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
Overview
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Holdings
Changes
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Analysis
Peers
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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
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Heck Capital Advisors, LLC | 255,230 | 5M |
| VAQUERO PRIVATE WEALTH, LTD | 205,385 | 4M |
| OLD MISSION CAPITAL LLC | 195,709 | 4M |
| HRT FINANCIAL LP | 178,317 | 4M |
| JANE STREET GROUP, LLC | 124,590 | 2M |
| Mutual Advisors, LLC | 112,137 | 2M |
| IFG Advisory, LLC | 56,618 | 1M |
| Providence First Trust Co | 23,641 | 464K |
| Dynamic Advisor Solutions LLC | 23,623 | 464K |
| Coppell Advisory Solutions LLC | 23,548 | 462K |
| Capital CS Group, LLC | 20,579 | 404K |
| Private Advisor Group, LLC | 12,448 | 244K |
| Asset Allocation Strategies LLC | 11,274 | 221K |
| StoneX Group Inc. | 10,257 | 201K |
| NI ACQUISITIONS COMPANY, LLC | 6,206 | 122K |
| Global Retirement Partners, LLC | 2,717 | 53K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,172 | 43K |
| My Portfolio Guide, LLC | 1,661 | 33K |
| Continuum Advisory, LLC | 450 | 9K |
| Mowery & Schoenfeld Wealth Manageme | 260 | 5K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 40,080 | 787K |
| Fortis Capital Advisors, LLC | 29,883 | 587K |
| Belpointe Asset Management LLC | 29,883 | 587K |
| Independent Advisor Alliance | 25,822 | 507K |
| Pacific Excel Wealth Advisors, Inc. | 25,668 | 504K |
| FLOW TRADERS U.S. LLC | 20,872 | 410K |
| Balefire, LLC | 18,088 | 355K |
| Triad Wealth Partners, LLC | 14,056 | 276K |
| Sound Income Strategies, LLC | 5,782 | 114K |
| Wealth Watch Advisors, INC | 3,135 | 62K |
| Advisory Services Network, LLC | 2,798 | 55K |
| Legacy Wealth Managment, LLC/ID | 566 | 11K |
| Merkkuri Wealth Advisors LLC | 512 | 10K |
| Decker Retirement Planning Inc. | 296 | 6K |
| Root Financial Partners, LLC | 175 | 3K |
| VANGUARD ADVISERS INC | 117 | 2K |
| FLAGSHIP HARBOR ADVISORS, LLC | 96 | 2K |
| Hilton Head Capital Partners, LLC | 22 | 0K |