGEMENT, LLC +18,619 +17.0% 127,861
MML INVESTORS SERVICES, LLC +16,417 +109.7% 31,381
Kingsview Wealth Management, LLC +15,138 +5.1% 311,802
ENVESTNET ASSET MANAGEMENT INC +14,495 +1.8% 827,103
Biggest Decreases (20)
HolderReducedChange %Total Shares
Csenge Advisory Group -678,243 -59.7% 457,557
RAYMOND JAMES FINANCIAL INC -555,290 -54.7% 459,940
Marshall Financial Group, LLC -504,429 -72.4% 191,848
Tidemark, LLC -249,769 -41.6% 350,699
HighTower Advisors, LLC -245,101 -88.5% 31,758
Centennial Wealth Advisory LLC -133,095 -33.7% 261,399
LPL Financial LLC -118,015 -2.8% 4,147,654
Sequent Planning LLC -99,924 -81.0% 23,456
Comprehensive Wealth Management, LL -89,285 -34.6% 168,729
Cambridge Investment Research Advis -71,923 -8.9% 735,433
SUSQUEHANNA INTERNATIONAL GROUP, LL -69,423 -82.6% 14,668
TSFG, LLC -69,319 -26.2% 195,116
Holistic Financial Partners -42,217 -27.2% 113,218
Midwest Financial Network, LLC -40,873 -18.3% 183,001
Farther Finance Advisors, LLC -35,543 -13.0% 236,943
Gladstone Institutional Advisory LL -30,088 -20.9% 113,789
NewEdge Advisors, LLC -26,966 -11.6% 206,018
Accel Wealth Management -25,976 -34.0% 50,342
INDEPENDENT FINANCIAL GROUP, LLC -24,076 -23.9% 76,705
Snowden Capital Advisors LLC -21,414 -54.2% 18,079

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms