First Trust Long Duration Opportunities ETF (LGOV) Institutional Ownership

$21.06
+0.23 (+1.10%)
(As of 05/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$179.06M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$30.96M
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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
5/15/2024Kestra Advisory Services LLC621,210$13.28M0.1%+63.3%2.896%
5/14/2024 Owen LaRue LLC277,881$5.94M3.7%N/A1.305%
5/10/2024 Osaic Holdings Inc.596,713$12.65M0.0%+54.2%2.801%
5/9/2024 Orion Portfolio Solutions LLC79,276$1.70M0.0%N/A0.372%
5/9/2024 Kingsview Wealth Management LLC146,672$3.14M0.1%+5.8%0.689%
5/8/2024 Avantax Advisory Services Inc.23,150$495K0.0%-8.8%0.109%
5/7/2024 Concurrent Investment Advisors LLC64,627$1.38M0.1%+7.8%0.303%
5/7/2024 Oppenheimer & Co. Inc.17,891$383K0.0%+31.1%0.084%
5/6/2024 Envestnet Portfolio Solutions Inc.97,524$2.09M0.0%N/A0.458%
5/4/2024 Geneos Wealth Management Inc.93,130$1.99M0.1%N/A0.437%
5/1/2024 Janney Montgomery Scott LLC273,059$5.84M0.0%+209.4%1.282%
5/1/2024 Concourse Financial Group Securities Inc.19,121$409K0.0%+618.3%0.090%
4/29/2024Commonwealth Equity Services LLC346,416$7.41M0.0%+19.8%1.626%
4/29/2024 Benjamin Edwards Inc.1,339$29K0.0%N/A0.006%
4/29/2024 Benjamin F. Edwards & Company Inc.63,610$1.36M0.0%+290.1%0.299%
4/25/2024 Cambridge Investment Research Advisors Inc.803,991$17.19M0.1%+51.9%3.922%
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%
4/19/2024 Marshall Financial Group LLC592,698$12.67M3.6%+16.4%2.891%
4/19/2024 Core Wealth Partners LLC10,073$215K0.2%N/A0.049%
4/18/2024 Iams 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%
3/8/2024 ICA Group Wealth Management LLC195,792$4.33M1.0%N/A2.188%
2/26/2024 Integrated 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%
2/12/2024 Holistic Financial Partners242,929$5.38M3.2%-4.0%2.714%
2/9/2024 Cambridge Investment Research Advisors Inc.529,243$11.71M0.0%+84.4%5.913%
2/9/2024 Assetmark Inc.12,464$276K0.0%-45.3%0.139%
2/9/2024 Gladstone Institutional Advisory LLC1,052,562$23.29M1.3%-4.5%11.760%
2/8/2024 First Heartland Consultants Inc.281,286$6.23M0.8%-1.9%3.143%
2/8/2024 Kingsview Wealth Management LLC138,610$3.07M0.1%+31.9%1.549%
2/8/2024 Janney Montgomery Scott LLC88,251$1.95M0.0%+14.0%0.986%
2/7/2024 Avantax Advisory Services Inc.25,395$562K0.0%+144.5%0.284%
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2/7/2024 Iams Wealth Management LLC34,153$756K0.5%-12.7%0.382%
2/7/2024 Concourse Financial Group Securities Inc.2,662$59K0.0%-48.4%0.030%
2/7/2024 GDS Wealth Management478,583$10.59M1.4%+12.5%5.347%
2/6/2024 N.E.W. Advisory Services LLC11,623$257K0.0%N/A0.130%
2/6/2024 Benjamin F. Edwards & Company Inc.16,307$361K0.0%-33.9%0.182%
2/6/2024 Great Valley Advisor Group Inc.10,110$224K0.0%N/A0.113%
2/2/2024 Truist Financial Corp53,651$1.19M0.0%+24.5%0.599%
2/2/2024 Kovack Advisors Inc.15,453$342K0.0%-76.2%0.173%
2/2/2024 Atria Wealth Solutions Inc.516,595$11.43M0.1%+5.9%5.772%
2/1/2024 Sigma Planning Corp39,789$881K0.1%-38.3%0.445%
1/31/2024 Western Wealth Management LLC19,515$432K0.0%N/A0.218%
1/29/2024 NewEdge 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%
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%
1/18/2024 Good Life Advisors LLC54,375$1.20M0.1%+174.1%0.608%
1/17/2024 IFG 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%
1/11/2024 Marshall Financial Group LLC509,398$11.27M3.6%+5.0%5.692%
11/13/2023Visionary Wealth Advisors143,831$2.92M0.2%N/A1.607%
11/13/2023 LPL Financial LLC536,044$10.87M0.0%+54.1%5.989%
11/13/2023 Envestnet Asset Management Inc.340,401$6.90M0.0%-29.4%3.803%
11/13/2023 Envestnet Portfolio Solutions Inc.18,101$367K0.0%N/A0.202%
11/13/2023Kestra Advisory Services LLC43,134$875K0.0%+67.0%0.482%
11/9/2023 First Heartland Consultants Inc.286,710$5.81M0.7%+198.6%3.203%
11/8/2023 Holistic Financial Partners252,920$5.13M3.4%N/A2.826%
11/8/2023 Janney Montgomery Scott LLC77,391$1.57M0.0%+105.8%0.865%
11/8/2023 Atria Wealth Solutions Inc.488,038$9.90M0.1%-2.9%5.453%
11/8/2023 Avantax Advisory Services Inc.10,385$211K0.0%N/A0.116%
11/8/2023 Kestra Private Wealth Services LLC13,494$274K0.0%-44.7%0.151%
11/7/2023 Kingsview 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%
11/6/2023 Sigma Planning Corp64,520$1.31M0.0%-53.1%0.721%
11/3/2023 Private Advisor Group LLC66,097$1.34M0.0%+255.7%0.739%
11/1/2023 Investors Research Corp68,841$1.40M0.4%-7.1%0.769%
10/27/2023 Assetmark Inc.22,799$462K0.0%+181.3%0.255%
10/27/2023 Financial Advocates Investment Management29,506$598K0.0%+4.3%0.330%
10/26/2023 Park Avenue Securities LLC12,125$246K0.0%N/A0.135%
10/24/2023 Bank of New York Mellon Corp73,611$1.49M0.0%+13.0%0.822%
10/24/2023 Cambridge 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%
10/19/2023 Marshall Financial Group LLC485,185$9.84M3.5%-0.3%5.421%
10/19/2023 GDS Wealth Management425,371$8.63M1.4%+12.6%4.753%
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10/18/2023 Private Trust Co. NA2,476$50K0.0%N/A0.028%
10/17/2023 Midwest Financial Group LLC102,930$2.09M1.8%+4.1%1.150%
10/17/2023 Avior 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%
8/14/2023 Investors Research Corp74,127$1.65M0.4%-0.8%0.828%
(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, 76 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), Cambridge Investment Research Advisors Inc. ($17.19M), Kestra Advisory Services LLC ($13.28M), Stephens Inc. AR ($12.97M), Marshall Financial Group LLC ($12.67M), Osaic Holdings Inc. ($12.65M), and Atria Wealth Solutions Inc. ($11.43M).Learn more on LGOV's institutional investors.

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

Of the 69 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: Cambridge Investment Research Advisors Inc. ($803.99K), Commonwealth Equity Services LLC ($607.45K), Marshall Financial Group LLC ($593.94K), Atria Wealth Solutions Inc. ($531.28K), 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 9,898,889 shares in the last 24 months. This purchase volume represents approximately $216.99M in transactions.

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

Of the 30 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 1,679,043 shares in the last 24 months. This volume of shares sold represents approximately $35.84M in transactions.


This page (NYSEARCA:LGOV) was last updated on 5/15/2024 by MarketBeat.com Staff

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