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 129 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $536 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
240,934
shares
|
$5.2 Million
0.03% of portfolio
|
Q4 2024
Added 1.24%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
239,813
shares
|
$5.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
235,959
shares
|
$5.09 Million
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
214,987
shares
|
$4.64 Million
2.28% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
150,899
shares
|
$3.26 Million
0.05% of portfolio
|
Q1 2025
Added 30.01%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
141,339
shares
|
$3.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
121,354
shares
|
$2.62 Million
0.03% of portfolio
|
Q4 2024
Added 6.03%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
121,271
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
121,104
shares
|
$2.61 Million
0.93% of portfolio
|
Q4 2024
Added 1.82%
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
109,047
shares
|
$2.35 Million
0.99% of portfolio
|
Q1 2025
Added 10.4%
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
107,265
shares
|
$2.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
105,291
shares
|
$2.27 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
102,402
shares
|
$2.21 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
100,883
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
99,265
shares
|
$2.14 Million
0.82% of portfolio
|
Q3 2024
Added 89.27%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
94,413
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
88,606
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 23.19%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
84,747
shares
|
$1.83 Million
0.03% of portfolio
|
Q2 2024
Added 33.23%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
84,235
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2025
Added 17.0%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
84,051
shares
|
$1.81 Million
0.25% of portfolio
|
Q4 2024
Added 37.52%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
79,559
shares
|
$1.72 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
78,288
shares
|
$1.69 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
69,233
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
68,820
shares
|
$1.49 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
66,954
shares
|
$1.45 Million
0.32% of portfolio
|
Q1 2025
Added 0.04%
|