First TR Long Duration O-ETFLGOVETF
13F holders, Q1 2025 (March 31)131holders +3
18new positions
15sold out
$21.47avg. 13F price*
At the end of Q1 2025, 131 institutions reported holding First TR Long Duration O-ETF (LGOV) in their 13F filings, up 3 from Q4 2024. 18 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($68.7M), Morgan Stanley ($31.1M) and Raymond James Financial Inc. ($26.9M).
- Company
- First TR Long Duration O-ETF
- CUSIP
- 33738D606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $33.4M |
| Exits | 15 | $29.5M |
All 13F filers, Q4 2024 → Q1 2025: 3,369,568 shares bought and 3,137,844 shares sold, net +231,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| LPL Financial LLC | 0.03% | Add +9.2% | 3,194,436 | $68.7M |
| Morgan Stanley | 0.00% | Add +11.1% | 1,447,562 | $31.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.4% | 1,251,389 | $26.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 1,137,783 | $24.5M |
| Royal Bank of Canada | 0.00% | Add +17.3% | 1,014,631 | $21.8M |
| GDS Wealth Management | 1.80% | Add +11.9% | 980,930 | $21.1M |
| Financial Enhancement Group LLC | 3.29% | Add +45.6% | 1,004,933 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.9% | 884,945 | $19.0M |
| HighTower Advisors, LLC | 0.03% | Add +0.8% | 864,096 | $18.6M |
| Csenge Advisory Group | 1.03% | Add +27.5% | 855,776 | $18.2M |
| Brookwood Investment Group LLC | 2.66% | — | 720,743 | $15.5M |
| Marshall Financial Group, LLC | 3.24% | Add +2.0% | 690,417 | $14.8M |
| Stephens Inc. | 0.22% | Add +4.1% | 685,013 | $14.7M |
| Walkner Condon Financial Advisors LLC | 2.56% | Add +49.9% | 588,451 | $12.7M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -44.1% | 576,685 | $12.4M |
| VestGen Advisors, LLC | 0.50% | — | 507,026 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.7% | 499,259 | $10.7M |
| Comprehensive Wealth Management, LLC | 6.61% | New | 441,843 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +9.2% | 424,856 | $9.1M |
| Harbour Investments, Inc. | 0.24% | Reduce -4.5% | 391,445 | $8.4M |
| Integrated Wealth Concepts LLC | 0.09% | New | 364,765 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.3% | 341,430 | $7.3M |
| Gladstone Institutional Advisory LLC | 0.34% | Reduce -9.2% | 336,654 | $7.2M |
| Anderson Financial Strategies, LLC | 4.12% | New | 313,481 | $6.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +26.2% | 254,181 | $5.5M |
| First Trust Advisors LP | 0.00% | Add +1.9% | 240,486 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -34.7% | 239,813 | $5.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.1% | 235,829 | $5.1M |
| Holistic Financial Partners | 2.23% | Reduce -8.7% | 214,987 | $4.6M |
| &partners | 0.05% | New | 206,544 | $4.5M |
| Midwest Financial Network, LLC | 4.32% | Add +3.0% | 201,084 | $4.3M |
| Benjamin Edwards Inc. | 0.05% | Add +30.0% | 150,899 | $3.2M |
| Assetmark, Inc. | 0.01% | Reduce -3.9% | 141,339 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.0% | 140,688 | $3.0M |
| Sequent Planning LLC | 0.94% | Add +0.8% | 122,037 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.6% | 120,607 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -0.6% | 120,607 | $2.6M |
| Prospera Financial Services Inc | 0.06% | Add +9.6% | 117,546 | $2.5M |
| FSB Premier Wealth Management, Inc. | 0.91% | Add +10.4% | 109,047 | $2.3M |
| Western Wealth Management, LLC | 0.15% | Reduce -17.2% | 105,291 | $2.3M |
| Midwest Financial Group LLC | 1.28% | Reduce -5.4% | 102,402 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.9% | 100,883 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +379.6% | 95,945 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -21.1% | 95,748 | $2.1M |
| AE Wealth Management LLC | 0.02% | Reduce -5.1% | 94,413 | $2.0M |
| Visionary Wealth Advisors | 0.11% | Reduce -0.5% | 88,198 | $1.9M |
| IFP Advisors, Inc | 0.06% | Add +17.0% | 84,235 | $1.8M |
| TCFG Wealth Management, LLC | 0.86% | New | 79,559 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Reduce -3.1% | 78,542 | $1.7M |
| Iams Wealth Management, LLC | 0.77% | Reduce -0.2% | 78,288 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -12.1% | 69,233 | $1.5M |
| IFG Advisory, LLC | 0.08% | Reduce -7.5% | 68,820 | $1.5M |
| Investors Research Corp | 0.31% | Add +0.0% | 66,954 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.77% | Add +5.5% | 66,208 | $1.4M |
| Accel Wealth Management | 0.48% | Reduce -20.2% | 61,627 | $1.3M |
| Gateway Wealth Partners, LLC | 0.30% | Add +12.0% | 61,203 | $1.3M |
| Park Square Financial Group, LLC | 1.02% | Reduce -25.4% | 59,826 | $1.3M |
| Centennial Wealth Advisory LLC | 0.46% | Add +12.7% | 58,967 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -31.6% | 58,578 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +9.7% | 51,133 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.3% | 47,322 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | Add +135.2% | 47,296 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.6% | 45,805 | $985K |
| Maia Wealth LLC | 0.22% | Reduce -9.4% | 45,122 | $954K |
| Park Avenue Securities LLC | 0.01% | Reduce -7.1% | 43,545 | $936K |
| Coppell Advisory Solutions LLC | 0.13% | Reduce -50.0% | 42,005 | $904K |
| Core Wealth Partners LLC | 0.52% | Add +5.7% | 41,671 | $896K |
| Atria Investments, Inc | 0.01% | Add +0.5% | 40,258 | $866K |
| Arax Advisory Partners | 0.06% | Reduce -84.9% | 40,113 | $862K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.2% | 38,459 | $827K |
| Fortis Capital Advisors, LLC | 0.16% | New | 36,901 | $793K |
| Belpointe Asset Management LLC | 0.04% | New | 36,901 | $793K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.5% | 36,154 | $777K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +17.6% | 35,960 | $773K |
| PFG Advisors | 0.04% | Reduce -24.0% | 34,381 | $739K |
| NewEdge Wealth, LLC | 0.01% | Reduce -9.1% | 31,482 | $677K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.5% | 26,415 | $568K |
| Spire Wealth Management | 0.02% | Reduce -1.0% | 25,974 | $558K |
| Susquehanna International Group, LLP | 0.00% | New | 23,721 | $510K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Reduce -1.4% | 23,263 | $500K |
| Integrated Advisors Network LLC | 0.02% | Reduce -22.7% | 22,308 | $480K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.5% | 20,387 | $438K |
| Rockefeller Capital Management L.P. | 0.00% | Add +52.1% | 19,799 | $426K |
| MML Investors Services, LLC | 0.00% | Add +44.6% | 18,861 | $406K |
| Ameriprise Financial Inc. | 0.00% | Reduce -37.6% | 18,654 | $401K |
| JPMorgan Chase & Co. | 0.00% | Add +619.9% | 18,639 | $401K |
| Ferguson Shapiro LLC | 0.15% | Add +3.1% | 18,403 | $396K |
| BlueChip Wealth Advisors LLC | 0.18% | Add +50.1% | 16,700 | $359K |
| RFG Advisory, LLC | 0.01% | Add +1.9% | 16,475 | $354K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.3% | 16,343 | $351K |
| Principal Securities, Inc. | 0.01% | No change | 16,805 | $350K |
| Old Mission Capital LLC | 0.01% | Reduce -42.1% | 16,017 | $344K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.9% | 15,416 | $331K |
| HBK Sorce Advisory LLC | 0.01% | New | 14,650 | $315K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.3% | 13,893 | $299K |
| Stifel Financial Corp. | 0.00% | Reduce -72.2% | 12,328 | $265K |
| Private Client Services, LLC | 0.12% | Add +2.9% | 11,669 | $251K |
| Wealth Management Associates, Inc. | 0.10% | Add +0.1% | 10,930 | $235K |
| Medallion Wealth Advisors, LLC | 0.10% | New | 10,688 | $231K |
| TrueMark Investments, LLC | 0.06% | Reduce -50.1% | 10,535 | $227K |
| HBW Advisory Services LLC | 0.03% | New | 10,366 | $223K |
| MBE Wealth Management, LLC | 0.10% | No change | 10,149 | $218K |
| Synergy Investment Management, LLC | 0.08% | Add +9.5% | 9,156 | $197K |
| US Bancorp \de | 0.00% | Reduce -23.5% | 8,128 | $175K |
| Wells Fargo & Company | 0.00% | Add +352.7% | 8,012 | $172K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -94.3% | 6,325 | $136K |
| Comerica Bank | 0.00% | Reduce -6.8% | 5,373 | $116K |
| Tucker Asset Management LLC | 0.04% | Add +12.1% | 5,280 | $114K |
| Centaurus Financial, Inc. | 0.01% | Reduce -7.5% | 4,942 | $106K |
| Rossby Financial, LCC | 0.04% | New | 4,442 | $95K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 4,294 | $92K |
| Private Trust Co. NA | 0.01% | Reduce -2.2% | 3,222 | $69K |
| Larson Financial Group LLC | 0.00% | No change | 2,200 | $47K |
| Raleigh Capital Management Inc. | 0.02% | Add +1.0% | 2,150 | $46K |
| Creative Financial Designs Inc. | 0.00% | Reduce -95.4% | 2,010 | $43K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -4.2% | 1,948 | $42K |
| Cwm, LLC | 0.00% | Reduce -60.9% | 1,344 | $29K |
| Allworth Financial LP | 0.00% | Add +1.0% | 906 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | New | 566 | $12K |
| Lanark Financial, Inc. | 0.00% | — | 560 | $12K |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.8% | 467 | $10K |
| Continuum Advisory, LLC | 0.00% | No change | 450 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | New | 420 | $9K |
| Beacon Capital Management, LLC | 0.00% | Reduce -75.1% | 400 | $9K |
| Kiker Wealth Management, LLC | 0.01% | New | 379 | $8K |
| Wagner Wealth Management, LLC | 0.00% | Add +11.7% | 363 | $8K |
| American National Bank & Trust | 0.00% | New | 262 | $6K |
| Farther Finance Advisors, LLC | 0.00% | New | 217 | $5K |
| UBS Group AG | 0.00% | Reduce -97.6% | 153 | $3K |
| Transce3nd, LLC | 0.00% | No change | 146 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $108 |
"% 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.