First TR Long Duration O-ETFLGOVETF
13F holders, Q3 2025 (September 30)125holders −10
11new positions
19sold out
1famous investor
$21.75avg. 13F price*
At the end of Q3 2025, 125 institutions reported holding First TR Long Duration O-ETF (LGOV) in their 13F filings, down 10 from Q2 2025. 11 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($75.9M), Royal Bank of Canada ($38.9M) and Raymond James Financial Inc. ($36.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $17.4M |
| Exits | 19 | $25.2M |
All 13F filers, Q2 2025 → Q3 2025: 3,211,789 shares bought and 2,980,074 shares sold, net +231,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| LPL Financial LLC | 0.02% | Add +28.6% | 3,487,451 | $75.9M |
| Royal Bank of Canada | 0.01% | Add +48.6% | 1,786,444 | $38.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 1,678,265 | $36.5M |
| Comprehensive Wealth Management, LLC | 22.38% | Reduce -8.1% | 1,451,311 | $31.6M |
| Morgan Stanley | 0.00% | Add +3.9% | 1,167,791 | $25.4M |
| Financial Enhancement Group LLC | 3.14% | Reduce -8.0% | 1,069,400 | $23.4M |
| GDS Wealth Management | 1.54% | Add +5.5% | 1,071,792 | $23.3M |
| Csenge Advisory Group | 0.95% | Add +1.8% | 917,512 | $20.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.5% | 806,492 | $17.5M |
| Stratos Investment Management, LLC | 0.66% | New | 735,206 | $16.0M |
| Marshall Financial Group, LLC | 2.91% | Add +1.0% | 687,784 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.7% | 678,584 | $14.8M |
| Walkner Condon Financial Advisors LLC | 2.33% | Add +25.9% | 677,378 | $14.7M |
| Stephens Inc. | 0.18% | Add +2.2% | 652,142 | $14.2M |
| Integrated Wealth Concepts LLC | 0.12% | Add +62.2% | 629,304 | $13.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -27.8% | 611,568 | $13.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 526,944 | $11.5M |
| Cetera Investment Advisers | 0.01% | Add +38.3% | 426,799 | $9.3M |
| Anderson Financial Strategies, LLC | 4.17% | Add +10.3% | 324,095 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.6% | 299,044 | $6.4M |
| Arvest Investments, Inc. | 0.89% | Add +14.3% | 284,877 | $6.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +1.7% | 239,319 | $5.2M |
| Midwest Financial Network, LLC | 4.06% | Add +15.5% | 230,130 | $5.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.2% | 224,775 | $4.9M |
| &partners | 0.03% | Reduce -13.3% | 224,248 | $4.9M |
| First Trust Advisors LP | 0.00% | Add +10.2% | 212,833 | $4.6M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -18.2% | 200,829 | $4.4M |
| Centennial Wealth Advisory LLC | 1.14% | Add +52.2% | 187,887 | $4.1M |
| Tsfg, LLC | 0.64% | Add +4.4% | 185,486 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.5% | 157,461 | $3.4M |
| Holistic Financial Partners | 1.29% | Reduce -4.3% | 145,272 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +44.6% | 136,527 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +7.8% | 129,979 | $2.8M |
| FSB Premier Wealth Management, Inc. | 0.92% | Add +5.7% | 128,733 | $2.8M |
| Sequent Planning LLC | 0.79% | Add +2.7% | 127,764 | $2.8M |
| Benjamin Edwards Inc. | 0.03% | Add +21.1% | 121,478 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -53.7% | 117,375 | $2.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -5.8% | 109,959 | $2.4M |
| Assetmark, Inc. | 0.00% | Add +4.2% | 96,916 | $2.1M |
| Midwest Financial Group LLC | 0.94% | Add +0.6% | 91,003 | $2.0M |
| TCFG Wealth Management, LLC | 0.67% | Reduce -1.8% | 78,213 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -3.5% | 71,879 | $1.6M |
| Investors Research Corp | 0.27% | Reduce -0.1% | 66,761 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -5.3% | 64,921 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +37.2% | 64,649 | $1.4M |
| IFG Advisory, LLC | 0.06% | Add +1.4% | 63,225 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.5% | 62,609 | $1.4M |
| Accel Wealth Management | 0.39% | Add +1.6% | 62,282 | $1.4M |
| Iams Wealth Management, LLC | 0.46% | Add +6.2% | 52,620 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.0% | 51,256 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.8% | 47,668 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -88.5% | 45,215 | $983K |
| Maia Wealth LLC | 0.16% | Reduce -2.0% | 43,087 | $947K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +6.4% | 41,942 | $912K |
| Silver Oak Securities, Incorporated | 0.06% | New | 39,507 | $859K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -15.3% | 38,773 | $843K |
| Fortis Capital Advisors, LLC | 0.13% | Reduce -9.8% | 38,371 | $835K |
| Belpointe Asset Management LLC | 0.03% | Reduce -9.8% | 38,371 | $835K |
| Park Square Financial Group, LLC | 3.24% | Reduce -39.7% | 34,543 | $751K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.0% | 33,088 | $720K |
| IFP Advisors, Inc | 0.02% | Reduce -80.8% | 33,034 | $718K |
| Sigma Planning Corp | 0.02% | Reduce -46.1% | 31,864 | $693K |
| Pinnacle Family Advisors, LLC | 0.29% | Reduce -53.8% | 30,934 | $673K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.5% | 29,789 | $648K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.7% | 29,752 | $647K |
| Harbour Investments, Inc. | 0.01% | Reduce -92.7% | 28,045 | $610K |
| Western Wealth Management, LLC | 0.03% | Add +34.1% | 26,368 | $574K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 26,278 | $572K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Reduce -0.8% | 25,744 | $559K |
| Integrated Advisors Network LLC | 0.02% | Add +1.9% | 25,289 | $550K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.6% | 23,898 | $520K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -24.0% | 23,291 | $508K |
| RFG Advisory, LLC | 0.01% | Add +7.3% | 20,418 | $444K |
| Ferguson Shapiro LLC | 0.13% | Reduce -3.1% | 18,101 | $394K |
| Park Avenue Securities LLC | 0.00% | Add +0.4% | 18,018 | $392K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.3% | 17,739 | $386K |
| Rossby Financial, LCC | 0.13% | Add +292.6% | 17,460 | $382K |
| MML Investors Services, LLC | 0.00% | Add +7.8% | 17,014 | $370K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 17,005 | $370K |
| Atria Investments, Inc | 0.00% | Reduce -8.3% | 16,811 | $366K |
| BlueChip Wealth Advisors LLC | 0.16% | No change | 16,700 | $363K |
| IFS Group,LLC | 0.31% | — | 16,197 | $354K |
| Principal Securities, Inc. | 0.01% | Reduce -3.0% | 16,082 | $350K |
| Spire Wealth Management | 0.01% | Reduce -14.0% | 16,018 | $348K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.8% | 14,765 | $326K |
| US Bancorp \de | 0.00% | Reduce -9.9% | 14,909 | $324K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -10.9% | 14,853 | $323K |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.4% | 14,686 | $319K |
| PFG Advisors | 0.01% | Reduce -37.5% | 13,738 | $299K |
| Medallion Wealth Advisors, LLC | 0.10% | Add +6.2% | 12,895 | $280K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.7% | 12,511 | $272K |
| Asset Allocation Strategies LLC | 0.05% | Add +7.0% | 11,990 | $261K |
| Global Retirement Partners, LLC | 0.01% | Reduce -50.6% | 11,600 | $252K |
| StoneX Group Inc. | 0.01% | New | 10,685 | $232K |
| Wealth Management Associates, Inc. | 0.08% | No change | 10,165 | $221K |
| MBE Wealth Management, LLC | 0.10% | No change | 10,149 | $221K |
| Wells Fargo & Company | 0.00% | Add +939100.0% | 9,392 | $204K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 9,290 | $202K |
| Tucker Asset Management LLC | 0.05% | Reduce -20.2% | 7,244 | $158K |
| Geneos Wealth Management Inc. | 0.00% | No change | 7,185 | $156K |
"% 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.