First TR Long Duration O-ETFLGOVETF
13F holders, Q4 2024 (December 31)128holders +10
21new positions
14sold out
1famous investor
$20.83avg. 13F price*
At the end of Q4 2024, 128 institutions reported holding First TR Long Duration O-ETF (LGOV) in their 13F filings, up 10 from Q3 2024. 21 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($61.0M), Raymond James Financial Inc. ($28.5M) and Morgan Stanley ($27.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First TR Long Duration O-ETF
- CUSIP
- 33738D606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $52.9M |
| Exits | 14 | $13.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,644,845 shares bought and 2,634,280 shares sold, net +1,010,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| LPL Financial LLC | 0.02% | Add +2.9% | 2,925,779 | $61.0M |
| Raymond James Financial Inc. | 0.01% | — | 1,366,849 | $28.5M |
| Morgan Stanley | 0.00% | Add +14.9% | 1,302,416 | $27.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.6% | 1,087,483 | $22.7M |
| Atria Wealth Solutions, Inc. | 0.24% | Reduce -3.7% | 1,031,467 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +19.1% | 911,128 | $19.0M |
| GDS Wealth Management | 1.66% | Add +13.0% | 876,285 | $18.3M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 864,781 | $18.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.7% | 857,450 | $17.9M |
| Marshall Financial Group, LLC | 3.42% | Add +6.8% | 676,567 | $14.1M |
| Financial Enhancement Group LLC | 2.15% | New | 690,307 | $14.1M |
| Csenge Advisory Group | 0.76% | Reduce -0.6% | 671,085 | $14.0M |
| Stephens Inc. | 0.19% | Reduce -9.9% | 657,818 | $13.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.0% | 490,746 | $10.2M |
| Citadel Advisors | 0.01% | New | 489,771 | $10.2M |
| Harbour Investments, Inc. | 0.25% | Add +7.7% | 409,842 | $8.5M |
| Walkner Condon Financial Advisors LLC | 1.66% | Add +4.1% | 392,513 | $8.2M |
| Cetera Investment Advisers | 0.02% | Add +7.0% | 389,155 | $8.1M |
| FWG Holdings, LLC | 3.75% | New | 373,883 | $7.8M |
| Gladstone Institutional Advisory LLC | 0.36% | Reduce -59.5% | 370,857 | $7.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +14.1% | 367,062 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -63.9% | 353,193 | $7.4M |
| Cyndeo Wealth Partners, LLC | 0.42% | New | 296,623 | $6.2M |
| Arax Advisory Partners | 0.35% | New | 265,901 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +1.2% | 240,934 | $5.0M |
| First Trust Advisors LP | 0.00% | Add +2.2% | 235,959 | $4.9M |
| Holistic Financial Partners | 2.44% | Reduce -6.7% | 235,344 | $4.9M |
| CoreCap Advisors, LLC | 0.19% | Add +127.6% | 202,224 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +18.9% | 201,476 | $4.2M |
| Midwest Financial Network, LLC | 4.23% | — | 195,132 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.9% | 159,942 | $3.3M |
| Assetmark, Inc. | 0.01% | Add +18.3% | 147,116 | $3.1M |
| Western Wealth Management, LLC | 0.14% | Reduce -5.2% | 127,228 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.0% | 121,354 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +6.0% | 121,354 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.8% | 121,271 | $2.5M |
| Sequent Planning LLC | 0.93% | Add +1.8% | 121,104 | $2.5M |
| Stratos Investment Management, LLC | 0.15% | New | 118,957 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Add +32.5% | 116,067 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.9% | 113,260 | $2.4M |
| Geneos Wealth Management Inc. | 0.08% | Add +3.5% | 110,094 | $2.3M |
| Midwest Financial Group LLC | 1.30% | Add +0.9% | 108,223 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Reduce -16.3% | 107,265 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -9.1% | 99,511 | $2.1M |
| FSB Premier Wealth Management, Inc. | 0.83% | Add +36.5% | 98,771 | $2.1M |
| Visionary Wealth Advisors | 0.11% | Reduce -23.2% | 88,606 | $1.8M |
| Sigma Planning Corp | 0.06% | Reduce -58.8% | 85,596 | $1.8M |
| Coppell Advisory Solutions LLC | 0.25% | Add +37.5% | 84,051 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -18.2% | 81,025 | $1.7M |
| Park Square Financial Group, LLC | 1.16% | — | 80,178 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -14.0% | 78,749 | $1.6M |
| Iams Wealth Management, LLC | 0.75% | Add +17.8% | 78,410 | $1.6M |
| Accel Wealth Management | 0.61% | Add +7.0% | 77,227 | $1.6M |
| IFG Advisory, LLC | 0.09% | Reduce -32.2% | 74,379 | $1.6M |
| IFP Advisors, Inc | 0.05% | Reduce -9.8% | 71,997 | $1.5M |
| Investors Research Corp | 0.31% | Reduce -0.3% | 66,924 | $1.4M |
| Independent Advisor Alliance | 0.02% | New | 66,840 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.63% | Add +4.8% | 62,757 | $1.3M |
| Gateway Wealth Partners, LLC | 0.29% | Reduce -2.1% | 54,625 | $1.1M |
| Centennial Wealth Advisory LLC | 0.43% | Add +117.8% | 52,343 | $1.1M |
| Maia Wealth LLC | 0.22% | Add +13.0% | 49,808 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.5% | 46,866 | $977K |
| Truist Financial Corp. | 0.00% | Reduce -30.6% | 46,607 | $971K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -5.9% | 45,552 | $949K |
| PFG Advisors | 0.06% | Add +65.4% | 45,254 | $943K |
| Concurrent Investment Advisors, LLC | 0.03% | New | 44,531 | $928K |
| Stifel Financial Corp. | 0.00% | Reduce -79.6% | 44,262 | $922K |
| Creative Financial Designs Inc. | 0.07% | Reduce -6.6% | 43,527 | $907K |
| Sanctuary Advisors, LLC | 0.01% | Add +5.4% | 41,422 | $869K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.2% | 41,319 | $861K |
| Atria Investments, Inc | 0.01% | Add +0.3% | 40,052 | $835K |
| Core Wealth Partners LLC | 0.47% | Reduce -1.4% | 39,410 | $821K |
| NewEdge Wealth, LLC | 0.01% | Reduce -5.3% | 34,625 | $722K |
| Goldman Sachs Group Inc. | 0.00% | New | 32,516 | $678K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +11.7% | 30,577 | $637K |
| Ameriprise Financial Inc. | 0.00% | New | 29,884 | $623K |
| Integrated Advisors Network LLC | 0.03% | Add +4.9% | 28,864 | $602K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.7% | 28,258 | $589K |
| Old Mission Capital LLC | 0.01% | New | 27,667 | $577K |
| Spire Wealth Management | 0.02% | Add +9.4% | 26,234 | $547K |
| LaSalle St. Investment Advisors, LLC | 0.15% | New | 23,600 | $491K |
| Global Retirement Partners, LLC | 0.01% | Reduce -70.2% | 23,001 | $479K |
| TrueMark Investments, LLC | 0.14% | New | 21,106 | $440K |
| Flow Traders U.S. LLC | 0.02% | New | 20,109 | $419K |
| Jane Street Group, LLC | 0.00% | New | 20,003 | $417K |
| Perigon Wealth Management, LLC | 0.01% | Add +112.5% | 19,143 | $398K |
| Ferguson Shapiro LLC | 0.14% | Add +10.1% | 17,847 | $372K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +6.3% | 16,919 | $353K |
| Principal Securities, Inc. | 0.01% | Add +7.0% | 16,805 | $350K |
| RFG Advisory, LLC | 0.01% | Reduce -5.2% | 16,163 | $337K |
| GeoWealth Management, LLC | 0.01% | Reduce -57.7% | 15,722 | $328K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.1% | 14,174 | $295K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.4% | 13,575 | $283K |
| MML Investors Services, LLC | 0.00% | Reduce -20.6% | 13,039 | $272K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.5% | 13,016 | $271K |
| Householder Group Estate & Retirement Specialist, LLC | 0.19% | Add +565.2% | 12,372 | $257K |
| Coastline Trust Co | 0.03% | Reduce -26.3% | 11,820 | $246K |
| Private Client Services, LLC | 0.13% | Add +24.4% | 11,342 | $236K |
| BlueChip Wealth Advisors LLC | 0.13% | New | 11,125 | $232K |
| Wealth Management Associates, Inc. | 0.10% | Reduce -23.0% | 10,925 | $228K |
"% of holder's portfolio" is LGOV's weight in each manager's 13F, not the share of First TR Long Duration O-ETF the manager owns.