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First Trust Long Duration Opportunities ETF (LGOV) Institutional Ownership

$20.91 +0.10 (+0.48%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Long Duration Opportunities ETF (NYSEARCA:LGOV)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$165.02M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$30.52M
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LGOV Institutional Buying and Selling by Quarter

First Trust Long Duration Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Marshall Financial Group LLC676,567$14.10M3.4%+6.8%3.154%
1/21/2025Cyndeo Wealth Partners LLC296,623$6.18M0.4%N/A1.383%
1/21/2025Geneos Wealth Management Inc.110,094$2.29M0.1%+3.5%0.513%
1/21/2025Accel Wealth Management77,227$1.61M0.6%+7.0%0.360%
1/21/2025Midwest Financial Group LLC108,223$2.26M1.3%+0.9%0.505%
1/21/2025RFG Advisory LLC16,163$337K0.0%-5.2%0.075%
1/17/2025 Janney Montgomery Scott LLC367,062$7.65M0.0%+14.1%1.711%
1/15/2025 Householder Group Estate & Retirement Specialist LLC12,372$257K0.2%+565.2%0.058%
1/14/2025 Financial Enhancement Group LLC690,307$14.09M2.2%N/A3.218%
1/14/2025 Park Avenue Securities LLC46,866$977K0.0%-2.5%0.218%
1/8/2025 Private Client Services LLC11,342$236K0.1%+24.4%0.053%
11/25/2024Sanctuary Advisors LLC39,287$828K0.0%+17.7%0.183%
11/15/2024MML Investors Services LLC16,412$368K0.0%+24.5%0.077%
11/15/2024Orion Portfolio Solutions LLC114,453$2.56M0.1%+15.3%0.534%
11/15/2024Stifel Financial Corp217,161$4.86M0.0%+447.3%1.012%
11/15/2024Pinnacle Family Advisors LLC59,863$1.34M0.7%-1.3%0.279%
11/15/2024Integrated Wealth Concepts LLC9,797$219K0.0%-58.4%0.046%
11/15/2024HighTower Advisors LLC938,764$21.03M0.0%+17.1%4.377%
11/15/2024Benjamin Edwards Inc.87,564$1.96M0.0%+7,587.8%0.408%
11/12/2024Kingsview Wealth Management LLC91,528$2.05M0.0%-39.1%0.427%
11/12/2024Concorde Asset Management LLC11,057$248K0.1%N/A0.052%
11/8/2024Prospera Financial Services Inc128,207$2.87M0.1%+19.7%0.598%
11/7/2024Holistic Financial Partners252,236$5.65M2.7%+3.1%1.176%
11/6/2024Coastline Trust Co16,045$359K0.0%-9.7%0.075%
11/6/2024Kovack Advisors Inc.9,354$210K0.0%N/A0.044%
11/6/2024Oppenheimer & Co. Inc.41,392$927K0.0%+19.4%0.193%
11/5/2024Harbour Investments Inc.380,553$8.52M0.3%-11.0%1.774%
11/4/2024Core Wealth Partners LLC39,990$896K0.5%+252.8%0.186%
11/4/2024GDS Wealth Management775,683$17.38M1.7%+13.1%3.616%
11/4/2024Sigma Planning Corp207,673$4.65M0.1%+53.2%0.968%
11/1/2024Assetmark Inc.124,360$2.79M0.0%+12.2%0.580%
10/31/2024Walkner Condon Financial Advisors LLC376,917$8.44M1.7%-4.5%1.757%
10/30/2024Centennial Wealth Advisory LLC24,037$538K0.2%+138.1%0.112%
10/30/2024Maia Wealth LLC44,088$946K0.2%+7.0%0.206%
10/29/2024 Janney Montgomery Scott LLC321,730$7.21M0.0%+8.2%1.500%
10/28/2024Gladstone Institutional Advisory LLC915,789$20.51M1.0%-8.0%4.269%
10/28/2024Creative Financial Designs Inc. ADV46,621$1.04M0.1%+1.2%0.217%
10/28/2024Stephens Inc. AR729,784$16.35M0.2%+21.3%3.402%
10/28/2024US Bancorp DE8,128$182K0.0%N/A0.038%
10/25/2024Integrated Advisors Network LLC27,511$616K0.0%-19.8%0.128%
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10/25/2024Gateway Wealth Partners LLC55,812$1.25M0.3%-11.6%0.260%
10/24/2024Patriot 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%
10/16/2024Marshall Financial Group LLC633,349$14.19M3.4%-1.4%2.953%
10/16/2024Global Retirement Partners LLC77,285$1.73M0.1%+235.5%0.360%
10/16/2024Good Life Advisors LLC66,919$1.50M0.1%+8.2%0.312%
10/11/2024Iams Wealth Management LLC66,559$1.49M0.7%+35.9%0.310%
10/10/2024Concourse Financial Group Securities Inc.15,914$356K0.0%-5.9%0.074%
10/9/2024Ferguson Shapiro LLC16,215$363K0.1%-17.0%0.076%
10/8/2024CWM LLC6,939$155K0.0%N/A0.032%
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%
9/23/2024Centaurus Financial Inc.5,345$112K0.0%N/A0.025%
9/5/2024Sanctuary Advisors LLC33,382$676K0.0%N/A0.156%
8/22/2024Cetera Investment Advisers492,917$10.37M0.0%+15.6%2.298%
8/21/2024Truist Financial Corp53,473$1.13M0.0%-1.5%0.249%
8/16/2024Gateway Wealth Partners LLC63,171$1.33M0.4%N/A0.295%
8/16/2024NewEdge Advisors LLC265,041$5.57M0.0%+25.6%1.236%
8/13/2024AE 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%
8/9/2024GDS Wealth Management686,041$14.43M1.6%+19.9%3.198%
8/8/2024Envestnet Asset Management Inc.1,075,365$22.62M0.0%+0.9%5.013%
8/8/2024CoreCap Advisors LLC78,155$1.64M0.2%N/A0.364%
8/8/2024LPL Financial LLC1,907,465$40.11M0.0%+36.6%8.893%
8/7/2024Wedbush Securities Inc.13,356$281K0.0%+15.3%0.062%
8/5/2024Altus Wealth Group LLC12,717$267K0.1%-36.0%0.059%
8/2/2024FSB Premier Wealth Management Inc.28,278$595K0.3%N/A0.132%
7/31/2024Spire Wealth Management28,207$593K0.0%N/A0.132%
7/31/2024Commonwealth Equity Services LLC429,169$9.03M0.0%+23.9%2.001%
7/31/2024IFG Advisory LLC110,784$2.33M0.1%+29.6%0.516%
7/31/2024Holistic Financial Partners244,687$5.15M2.6%-0.5%1.141%
7/30/2024 International Assets Investment Management LLC2,500$53K0.0%N/A0.012%
7/26/2024Walkner Condon Financial Advisors LLC394,771$8.30M1.8%+1.1%1.840%
7/26/2024Harbour Investments Inc.427,410$8.99M0.3%-13.2%1.993%
7/26/2024Patriot Financial Group Insurance Agency LLC14,157$298K0.0%+24.5%0.066%
7/26/2024Cambridge Investment Research Advisors Inc.732,378$15.40M0.1%-8.9%3.414%
7/26/2024Bank of New York Mellon Corp190,190$4M0.0%-10.9%0.887%
7/25/2024First Heartland Consultants Inc.34,456$725K0.1%-86.9%0.161%
7/23/2024Concourse Financial Group Securities Inc.16,904$355K0.0%-11.6%0.079%
7/22/2024Atria Wealth Solutions Inc.1,054,953$22.19M0.2%+14.5%4.918%
7/22/2024Centennial Wealth Advisory LLC10,096$212K0.1%-15.6%0.047%
7/19/2024Western Wealth Management LLC10,100$212K0.0%-15.2%0.047%
7/19/2024Marshall 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%
7/16/2024Envestnet Portfolio Solutions Inc.95,317$2.01M0.0%-2.3%0.444%
7/16/2024Maia Wealth LLC41,216$880K0.3%N/A0.192%
7/15/2024RFG Advisory LLC16,702$351K0.0%N/A0.078%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
7/15/2024Coastline 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%
5/24/2024Cetera Investment Advisers426,463$9.12M0.0%+1,286.5%1.988%
5/21/2024Atria Investments Inc48,559$1.04M0.0%-39.6%0.226%
5/17/2024Comerica Bank11,260$241K0.0%N/A0.052%
5/17/2024Coppell Advisory Solutions Corp.10,312$220K0.0%N/A0.048%
5/15/2024Kestra Advisory Services LLC621,210$13.28M0.1%+63.3%2.896%
5/14/2024Owen LaRue LLC277,881$5.94M3.7%N/A1.305%
(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, 108 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 96 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), Financial Enhancement Group LLC ($690.31K), Commonwealth Equity Services LLC ($690.21K), Marshall Financial Group LLC ($686.73K), GDS Wealth Management ($682.06K), and Atria Wealth Solutions Inc. ($664.82K).

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

Institutional investors have bought a total of 14,125,334 shares in the last 24 months. This purchase volume represents approximately $307.34M in transactions.

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

Of the 46 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 2,240,851 shares in the last 24 months. This volume of shares sold represents approximately $47.34M in transactions.


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This page (NYSEARCA:LGOV) was last updated on 1/21/2025 by MarketBeat.com Staff
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