First TR Long Duration O-ETFLGOVETF
13F holders, Q4 2025 (December 31)138holders +13
18new positions
8sold out
1famous investor
$21.83avg. 13F price*
At the end of Q4 2025, 138 institutions reported holding First TR Long Duration O-ETF (LGOV) in their 13F filings, up 13 from Q3 2025. 18 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($84.9M), Royal Bank of Canada ($40.5M) and Raymond James Financial Inc. ($27.4M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $18.1M |
| Exits | 8 | $2.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,977,086 shares bought and 2,441,247 shares sold, net +535,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| LPL Financial LLC | 0.02% | Add +11.5% | 3,889,011 | $84.9M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 1,856,245 | $40.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -25.2% | 1,255,655 | $27.4M |
| Morgan Stanley | 0.00% | Add +4.8% | 1,224,161 | $26.7M |
| Comprehensive Wealth Management, LLC | 14.71% | Reduce -21.3% | 1,142,264 | $24.9M |
| GDS Wealth Management | 1.43% | Reduce -2.5% | 1,045,275 | $22.8M |
| Csenge Advisory Group | 0.96% | Add +6.2% | 974,216 | $21.3M |
| Walkner Condon Financial Advisors LLC | 2.55% | Add +24.4% | 842,312 | $18.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.1% | 781,716 | $17.1M |
| Financial Enhancement Group LLC | 2.19% | Reduce -27.7% | 773,034 | $16.8M |
| Stratos Investment Management, LLC | 0.66% | Add +2.9% | 756,610 | $16.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.1% | 720,153 | $15.7M |
| Marshall Financial Group, LLC | 3.03% | Add +4.1% | 716,276 | $15.6M |
| Stephens Inc. | 0.18% | Add +3.0% | 671,371 | $14.7M |
| Integrated Wealth Concepts LLC | 0.17% | Add +4.1% | 655,358 | $14.3M |
| Tidemark, LLC | 3.51% | New | 566,126 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +1085.2% | 564,951 | $12.3M |
| Cetera Investment Advisers | 0.01% | Add +31.0% | 559,085 | $12.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -39.5% | 369,993 | $8.1M |
| Anderson Financial Strategies, LLC | 4.26% | Add +3.6% | 335,797 | $7.3M |
| Kingsview Wealth Management, LLC | 0.10% | Add +379.0% | 310,968 | $6.8M |
| Tsfg, LLC | 0.85% | Add +40.0% | 259,713 | $5.7M |
| First Trust Advisors LP | 0.00% | Add +21.8% | 259,278 | $5.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +3.3% | 247,321 | $5.4M |
| Midwest Financial Network, LLC | 4.02% | Add +3.7% | 238,565 | $5.2M |
| &partners | 0.03% | Reduce -1.4% | 221,203 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.6% | 218,811 | $4.8M |
| Centennial Wealth Advisory LLC | 1.09% | Add +0.5% | 188,773 | $4.1M |
| Benjamin Edwards Inc. | 0.04% | Add +47.9% | 179,679 | $3.9M |
| Arvest Investments, Inc. | 0.50% | Reduce -43.3% | 161,565 | $3.5M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -22.0% | 156,668 | $3.4M |
| Holistic Financial Partners | 1.20% | Add +4.7% | 152,141 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.3% | 144,330 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.8% | 144,247 | $3.1M |
| Prospera Financial Services Inc | 0.05% | Add +6.8% | 138,769 | $3.0M |
| FSB Premier Wealth Management, Inc. | 0.93% | Add +4.4% | 134,420 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.2% | 133,521 | $2.9M |
| Sequent Planning LLC | 0.69% | Reduce -2.6% | 124,471 | $2.7M |
| Midwest Financial Group LLC | 1.17% | Add +33.5% | 121,514 | $2.7M |
| Independent Financial Group, LLC | 0.05% | Reduce -2.5% | 107,264 | $2.3M |
| Iams Wealth Management, LLC | 0.79% | Add +90.7% | 100,328 | $2.2M |
| Assetmark, Inc. | 0.00% | Reduce -8.6% | 88,612 | $1.9M |
| Mgo One Seven LLC | 0.04% | New | 83,349 | $1.8M |
| TCFG Wealth Management, LLC | 0.67% | Add +0.1% | 78,283 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +13.4% | 73,329 | $1.6M |
| Accel Wealth Management | 0.43% | Add +16.1% | 72,293 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -6.6% | 67,159 | $1.5M |
| Investors Research Corp | 0.26% | Reduce -2.3% | 65,213 | $1.4M |
| IFG Advisory, LLC | 0.06% | Reduce -4.4% | 60,440 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.0% | 60,096 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.9% | 52,752 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -90.5% | 50,232 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +5.3% | 44,184 | $965K |
| Silver Oak Securities, Incorporated | 0.06% | Add +1.4% | 40,080 | $880K |
| Flow Traders U.S. LLC | 0.03% | New | 39,447 | $861K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.0% | 38,377 | $838K |
| Maia Wealth LLC | 0.14% | Reduce -16.9% | 35,803 | $794K |
| Citadel Advisors | 0.00% | Reduce -70.8% | 34,253 | $748K |
| Arax Advisory Partners | 0.02% | New | 33,885 | $740K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.1% | 33,131 | $723K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.8% | 32,407 | $707K |
| IFP Advisors, Inc | 0.02% | Reduce -6.2% | 30,972 | $676K |
| Pinnacle Family Advisors, LLC | 0.29% | Reduce -1.8% | 30,371 | $663K |
| Western Wealth Management, LLC | 0.03% | Add +14.3% | 30,136 | $658K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.6% | 29,930 | $653K |
| Fortis Capital Advisors, LLC | 0.10% | Reduce -22.1% | 29,883 | $652K |
| Belpointe Asset Management LLC | 0.02% | Reduce -22.1% | 29,883 | $652K |
| Harbour Investments, Inc. | 0.01% | Add +2.4% | 28,724 | $627K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.0% | 26,800 | $585K |
| Coppell Advisory Solutions LLC | 0.06% | Add +9.4% | 25,487 | $559K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -0.9% | 25,506 | $556K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.3% | 24,207 | $528K |
| RFG Advisory, LLC | 0.01% | Add +3.5% | 21,128 | $461K |
| Park Avenue Securities LLC | 0.00% | Add +17.2% | 21,122 | $461K |
| Park Square Financial Group, LLC | 2.56% | Reduce -40.0% | 20,732 | $432K |
| US Bancorp \de | 0.00% | Add +27.8% | 19,051 | $416K |
| MML Investors Services, LLC | 0.00% | Add +10.4% | 18,786 | $410K |
| Integrated Advisors Network LLC | 0.02% | Reduce -26.0% | 18,706 | $408K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.7% | 18,391 | $401K |
| Atria Investments, Inc | 0.00% | Add +6.4% | 17,894 | $391K |
| Balefire, LLC | 0.07% | New | 17,455 | $381K |
| Rossby Financial, LCC | 0.12% | Reduce -2.2% | 17,080 | $373K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 16,810 | $367K |
| BlueChip Wealth Advisors LLC | 0.15% | No change | 16,700 | $365K |
| Principal Securities, Inc. | 0.01% | Add +2.9% | 16,548 | $361K |
| Spire Wealth Management | 0.01% | Add +0.5% | 16,095 | $351K |
| Medallion Wealth Advisors, LLC | 0.11% | Add +17.7% | 15,178 | $331K |
| HBK Sorce Advisory LLC | 0.01% | No change | 14,765 | $324K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 14,503 | $317K |
| KKM Financial LLC | 0.06% | New | 14,314 | $312K |
| Stifel Financial Corp. | 0.00% | New | 14,296 | $312K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -4.3% | 14,212 | $310K |
| Equitable Holdings, Inc. | 0.00% | New | 14,010 | $306K |
| Pacific Excel Wealth Advisors, Inc. | 0.58% | — | 14,002 | $306K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.3% | 13,795 | $301K |
| Asset Allocation Strategies LLC | 0.05% | Add +8.9% | 13,059 | $285K |
| Faithward Advisors, LLC | 0.04% | New | 11,948 | $261K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +15.3% | 10,710 | $234K |
| World Investment Advisors | 0.00% | New | 10,329 | $225K |
| Wealth Management Associates, Inc. | 0.08% | No change | 10,165 | $222K |
"% 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.