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First Trust Long Duration Opportunities ETF (LGOV) Institutional Ownership

$21.10 +0.07 (+0.33%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$240.16M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$53.67M
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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
2/17/2025 Visionary Wealth Advisors88,606$1.85M0.1%-23.2%0.413%
2/17/2025 Snowden Capital Advisors LLC45,552$949K0.0%-5.9%0.212%
2/17/2025 Royal Bank of Canada864,781$18.02M0.0%+3.6%4.032%
2/17/2025 CoreCap Advisors LLC202,224$4.21M0.2%+127.6%0.943%
2/17/2025 Cetera Investment Advisers389,155$8.11M0.0%+7.0%1.814%
2/17/2025 Citadel Advisors LLC489,771$10.21M0.0%N/A2.283%
2/17/2025 Benjamin Edwards Inc.116,067$2.42M0.0%+32.6%0.541%
2/17/2025 Ameriprise Financial Inc.29,884$623K0.0%N/A0.139%
2/14/2025 Jane Street Group LLC20,003$417K0.0%N/A0.093%
2/14/2025 Comerica Bank5,763$120K0.0%-51.6%0.027%
2/14/2025 Coppell Advisory Solutions LLC84,051$1.76M0.2%+37.5%0.392%
2/14/2025 Stifel Financial Corp44,262$922K0.0%-79.6%0.206%
2/14/2025 Coastline Trust Co11,820$246K0.0%-26.3%0.055%
2/14/2025 First Trust Advisors LP235,959$4.92M0.0%+2.2%1.100%
2/14/2025 GeoWealth Management LLC15,722$328K0.0%-57.7%0.073%
2/14/2025 Concourse Financial Group Securities Inc.16,919$353K0.0%+6.3%0.079%
2/13/2025 NewEdge Advisors LLC240,934$5.02M0.0%+1.2%1.123%
2/13/2025 LaSalle St. Investment Advisors LLC23,600$491K0.2%N/A0.110%
2/13/2025 Summit Investment Advisors Inc.30,577$637K0.6%+11.7%0.143%
2/13/2025 Raymond James Financial Inc.1,366,849$28.49M0.0%N/A6.372%
2/13/2025 Envestnet Asset Management Inc.1,087,483$22.66M0.0%-3.6%5.070%
2/13/2025 Wells Fargo & Company MN1,770$37K0.0%+588.7%0.008%
2/12/2025 OLD Mission Capital LLC27,667$577K0.0%N/A0.129%
2/12/2025 FSB Premier Wealth Management Inc.98,771$2.06M0.8%+36.5%0.460%
2/12/2025 BlueChip Wealth Advisors LLC11,125$232K0.1%N/A0.052%
2/12/2025 Tucker Asset Management LLC4,711$98K0.0%+121.2%0.022%
2/12/2025 Orion Portfolio Solutions LLC121,354$2.53M0.0%+6.0%0.566%
2/12/2025 Core Wealth Partners LLC39,410$821K0.5%-1.5%0.184%
2/12/2025 TrueMark Investments LLC21,106$440K0.1%N/A0.098%
2/11/2025 Sequent Planning LLC121,104$2.52M0.9%+1.8%0.565%
2/11/2025 LPL Financial LLC2,925,779$60.97M0.0%+2.9%13.640%
2/10/2025 Creative Financial Designs Inc. ADV43,527$907K0.1%-6.6%0.203%
2/10/2025 Harbour Investments Inc.409,842$8.54M0.2%+7.7%1.911%
2/10/2025 Envestnet Portfolio Solutions Inc.113,260$2.36M0.0%-7.9%0.528%
2/10/2025 Commonwealth Equity Services LLC490,746$10.23M0.0%+3.0%2.288%
2/10/2025 Avantax Advisory Services Inc.201,476$4.20M0.0%+18.9%0.939%
2/7/2025 PFG Advisors45,254$943K0.1%+65.4%0.211%
2/7/2025 HighTower Advisors LLC857,450$17.87M0.0%-8.7%3.997%
2/7/2025 Independent Advisor Alliance66,840$1.39M0.0%N/A0.312%
2/7/2025 FWG Holdings LLC373,883$7.82M3.8%N/A1.743%
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2/6/2025 Raymond James Financial Inc.1,366,849$28.49M0.0%N/A6.372%
2/6/2025 Assetmark Inc.147,116$3.07M0.0%+18.3%0.686%
2/6/2025 Synergy Investment Management LLC8,361$174K0.1%N/A0.039%
2/5/2025 SRS Capital Advisors Inc.265,901$5.54M0.3%N/A1.240%
2/5/2025 Maia Wealth LLC49,808$1.04M0.2%+13.0%0.232%
2/5/2025 US Bancorp DE10,628$221K0.0%+30.8%0.050%
2/5/2025 Private Trust Co. NA3,294$69K0.0%+41.6%0.015%
2/4/2025 Bank of New York Mellon Corp159,942$3.33M0.0%-8.9%0.746%
2/4/2025 Holistic Financial Partners235,344$4.91M2.4%-6.7%1.097%
2/4/2025 IFP Advisors Inc71,997$1.50M0.0%-9.8%0.336%
2/3/2025 Sigma Planning Corp85,596$1.78M0.1%-58.8%0.399%
2/3/2025 Concurrent Investment Advisors LLC44,531$928K0.0%N/A0.208%
1/31/2025 Global Retirement Partners LLC23,001$479K0.0%-70.2%0.107%
1/31/2025 Atria Wealth Solutions Inc.1,031,467$21.50M0.2%-3.7%4.809%
1/31/2025 Truist Financial Corp46,607$971K0.0%-30.6%0.217%
1/31/2025 Sanctuary Advisors LLC41,422$869K0.0%+5.4%0.193%
1/30/2025 Csenge Advisory Group671,085$13.99M0.8%-0.6%3.129%
1/30/2025 Principal Securities Inc.16,805$350K0.0%+7.0%0.078%
1/30/2025 Walkner Condon Financial Advisors LLC392,513$8.18M1.7%+4.1%1.830%
1/29/2025 Gladstone Institutional Advisory LLC370,857$7.73M0.4%-59.5%1.729%
1/28/2025 Kestra Private Wealth Services LLC28,258$589K0.0%-13.7%0.132%
1/28/2025 Stephens Inc. AR657,818$13.71M0.2%-9.9%3.067%
1/28/2025 Kingsview Wealth Management LLC78,749$1.64M0.0%-14.0%0.367%
1/28/2025 Apollon Wealth Management LLC13,575$283K0.0%-5.4%0.063%
1/27/2025 Centennial Wealth Advisory LLC52,343$1.09M0.4%+117.8%0.244%
1/27/2025 Stratos Investment Management LLC118,957$2.48M0.1%N/A0.555%
1/24/2025 GDS Wealth Management876,285$18.26M1.7%+13.0%4.085%
1/24/2025 Spire Wealth Management26,234$547K0.0%+9.4%0.122%
1/23/2025 Ferguson Shapiro LLC17,847$372K0.1%+10.1%0.083%
1/23/2025 Iams Wealth Management LLC78,410$1.63M0.7%+17.8%0.366%
1/23/2025 Gateway Wealth Partners LLC54,625$1.14M0.3%-2.1%0.255%
1/22/2025 Perigon Wealth Management LLC19,143$398K0.0%+112.5%0.089%
1/21/2025 Marshall Financial Group LLC676,567$14.10M3.4%+6.8%3.154%
1/21/2025 Cyndeo Wealth Partners LLC296,623$6.18M0.4%N/A1.383%
1/21/2025 Geneos Wealth Management Inc.110,094$2.29M0.1%+3.5%0.513%
1/21/2025 Accel Wealth Management77,227$1.61M0.6%+7.0%0.360%
1/21/2025 Midwest Financial Group LLC108,223$2.26M1.3%+0.9%0.505%
1/21/2025 RFG 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%
11/25/2024 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%
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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%
(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, 130 institutional investors and hedge funds held shares of First Trust Long Duration Opportunities ETF. The most heavily invested institutionals were LPL Financial LLC ($60.97M), Raymond James Financial Inc. ($28.49M), Envestnet Asset Management Inc. ($22.66M), Atria Wealth Solutions Inc. ($21.50M), GDS Wealth Management ($18.26M), Royal Bank of Canada ($18.02M), and HighTower Advisors LLC ($17.87M).Learn more on LGOV's institutional investors.

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

Of the 117 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: Raymond James Financial Inc. ($2.73M), LPL Financial LLC ($1.07M), Cambridge Investment Research Advisors Inc. ($803.99K), GDS Wealth Management ($782.66K), Commonwealth Equity Services LLC ($704.40K), Financial Enhancement Group LLC ($690.31K), 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 18,653,007 shares in the last 24 months. This purchase volume represents approximately $401.32M in transactions.

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

Of the 57 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: Gladstone Institutional Advisory LLC ($673.42K), Ferguson Shapiro LLC ($311.55K), Commonwealth Equity Services LLC ($290.64K), First Heartland Consultants Inc. ($233.23K), Sigma Planning Corp ($219.91K), AE Wealth Management LLC ($192.34K), and Raymond James Financial Services Advisors Inc. ($188.75K).

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

Institutional investors have sold a total of 3,511,969 shares in the last 24 months. This volume of shares sold represents approximately $73.81M in transactions.



This page (NYSEARCA:LGOV) was last updated on 2/22/2025 by MarketBeat.com Staff
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