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First Trust Long Duration Opportunities ETF (LGOV) Institutional Ownership

$20.90 +0.07 (+0.34%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Long Duration Opportunities ETF (NYSEARCA:LGOV)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$160.12M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$30.51M
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LGOV Institutional Buying and Selling by Quarter

First Trust Long Duration Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC39,287$828K0.0%+17.7%0.183%
11/15/2024 MML Investors Services LLC16,412$368K0.0%+24.5%0.077%
11/15/2024 Orion Portfolio Solutions LLC114,453$2.56M0.1%+15.3%0.534%
11/15/2024 Stifel Financial Corp217,161$4.86M0.0%+447.3%1.012%
11/15/2024 Pinnacle Family Advisors LLC59,863$1.34M0.7%-1.3%0.279%
11/15/2024 Integrated Wealth Concepts LLC9,797$219K0.0%-58.4%0.046%
11/15/2024 HighTower Advisors LLC938,764$21.03M0.0%+17.1%4.377%
11/15/2024 Benjamin Edwards Inc.87,564$1.96M0.0%+7,587.8%0.408%
11/12/2024 Kingsview Wealth Management LLC91,528$2.05M0.0%-39.1%0.427%
11/12/2024 Concorde Asset Management LLC11,057$248K0.1%N/A0.052%
11/8/2024 Prospera Financial Services Inc128,207$2.87M0.1%+19.7%0.598%
11/7/2024 Holistic Financial Partners252,236$5.65M2.7%+3.1%1.176%
11/6/2024 Coastline Trust Co16,045$359K0.0%-9.7%0.075%
11/6/2024 Kovack Advisors Inc.9,354$210K0.0%N/A0.044%
11/6/2024 Oppenheimer & Co. Inc.41,392$927K0.0%+19.4%0.193%
11/5/2024 Harbour Investments Inc.380,553$8.52M0.3%-11.0%1.774%
11/4/2024 Core Wealth Partners LLC39,990$896K0.5%+252.8%0.186%
11/4/2024 GDS Wealth Management775,683$17.38M1.7%+13.1%3.616%
11/4/2024 Sigma Planning Corp207,673$4.65M0.1%+53.2%0.968%
11/1/2024 Assetmark Inc.124,360$2.79M0.0%+12.2%0.580%
10/31/2024 Walkner Condon Financial Advisors LLC376,917$8.44M1.7%-4.5%1.757%
10/30/2024 Centennial Wealth Advisory LLC24,037$538K0.2%+138.1%0.112%
10/30/2024 Maia Wealth LLC44,088$946K0.2%+7.0%0.206%
10/29/2024 Janney Montgomery Scott LLC321,730$7.21M0.0%+8.2%1.500%
10/28/2024 Gladstone Institutional Advisory LLC915,789$20.51M1.0%-8.0%4.269%
10/28/2024 Creative Financial Designs Inc. ADV46,621$1.04M0.1%+1.2%0.217%
10/28/2024 Stephens Inc. AR729,784$16.35M0.2%+21.3%3.402%
10/28/2024 US Bancorp DE8,128$182K0.0%N/A0.038%
10/25/2024 Integrated Advisors Network LLC27,511$616K0.0%-19.8%0.128%
10/25/2024 Gateway Wealth Partners LLC55,812$1.25M0.3%-11.6%0.260%
10/24/2024 Patriot Financial Group Insurance Agency LLC14,726$330K0.0%+4.0%0.069%
10/19/2024Cedrus LLC99,265$2.22M0.8%+89.3%0.463%
10/18/2024Raymond James & Associates707,199$15.84M0.0%+181.5%3.297%
10/16/2024 Marshall Financial Group LLC633,349$14.19M3.4%-1.4%2.953%
10/16/2024 Global Retirement Partners LLC77,285$1.73M0.1%+235.5%0.360%
10/16/2024 Good Life Advisors LLC66,919$1.50M0.1%+8.2%0.312%
10/11/2024 Iams Wealth Management LLC66,559$1.49M0.7%+35.9%0.310%
10/10/2024 Concourse Financial Group Securities Inc.15,914$356K0.0%-5.9%0.074%
10/9/2024 Ferguson Shapiro LLC16,215$363K0.1%-17.0%0.076%
10/8/2024 CWM LLC6,939$155K0.0%N/A0.032%
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10/7/2024 SignalPoint Asset Management LLC45,058$1.01M0.2%-38.3%0.210%
10/3/2024 Private Client Services LLC9,115$204K0.1%N/A0.042%
10/3/2024 Park Avenue Securities LLC48,067$1.08M0.0%-3.4%0.224%
9/23/2024 Centaurus Financial Inc.5,345$112K0.0%N/A0.025%
9/5/2024 Sanctuary Advisors LLC33,382$676K0.0%N/A0.156%
8/22/2024 Cetera Investment Advisers492,917$10.37M0.0%+15.6%2.298%
8/21/2024 Truist Financial Corp53,473$1.13M0.0%-1.5%0.249%
8/16/2024 Gateway Wealth Partners LLC63,171$1.33M0.4%N/A0.295%
8/16/2024 NewEdge Advisors LLC265,041$5.57M0.0%+25.6%1.236%
8/13/2024 AE Wealth Management LLC80,063$1.68M0.0%+15.6%0.373%
8/13/2024Benjamin F. Edwards & Company Inc.84,747$1.78M0.0%+33.2%0.395%
8/9/2024 GDS Wealth Management686,041$14.43M1.6%+19.9%3.198%
8/8/2024 Envestnet Asset Management Inc.1,075,365$22.62M0.0%+0.9%5.013%
8/8/2024 CoreCap Advisors LLC78,155$1.64M0.2%N/A0.364%
8/8/2024 LPL Financial LLC1,907,465$40.11M0.0%+36.6%8.893%
8/7/2024 Wedbush Securities Inc.13,356$281K0.0%+15.3%0.062%
8/5/2024 Altus Wealth Group LLC12,717$267K0.1%-36.0%0.059%
8/2/2024 FSB Premier Wealth Management Inc.28,278$595K0.3%N/A0.132%
7/31/2024 Spire Wealth Management28,207$593K0.0%N/A0.132%
7/31/2024Commonwealth Equity Services LLC429,169$9.03M0.0%+23.9%2.001%
7/31/2024 IFG Advisory LLC110,784$2.33M0.1%+29.6%0.516%
7/31/2024 Holistic Financial Partners244,687$5.15M2.6%-0.5%1.141%
7/30/2024 International Assets Investment Management LLC2,500$53K0.0%N/A0.012%
7/26/2024 Walkner Condon Financial Advisors LLC394,771$8.30M1.8%+1.1%1.840%
7/26/2024 Harbour Investments Inc.427,410$8.99M0.3%-13.2%1.993%
7/26/2024 Patriot Financial Group Insurance Agency LLC14,157$298K0.0%+24.5%0.066%
7/26/2024 Cambridge Investment Research Advisors Inc.732,378$15.40M0.1%-8.9%3.414%
7/26/2024 Bank of New York Mellon Corp190,190$4M0.0%-10.9%0.887%
7/25/2024 First Heartland Consultants Inc.34,456$725K0.1%-86.9%0.161%
7/23/2024 Concourse Financial Group Securities Inc.16,904$355K0.0%-11.6%0.079%
7/22/2024 Atria Wealth Solutions Inc.1,054,953$22.19M0.2%+14.5%4.918%
7/22/2024 Centennial Wealth Advisory LLC10,096$212K0.1%-15.6%0.047%
7/19/2024 Western Wealth Management LLC10,100$212K0.0%-15.2%0.047%
7/19/2024 Marshall Financial Group LLC642,277$13.51M3.8%+8.4%2.994%
7/19/2024Raymond James & Associates251,197$5.28M0.0%+4.0%1.171%
7/17/2024Midwest Financial Group LLC104,990$2.21M1.4%+3.5%0.489%
7/16/2024 Envestnet Portfolio Solutions Inc.95,317$2.01M0.0%-2.3%0.444%
7/16/2024 Maia Wealth LLC41,216$880K0.3%N/A0.192%
7/15/2024RFG Advisory LLC16,702$351K0.0%N/A0.078%
7/15/2024 Coastline Trust Co17,765$374K0.0%-20.7%0.083%
7/11/2024 Clarus Wealth Advisors11,356$241K0.1%-60.1%0.053%
7/9/2024 Park Avenue Securities LLC49,760$1.05M0.0%+13.5%0.232%
5/24/2024Cetera Advisors LLC64,318$1.38M0.0%+251.8%0.300%
5/24/2024 Cetera Investment Advisers426,463$9.12M0.0%+1,286.5%1.988%
5/21/2024 Atria Investments Inc48,559$1.04M0.0%-39.6%0.226%
5/17/2024 Comerica Bank11,260$241K0.0%N/A0.052%
5/17/2024Coppell Advisory Solutions Corp.10,312$220K0.0%N/A0.048%
5/15/2024 Kestra Advisory Services LLC621,210$13.28M0.1%+63.3%2.896%
5/14/2024 Owen LaRue LLC277,881$5.94M3.7%N/A1.305%
5/10/2024 Osaic Holdings Inc.596,713$12.65M0.0%+54.2%2.801%
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5/9/2024 Orion Portfolio Solutions LLC79,276$1.70M0.0%N/A0.372%
5/9/2024 Kingsview Wealth Management LLC146,672$3.14M0.1%+5.8%0.689%
5/8/2024 Avantax Advisory Services Inc.23,150$495K0.0%-8.8%0.109%
5/7/2024 Concurrent Investment Advisors LLC64,627$1.38M0.1%+7.8%0.303%
5/7/2024 Oppenheimer & Co. Inc.17,891$383K0.0%+31.1%0.084%
5/6/2024 Envestnet Portfolio Solutions Inc.97,524$2.09M0.0%N/A0.458%
5/4/2024 Geneos Wealth Management Inc.93,130$1.99M0.1%N/A0.437%
5/1/2024 Janney Montgomery Scott LLC273,059$5.84M0.0%+209.4%1.282%
5/1/2024 Concourse Financial Group Securities Inc.19,121$409K0.0%+618.3%0.090%
4/29/2024Commonwealth Equity Services LLC346,416$7.41M0.0%+19.8%1.626%
(Data available from 1/1/2016 forward)

LGOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LGOV shares?

During the previous two years, 104 institutional investors and hedge funds held shares of First Trust Long Duration Opportunities ETF. The most heavily invested institutionals were LPL Financial LLC ($40.11M), Envestnet Asset Management Inc. ($22.62M), Atria Wealth Solutions Inc. ($22.19M), HighTower Advisors LLC ($21.03M), Gladstone Institutional Advisory LLC ($20.51M), GDS Wealth Management ($17.38M), and Stephens Inc. AR ($16.35M).Learn more on LGOV's institutional investors.

Which institutional investors have been buying First Trust Long Duration Opportunities ETF stock?

Of the 92 institutional investors that purchased First Trust Long Duration Opportunities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.01M), Cambridge Investment Research Advisors Inc. ($803.99K), Commonwealth Equity Services LLC ($690.21K), GDS Wealth Management ($682.06K), Atria Wealth Solutions Inc. ($664.82K), Marshall Financial Group LLC ($643.52K), and Raymond James & Associates ($607K).

How much institutional buying is happening at First Trust Long Duration Opportunities ETF?

Institutional investors have bought a total of 13,031,440 shares in the last 24 months. This purchase volume represents approximately $284.55M in transactions.

Which First Trust Long Duration Opportunities ETF major shareholders have been selling company stock?

Of the 45 institutional investors that sold First Trust Long Duration Opportunities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ferguson Shapiro LLC ($311.55K), Commonwealth Equity Services LLC ($290.64K), First Heartland Consultants Inc. ($233.23K), AE Wealth Management LLC ($192.34K), Raymond James Financial Services Advisors Inc. ($188.75K), Envestnet Asset Management Inc. ($142.00K), and Gladstone Institutional Advisory LLC ($128.49K).

How much institutional selling is happening at First Trust Long Duration Opportunities ETF?

Institutional investors have sold a total of 2,238,759 shares in the last 24 months. This volume of shares sold represents approximately $47.29M in transactions.



This page (NYSEARCA:LGOV) was last updated on 12/22/2024 by MarketBeat.com Staff
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