Free Trial

First Trust Long Duration Opportunities ETF (LGOV) Institutional Ownership

→ This Apple-like Innovator is Revolutionizing Healthcare (From Wall Street Star) (Ad)
Free LGOV Stock Alerts
$20.25
-0.14 (-0.69%)
(As of 01:29 PM ET)
Compare
Stock AnalysisChartDividendHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$166.27M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$30.91M
Get LGOV Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Long Duration Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LGOV Institutional Buying and Selling by Quarter

First Trust Long Duration Opportunities ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Cherry Creek Investment Advisors Inc.24,133$516K0.3%N/A0.118%
4/23/2024 Raymond James Financial Services Advisors Inc.94,201$2.01M0.0%-66.7%0.460%
4/22/2024 Centennial Wealth Advisory LLC11,956$256K0.1%N/A0.058%
4/22/2024 Raymond James & Associates241,620$5.17M0.0%+16.1%1.179%
4/19/2024Marshall Financial Group LLC592,698$12.67M3.6%+16.4%2.891%
4/19/2024Core Wealth Partners LLC10,073$215K0.2%N/A0.049%
4/18/2024Iams Wealth Management LLC23,587$501K0.3%-30.9%0.115%
4/11/2024 Security Financial Services INC.12,831$274K0.1%+5.4%0.063%
4/11/2024 Clarus Wealth Advisors28,485$588K0.3%+2.7%0.139%
4/11/2024 Midwest Financial Group LLC101,423$2.17M1.5%-3.0%0.495%
4/10/2024 Ferguson Shapiro LLC19,403$415K0.2%-94.1%0.095%
4/10/2024 Park Avenue Securities LLC43,826$937K0.0%N/A0.214%
3/8/2024ICA Group Wealth Management LLC195,792$4.33M1.0%N/A2.188%
2/26/2024Integrated Advisors Network LLC15,808$350K0.0%N/A0.177%
2/13/2024Stephens Inc. AR586,008$12.97M0.2%+3.6%6.548%
2/13/2024Cetera Advisor Networks LLC196,021$4.34M0.0%+572.6%2.190%
2/12/2024Holistic Financial Partners242,929$5.38M3.2%-4.0%2.714%
2/9/2024Cambridge Investment Research Advisors Inc.529,243$11.71M0.0%+84.4%5.913%
2/9/2024Assetmark Inc.12,464$276K0.0%-45.3%0.139%
2/9/2024Gladstone Institutional Advisory LLC1,052,562$23.29M1.3%-4.5%11.760%
2/8/2024First Heartland Consultants Inc.281,286$6.23M0.8%-1.9%3.143%
2/8/2024Kingsview Wealth Management LLC138,610$3.07M0.1%+31.9%1.549%
2/8/2024Janney Montgomery Scott LLC88,251$1.95M0.0%+14.0%0.986%
2/7/2024Avantax Advisory Services Inc.25,395$562K0.0%+144.5%0.284%
2/7/2024Iams Wealth Management LLC34,153$756K0.5%-12.7%0.382%
2/7/2024Concourse Financial Group Securities Inc.2,662$59K0.0%-48.4%0.030%
2/7/2024GDS Wealth Management478,583$10.59M1.4%+12.5%5.347%
2/6/2024N.E.W. Advisory Services LLC11,623$257K0.0%N/A0.130%
2/6/2024Benjamin F. Edwards & Company Inc.16,307$361K0.0%-33.9%0.182%
2/6/2024Great Valley Advisor Group Inc.10,110$224K0.0%N/A0.113%
2/2/2024Truist Financial Corp53,651$1.19M0.0%+24.5%0.599%
2/2/2024Kovack Advisors Inc.15,453$342K0.0%-76.2%0.173%
2/2/2024Atria Wealth Solutions Inc.516,595$11.43M0.1%+5.9%5.772%
2/1/2024Sigma Planning Corp39,789$881K0.1%-38.3%0.445%
1/31/2024Western Wealth Management LLC19,515$432K0.0%N/A0.218%
1/29/2024NewEdge Wealth LLC17,996$398K0.0%-3.2%0.201%
1/29/2024 MBE Wealth Management LLC10,149$225K0.1%N/A0.113%
1/25/2024 International Assets Investment Management LLC70,705$1.57M0.0%N/A0.790%
1/25/2024 Midwest Financial Group LLC104,584$2.31M1.7%+1.6%1.169%
1/24/2024 International Assets Investment Management LLC70,705$1.57M0.0%N/A0.790%
This Apple-like Innovator is Revolutionizing Healthcare (Ad)

AI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.

Click here to learn more about the booming eHealth industry
1/24/2024 Walkner Condon Financial Advisors LLC415,932$9.21M2.1%+3,884.4%4.647%
1/22/2024 Clarus Wealth Advisors27,742$596K0.4%N/A0.310%
1/18/2024Good Life Advisors LLC54,375$1.20M0.1%+174.1%0.608%
1/17/2024IFG Advisory LLC35,201$779K0.1%N/A0.393%
1/16/2024 Raymond James Financial Services Advisors Inc.282,948$6.26M0.0%N/A3.161%
1/16/2024 Security Financial Services INC.12,170$269K0.1%-10.7%0.136%
1/16/2024 Raymond James & Associates208,176$4.61M0.0%+107.8%2.326%
1/16/2024 Ferguson Shapiro LLC327,632$7.25M3.4%N/A3.661%
1/11/2024Marshall Financial Group LLC509,398$11.27M3.6%+5.0%5.692%
11/13/2023Visionary Wealth Advisors143,831$2.92M0.2%N/A1.607%
11/13/2023LPL Financial LLC536,044$10.87M0.0%+54.1%5.989%
11/13/2023Envestnet Asset Management Inc.340,401$6.90M0.0%-29.4%3.803%
11/13/2023Envestnet Portfolio Solutions Inc.18,101$367K0.0%N/A0.202%
11/13/2023Kestra Advisory Services LLC43,134$875K0.0%+67.0%0.482%
11/9/2023First Heartland Consultants Inc.286,710$5.81M0.7%+198.6%3.203%
11/8/2023Holistic Financial Partners252,920$5.13M3.4%N/A2.826%
11/8/2023Janney Montgomery Scott LLC77,391$1.57M0.0%+105.8%0.865%
11/8/2023Atria Wealth Solutions Inc.488,038$9.90M0.1%-2.9%5.453%
11/8/2023Avantax Advisory Services Inc.10,385$211K0.0%N/A0.116%
11/8/2023Kestra Private Wealth Services LLC13,494$274K0.0%-44.7%0.151%
11/7/2023Kingsview Wealth Management LLC105,075$2.13M0.1%-32.0%1.174%
11/7/2023 Security Financial Services INC.13,630$276K0.1%N/A0.152%
11/6/2023Sigma Planning Corp64,520$1.31M0.0%-53.1%0.721%
11/3/2023Private Advisor Group LLC66,097$1.34M0.0%+255.7%0.739%
11/1/2023Investors Research Corp68,841$1.40M0.4%-7.1%0.769%
10/27/2023Assetmark Inc.22,799$462K0.0%+181.3%0.255%
10/27/2023Financial Advocates Investment Management29,506$598K0.0%+4.3%0.330%
10/26/2023 Park Avenue Securities LLC12,125$246K0.0%N/A0.135%
10/24/2023Bank of New York Mellon Corp73,611$1.49M0.0%+13.0%0.822%
10/24/2023Cambridge Investment Research Advisors Inc.286,982$5.82M0.0%+10.3%3.207%
10/23/2023Commonwealth Equity Services LLC259,476$5.26M0.0%-52.8%2.899%
10/20/2023 Walkner Condon Financial Advisors LLC10,439$212K0.1%N/A0.117%
10/19/2023Marshall Financial Group LLC485,185$9.84M3.5%-0.3%5.421%
10/19/2023GDS Wealth Management425,371$8.63M1.4%+12.6%4.753%
10/18/2023Private Trust Co. NA2,476$50K0.0%N/A0.028%
10/17/2023 Midwest Financial Group LLC102,930$2.09M1.8%+4.1%1.150%
10/17/2023Avior Wealth Management LLC3,134$64K0.0%N/A0.035%
10/13/2023 Global Retirement Partners LLC8,868$177K0.0%+4,311.9%0.099%
10/12/2023IFP Advisors Inc8,004$162K0.0%+1,599.4%0.089%
10/11/2023AE Wealth Management LLC58,389$1.18M0.0%-76.7%0.652%
9/8/2023Tucker Asset Management LLC1,369$30K0.0%N/A0.015%
8/17/2023Coppell Advisory Solutions LLC19,623$434K0.1%N/A0.219%
8/14/2023Stephens Inc. AR294,686$6.56M0.1%N/A3.293%
8/14/2023Investors Research Corp74,127$1.65M0.4%-0.8%0.828%
8/14/2023Snowden Capital Advisors LLC70,513$1.57M0.1%N/A0.788%
8/11/2023Kestra Advisory Services LLC25,830$575K0.0%+158.0%0.289%
8/10/2023Commonwealth Equity Services LLC550,115$12.24M0.0%+83.1%6.147%
8/10/2023Private Advisor Group LLC18,582$413K0.0%N/A0.208%
8/10/2023Cetera Advisor Networks LLC23,151$515K0.0%-46.4%0.259%
8/10/2023Cetera Investment Advisers30,117$670K0.0%N/A0.337%
This Apple-like Innovator is Revolutionizing Healthcare (Ad)

AI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.

Click here to learn more about the booming eHealth industry
8/8/2023Prospera Financial Services Inc9,475$211K0.0%N/A0.106%
8/4/2023Envestnet Asset Management Inc.482,402$10.73M0.0%+608.2%5.390%
8/3/2023Atria Wealth Solutions Inc.502,720$11.19M0.2%N/A5.617%
8/3/2023Larson Financial Group LLC2,200$49K0.0%N/A0.025%
8/2/2023Sigma Planning Corp137,617$3.06M0.1%N/A1.538%
8/1/2023Truist Financial Corp138,548$3.08M0.0%N/A1.548%
7/31/2023LPL Financial LLC347,882$7.74M0.0%+90.1%3.887%
7/28/2023Mach 1 Financial Group LLC200,234$4.46M1.3%N/A2.237%
7/27/2023GDS Wealth Management377,806$8.41M1.4%+10.0%9.215%
7/27/2023 Midwest Financial Group LLC98,862$2.20M1.9%N/A2.411%
(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, 69 institutional investors and hedge funds held shares of First Trust Long Duration Opportunities ETF. The most heavily invested institutionals were Gladstone Institutional Advisory LLC ($23.29M), Stephens Inc. AR ($12.97M), Marshall Financial Group LLC ($12.67M), Cambridge Investment Research Advisors Inc. ($11.71M), Atria Wealth Solutions Inc. ($11.43M), LPL Financial LLC ($10.87M), and GDS Wealth Management ($10.59M).Learn more on LGOV's institutional investors.

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

Of the 60 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: Marshall Financial Group LLC ($593.94K), Commonwealth Equity Services LLC ($550.12K), Atria Wealth Solutions Inc. ($531.28K), Cambridge Investment Research Advisors Inc. ($529.24K), LPL Financial LLC ($496.09K), GDS Wealth Management ($478.58K), and Walkner Condon Financial Advisors LLC ($415.93K).

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

Institutional investors have bought a total of 8,306,708 shares in the last 24 months. This purchase volume represents approximately $182.97M in transactions.

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

Of the 29 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 ($308.23K), Commonwealth Equity Services LLC ($290.64K), AE Wealth Management LLC ($213.52K), Raymond James Financial Services Advisors Inc. ($188.75K), Envestnet Asset Management Inc. ($142.00K), Eqis Capital Management Inc. ($141.93K), and Sigma Planning Corp ($97.83K).

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

Institutional investors have sold a total of 1,676,798 shares in the last 24 months. This volume of shares sold represents approximately $35.79M in transactions.


Related Companies:
This page (NYSEARCA:LGOV) was last updated on 4/24/2024 by MarketBeat.com Staff

From Our Partners
This Apple-like Innovator is Revolutionizing Healthcare
Wall Street Star
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
The #1 Crypto for 2024
InvestorPlace
Don’t Miss Out on the AI Gold Rush That’s Just Getting Started
Banyan Hill Publishing
The Greatest Bull Market in Crypto History…
Weiss Ratings
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders