FIRST TR LONG DURATION O-ETF (LGOV) Institutional Shareholders
FIRST TR LONG DURATION O-ETF (LGOV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $538.66M in LGOV holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of LGOV tracked by InsiderSet, reporting ownership valued at approximately $88.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.94M, representing an estimated loss of -4.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed LGOV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Royal Bank Of Canada, Morgan Stanley, and several other long-term asset managers with concentrated positions in FIRST TR LONG DURATION O-ETF (LGOV).
This page ranks the largest institutional LGOV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
152
Total Reported Value
$538.66M
Largest Holder
Lpl Financial Llc
Largest Position
$88.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 4,147,654 | $88,759,780 | $84,943,954 | -$3,815,826 | -4.30% | |
| Royal Bank Of Canada | 0.01% | 2,114,701 | $45,255,000 | $43,309,076 | -$1,945,924 | -4.30% | |
| Morgan Stanley | 0.00% | 1,824,095 | $39,035,656 | $37,357,466 | -$1,678,190 | -4.30% | |
| Gds Wealth Management | 1.16% | 1,136,196 | $24,314,594 | $23,269,294 | -$1,045,300 | -4.30% | |
| Citadel Advisors Llc | 0.01% | 1,052,410 | $22,521,574 | $21,553,357 | -$968,217 | -4.30% | |
| Stratos Investment Management, Llc | 0.79% | 1,018,281 | $21,791,218 | $20,854,395 | -$936,823 | -4.30% | |
| Walkner Condon Financial Advisors Llc | 2.31% | 937,471 | $20,061,878 | $19,199,406 | -$862,472 | -4.30% | |
| Stephens Inc | 0.21% | 873,428 | $18,691,349 | $17,887,805 | -$803,544 | -4.30% | |
| Cetera Investment Advisers | 0.02% | 834,214 | $17,852,179 | $17,084,703 | -$767,476 | -4.30% | |
| Envestnet Asset Management Inc | 0.00% | 827,103 | $17,700,006 | $16,939,069 | -$760,937 | -4.30% | |
| Concurrent Investment Advisors, Llc | 0.10% | 571,686 | $12,234,064 | $11,708,129 | -$525,935 | -4.30% | |
| Integrated Wealth Concepts Llc | 0.07% | 535,772 | $11,465,516 | $10,972,611 | -$492,905 | -4.30% | |
| Financial Enhancement Group Llc | 1.26% | 494,720 | $10,587,004 | $10,131,866 | -$455,138 | -4.30% | |
| Raymond James Financial Inc | 0.00% | 459,940 | $9,842,716 | $9,419,571 | -$423,145 | -4.30% | |
| Csenge Advisory Group | 0.40% | 457,557 | $9,791,724 | $9,370,767 | -$420,957 | -4.30% | |
| First Trust Advisors Lp | 0.01% | 434,003 | $9,287,656 | $8,888,381 | -$399,275 | -4.30% | |
| Anderson Financial Strategies, Llc | 4.03% | 368,715 | $7,761,451 | $7,551,283 | -$210,168 | -2.71% | |
| Tidemark, Llc | 1.69% | 350,699 | $7,504,963 | $7,182,316 | -$322,647 | -4.30% | |
| Kingsview Wealth Management, Llc | 0.08% | 311,802 | $6,672,563 | $6,385,705 | -$286,858 | -4.30% | |
| &Partners | 0.03% | 309,722 | $6,628,059 | $6,343,107 | -$284,952 | -4.30% | |
| Centennial Wealth Advisory Llc | 1.21% | 261,399 | $5,593,853 | $5,353,452 | -$240,401 | -4.30% | |
| Heck Capital Advisors, Llc | 0.33% | 255,230 | $5,461,932 | $5,227,110 | -$234,822 | -4.30% | |
| Farther Finance Advisors, Llc | 0.04% | 236,943 | $5,070,580 | $4,852,593 | -$217,987 | -4.30% | |
| Osaic Holdings, Inc. | 0.01% | 221,507 | $4,740,051 | $4,536,463 | -$203,588 | -4.30% | |
| Newedge Advisors, Llc | 0.01% | 206,018 | $4,408,788 | $4,219,249 | -$189,539 | -4.30% | |
| Benjamin Edwards Inc | 0.04% | 198,691 | $4,252,829 | $4,069,192 | -$183,637 | -4.32% | |
| Old Mission Capital Llc | 0.11% | 195,709 | $4,188,172 | $4,008,120 | -$180,052 | -4.30% | |
| Tsfg, Llc | 0.53% | 195,116 | $4,175,000 | $3,995,976 | -$179,024 | -4.29% | |
| Marshall Financial Group, Llc | 0.60% | 191,848 | $4,105,557 | $3,929,047 | -$176,510 | -4.30% | |
| Midwest Financial Network, Llc | 2.67% | 183,001 | $3,916,215 | $3,747,860 | -$168,355 | -4.30% | |
| Hrt Financial Lp | 0.01% | 178,317 | $3,815,000 | $3,651,932 | -$163,068 | -4.27% | |
| Comprehensive Wealth Management, Llc | 1.65% | 168,729 | $3,610,801 | $3,455,570 | -$155,231 | -4.30% | |
| Janney Montgomery Scott Llc | 0.01% | 157,336 | $3,367,000 | $3,222,241 | -$144,759 | -4.30% | |
| Fsb Premier Wealth Management, Inc. | 0.89% | 148,365 | $3,175,010 | $3,038,515 | -$136,495 | -4.30% | |
| Prospera Financial Services Inc | 0.04% | 142,186 | $3,042,616 | $2,911,969 | -$130,647 | -4.29% | |
| Midwest Financial Group Llc | 1.01% | 134,827 | $2,885,295 | $2,761,257 | -$124,038 | -4.30% | |
| Arvest Investments, Inc. | 0.33% | 129,401 | $2,769,193 | $2,650,132 | -$119,061 | -4.30% | |
| Iams Wealth Management, Llc | 0.82% | 127,861 | $2,736,254 | $2,618,593 | -$117,661 | -4.30% | |
| Jane Street Group, Llc | 0.00% | 124,590 | $2,666,226 | $2,551,603 | -$114,623 | -4.30% | |
| Kestra Advisory Services, Llc | 0.01% | 117,838 | $2,521,736 | $2,413,322 | -$108,414 | -4.30% | |
| Gladstone Institutional Advisory Llc | 0.08% | 113,789 | $2,435,076 | $2,330,399 | -$104,677 | -4.30% | |
| Holistic Financial Partners | 1.48% | 113,218 | $2,422,871 | $2,318,705 | -$104,166 | -4.30% | |
| Mutual Advisors, Llc | 0.05% | 112,137 | $2,399,732 | $2,296,566 | -$103,166 | -4.30% | |
| Mgo One Seven Llc | 0.04% | 104,717 | $2,240,944 | $2,144,604 | -$96,340 | -4.30% | |
| Assetmark, Inc | 0.00% | 104,410 | $2,234,374 | $2,138,317 | -$96,057 | -4.30% | |
| Goldman Sachs Group Inc | 0.00% | 102,955 | $2,203,237 | $2,108,518 | -$94,719 | -4.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 98,736 | $2,112,940 | $2,022,113 | -$90,827 | -4.30% | |
| Tcfg Wealth Management, Llc | 0.63% | 78,439 | $1,691,927 | $1,606,431 | -$85,496 | -5.05% | |
| Tcfg Investment Advisors, Llc | 0.57% | 78,466 | $1,679,165 | $1,606,984 | -$72,181 | -4.30% | |
| Independent Financial Group, Llc | 0.03% | 76,705 | $1,641,487 | $1,570,918 | -$70,569 | -4.30% |
Frequently asked questions about LGOV
Who owns the most LGOV stock?
The largest holders of LGOV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TR LONG DURATION O-ETF (LGOV).
Is LGOV widely held by superinvestors?
Many widely followed stocks like LGOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LGOV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.