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First Trust Long Duration Opportunities ETF (LGOV) Institutional Ownership

$21.38 -0.09 (-0.42%)
As of 05/2/2025 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)
100
Total
Institutional Inflows
(last 12 months)
$237.90M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$50.37M
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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
5/2/2025Kingsview Wealth Management LLC69,233$1.49M0.0%-12.1%0.216%
5/2/2025Sigma Planning Corp58,578$1.26M0.0%-31.6%0.183%
5/1/2025 CWM LLC1,344$29K0.0%-60.9%0.004%
5/1/2025 Stephens Inc. AR685,013$14.73M0.2%+4.1%2.141%
5/1/2025 Park Square Financial Group LLC59,826$1.29M1.0%-25.4%0.187%
5/1/2025 Gateway Wealth Partners LLC61,203$1.32M0.3%+12.0%0.191%
4/30/2025 Synergy Investment Management LLC9,156$197K0.1%+9.5%0.029%
4/29/2025 Envestnet Asset Management Inc.1,137,783$24.46M0.0%+4.6%3.556%
4/29/2025 Concurrent Investment Advisors LLC47,322$1.02M0.0%+6.3%0.148%
4/29/2025 Bank of New York Mellon Corp140,688$3.03M0.0%-12.0%0.440%
4/29/2025 Aurora Private Wealth Inc.42,931$923K0.2%N/A0.134%
4/28/2025 Rossby Financial LCC4,442$95K0.0%N/A0.014%
4/23/2025 Western Wealth Management LLC105,291$2.26M0.1%-17.2%0.329%
4/23/2025 Creative Financial Designs Inc. ADV2,010$43K0.0%-95.4%0.006%
4/23/2025 Perigon Wealth Management LLC20,387$438K0.0%+6.5%0.064%
4/23/2025 HBK Sorce Advisory LLC14,650$315K0.0%N/A0.046%
4/23/2025 Ferguson Shapiro LLC18,403$396K0.1%+3.1%0.058%
4/23/2025 Aurora Private Wealth Inc.42,931$923K0.0%N/A0.134%
4/23/2025 Financial Enhancement Group LLC1,004,933$21.04M3.3%+45.6%3.140%
4/23/2025 Walkner Condon Financial Advisors LLC588,451$12.65M2.6%+49.9%1.839%
4/23/2025 Oppenheimer & Co. Inc.36,154$777K0.0%-12.5%0.113%
4/22/2025 TrueMark Investments LLC10,535$227K0.1%-50.1%0.033%
4/22/2025 Cambridge Investment Research Advisors Inc.884,945$19.03M0.1%-2.9%2.765%
4/22/2025 Midwest Financial Group LLC102,402$2.20M1.3%-5.4%0.320%
4/21/2025 Envestnet Portfolio Solutions Inc.100,883$2.17M0.0%-10.9%0.315%
4/21/2025 Centennial Wealth Advisory LLC58,967$1.27M0.5%+12.7%0.184%
4/17/2025 Janney Montgomery Scott LLC239,813$5.16M0.0%-34.7%0.749%
4/17/2025 Tcfg Wealth Management LLC79,559$1.71M0.9%N/A0.249%
4/16/2025 Marshall Financial Group LLC690,417$14.84M3.2%+2.0%2.158%
4/15/2025 GPS Wealth Strategies Group LLC4,294$92K0.0%N/A0.013%
4/15/2025 Integrated Advisors Network LLC22,308$480K0.0%-22.7%0.070%
4/14/2025 Park Avenue Securities LLC43,545$936K0.0%-7.1%0.136%
4/10/2025 Accel Wealth Management61,627$1.33M0.5%-20.2%0.200%
4/9/2025 HBW Advisory Services LLC10,366$223K0.0%N/A0.034%
2/28/2025 Park Square Financial Group LLC80,178$1.67M1.2%N/A0.255%
2/25/2025 Integrated Advisors Network LLC28,864$602K0.0%+4.9%0.092%
2/17/2025Visionary Wealth Advisors88,606$1.85M0.1%-23.2%0.413%
2/17/2025Snowden Capital Advisors LLC45,552$949K0.0%-5.9%0.212%
2/17/2025Royal Bank of Canada864,781$18.02M0.0%+3.6%4.032%
2/17/2025CoreCap Advisors LLC202,224$4.21M0.2%+127.6%0.943%
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2/17/2025Cetera Investment Advisers389,155$8.11M0.0%+7.0%1.814%
2/17/2025Citadel Advisors LLC489,771$10.21M0.0%N/A2.283%
2/17/2025Benjamin Edwards Inc.116,067$2.42M0.0%+32.6%0.541%
2/17/2025Ameriprise Financial Inc.29,884$623K0.0%N/A0.139%
2/14/2025Jane Street Group LLC20,003$417K0.0%N/A0.093%
2/14/2025Comerica Bank5,763$120K0.0%-51.6%0.027%
2/14/2025Coppell Advisory Solutions LLC84,051$1.76M0.2%+37.5%0.392%
2/14/2025Stifel Financial Corp44,262$922K0.0%-79.6%0.206%
2/14/2025 Coastline Trust Co11,820$246K0.0%-26.3%0.055%
2/14/2025First Trust Advisors LP235,959$4.92M0.0%+2.2%1.100%
2/14/2025GeoWealth Management LLC15,722$328K0.0%-57.7%0.073%
2/14/2025Concourse Financial Group Securities Inc.16,919$353K0.0%+6.3%0.079%
2/13/2025NewEdge Advisors LLC240,934$5.02M0.0%+1.2%1.123%
2/13/2025LaSalle St. Investment Advisors LLC23,600$491K0.2%N/A0.110%
2/13/2025Summit Investment Advisors Inc.30,577$637K0.6%+11.7%0.143%
2/13/2025Raymond 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%
2/13/2025Wells Fargo & Company MN1,770$37K0.0%+588.7%0.008%
2/12/2025OLD Mission Capital LLC27,667$577K0.0%N/A0.129%
2/12/2025FSB Premier Wealth Management Inc.98,771$2.06M0.8%+36.5%0.460%
2/12/2025BlueChip Wealth Advisors LLC11,125$232K0.1%N/A0.052%
2/12/2025Tucker Asset Management LLC4,711$98K0.0%+121.2%0.022%
2/12/2025Orion Portfolio Solutions LLC121,354$2.53M0.0%+6.0%0.566%
2/12/2025Core Wealth Partners LLC39,410$821K0.5%-1.5%0.184%
2/12/2025 TrueMark Investments LLC21,106$440K0.1%N/A0.098%
2/11/2025Sequent Planning LLC121,104$2.52M0.9%+1.8%0.565%
2/11/2025LPL 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%
2/10/2025Harbour 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%
2/10/2025Commonwealth Equity Services LLC490,746$10.23M0.0%+3.0%2.288%
2/10/2025Avantax Advisory Services Inc.201,476$4.20M0.0%+18.9%0.939%
2/7/2025PFG Advisors45,254$943K0.1%+65.4%0.211%
2/7/2025HighTower Advisors LLC857,450$17.87M0.0%-8.7%3.997%
2/7/2025Independent Advisor Alliance66,840$1.39M0.0%N/A0.312%
2/7/2025FWG Holdings LLC373,883$7.82M3.8%N/A1.743%
2/6/2025Raymond James Financial Inc.1,366,849$28.49M0.0%N/A6.372%
2/6/2025Assetmark Inc.147,116$3.07M0.0%+18.3%0.686%
2/6/2025 Synergy Investment Management LLC8,361$174K0.1%N/A0.039%
2/5/2025SRS Capital Advisors Inc.265,901$5.54M0.3%N/A1.240%
2/5/2025Maia Wealth LLC49,808$1.04M0.2%+13.0%0.232%
2/5/2025US 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%
2/4/2025Holistic Financial Partners235,344$4.91M2.4%-6.7%1.097%
2/4/2025IFP Advisors Inc71,997$1.50M0.0%-9.8%0.336%
2/3/2025Sigma Planning Corp85,596$1.78M0.1%-58.8%0.399%
2/3/2025 Concurrent Investment Advisors LLC44,531$928K0.0%N/A0.208%
1/31/2025Global Retirement Partners LLC23,001$479K0.0%-70.2%0.107%
1/31/2025Atria Wealth Solutions Inc.1,031,467$21.50M0.2%-3.7%4.809%
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1/31/2025 Truist Financial Corp46,607$971K0.0%-30.6%0.217%
1/31/2025Sanctuary Advisors LLC41,422$869K0.0%+5.4%0.193%
1/30/2025Csenge 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%
1/29/2025Gladstone Institutional Advisory LLC370,857$7.73M0.4%-59.5%1.729%
1/28/2025Kestra 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%
1/28/2025Kingsview Wealth Management LLC78,749$1.64M0.0%-14.0%0.367%
1/28/2025Apollon Wealth Management LLC13,575$283K0.0%-5.4%0.063%
(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, 136 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. ($24.46M), Atria Wealth Solutions Inc. ($21.50M), Financial Enhancement Group LLC ($21.04M), Cambridge Investment Research Advisors Inc. ($19.03M), and GDS Wealth Management ($18.26M).Learn more on LGOV's institutional investors.

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

Of the 124 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), Financial Enhancement Group LLC ($1.00M), Cambridge Investment Research Advisors Inc. ($803.99K), GDS Wealth Management ($782.66K), Commonwealth Equity Services LLC ($704.40K), 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 19,375,342 shares in the last 24 months. This purchase volume represents approximately $416.61M in transactions.

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

Of the 62 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), Sigma Planning Corp ($246.92K), First Heartland Consultants Inc. ($233.23K), 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 3,859,368 shares in the last 24 months. This volume of shares sold represents approximately $81.28M in transactions.



This page (NYSEARCA:LGOV) was last updated on 5/3/2025 by MarketBeat.com Staff
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