First TR Long Duration O-ETFLGOVETF
13F holders, Q1 2026 (March 31)148holders +10
17new positions
9sold out
1famous investor
$21.59avg. 13F price*
At the end of Q1 2026, 148 institutions reported holding First TR Long Duration O-ETF (LGOV) in their 13F filings, up 10 from Q4 2025. 17 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($92.0M), Royal Bank of Canada ($43.6M) and Morgan Stanley ($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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.8M |
| Exits | 9 | $4.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,252,554 shares bought and 2,154,248 shares sold, net +1,098,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| LPL Financial LLC | 0.02% | Add +9.7% | 4,265,669 | $92.0M |
| Royal Bank of Canada | 0.01% | Add +8.8% | 2,020,458 | $43.6M |
| Morgan Stanley | 0.00% | Add +38.2% | 1,692,263 | $36.5M |
| Csenge Advisory Group | 1.12% | Add +16.6% | 1,135,800 | $24.5M |
| GDS Wealth Management | 1.41% | Add +3.9% | 1,086,109 | $23.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.1% | 1,015,230 | $21.9M |
| Stratos Investment Management, LLC | 0.81% | Add +23.7% | 936,203 | $20.2M |
| Stephens Inc. | 0.24% | Add +29.7% | 870,712 | $18.8M |
| Walkner Condon Financial Advisors LLC | 2.39% | Reduce -0.2% | 840,755 | $18.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.8% | 812,608 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.3% | 807,356 | $17.4M |
| Cetera Investment Advisers | 0.02% | Add +37.2% | 767,082 | $16.5M |
| Marshall Financial Group, LLC | 2.40% | Reduce -2.8% | 696,277 | $15.0M |
| Tidemark, LLC | 3.29% | Add +6.1% | 600,468 | $13.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -5.1% | 536,274 | $11.6M |
| Financial Enhancement Group LLC | 1.35% | Reduce -35.5% | 498,485 | $10.9M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -24.8% | 493,086 | $10.6M |
| Citadel Advisors | 0.01% | Add +1300.3% | 479,638 | $10.3M |
| First Trust Advisors LP | 0.01% | Add +52.2% | 394,526 | $8.5M |
| Centennial Wealth Advisory LLC | 2.06% | Add +109.0% | 394,494 | $8.5M |
| Anderson Financial Strategies, LLC | 4.00% | Add +1.0% | 339,240 | $7.3M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -4.6% | 296,664 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -25.2% | 276,859 | $6.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +10.2% | 272,486 | $5.9M |
| Tsfg, LLC | 0.87% | Add +1.8% | 264,435 | $5.7M |
| Comprehensive Wealth Management, LLC | 2.81% | Reduce -77.4% | 258,014 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | Add +6.5% | 232,984 | $5.0M |
| Midwest Financial Network, LLC | 3.84% | Reduce -6.2% | 223,874 | $4.8M |
| &partners | 0.02% | Reduce -2.6% | 215,411 | $4.6M |
| Benjamin Edwards Inc. | 0.04% | Add +5.4% | 189,346 | $4.1M |
| Holistic Financial Partners | 1.25% | Add +2.2% | 155,435 | $3.4M |
| Prospera Financial Services Inc | 0.05% | Add +7.0% | 148,458 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.8% | 148,301 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -8.2% | 143,877 | $3.1M |
| FSB Premier Wealth Management, Inc. | 0.94% | Add +3.2% | 138,749 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.4% | 126,390 | $2.7M |
| Midwest Financial Group LLC | 1.16% | Add +3.6% | 125,878 | $2.7M |
| Sequent Planning LLC | 0.64% | Reduce -0.9% | 123,380 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.0% | 114,808 | $2.5M |
| Arvest Investments, Inc. | 0.32% | Reduce -32.2% | 109,587 | $2.4M |
| Iams Wealth Management, LLC | 0.82% | Add +8.9% | 109,242 | $2.4M |
| Mgo One Seven LLC | 0.04% | Add +22.1% | 101,811 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -6.0% | 100,781 | $2.2M |
| Assetmark, Inc. | 0.00% | Add +11.3% | 98,633 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +81.7% | 91,255 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 84,091 | $1.8M |
| TCFG Wealth Management, LLC | 0.64% | Add +0.2% | 78,439 | $1.7M |
| TCFG Investment Advisors, LLC | 0.64% | — | 78,439 | $1.7M |
| Accel Wealth Management | 0.43% | Add +5.6% | 76,318 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -1.2% | 66,324 | $1.4M |
| Investors Research Corp | 0.27% | No change | 65,213 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 61,313 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -19.3% | 59,183 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +80.5% | 58,493 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.2% | 53,899 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +3.7% | 45,817 | $988K |
| Park Avenue Securities LLC | 0.01% | Add +88.1% | 39,731 | $857K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.9% | 39,493 | $852K |
| Arax Advisory Partners | 0.02% | Add +0.0% | 33,886 | $731K |
| Gateway Wealth Partners, LLC | 0.03% | Add +134.0% | 33,260 | $717K |
| Maia Wealth LLC | 0.12% | Reduce -8.6% | 32,718 | $706K |
| Western Wealth Management, LLC | 0.03% | Add +4.1% | 31,366 | $677K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.6% | 31,009 | $669K |
| Faithward Advisors, LLC | 0.10% | Add +44.0% | 17,202 | $666K |
| Pinnacle Family Advisors, LLC | 0.30% | Reduce -2.6% | 29,586 | $638K |
| Goldman Sachs Group Inc. | 0.00% | New | 29,199 | $630K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.1% | 27,356 | $590K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.9% | 27,321 | $589K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.1% | 26,167 | $564K |
| Independent Advisor Alliance | 0.01% | New | 25,822 | $557K |
| Pacific Excel Wealth Advisors, Inc. | 0.58% | Add +83.3% | 25,668 | $554K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -0.7% | 25,335 | $546K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.2% | 25,112 | $542K |
| IFS Group,LLC | 0.46% | — | 23,975 | $517K |
| IFP Advisors, Inc | 0.01% | Reduce -24.4% | 23,423 | $505K |
| Park Square Financial Group, LLC | 3.78% | Add +11.3% | 23,067 | $498K |
| Foundations Investment Advisors, LLC | 0.01% | New | 22,886 | $494K |
| RFG Advisory, LLC | 0.01% | Add +8.0% | 22,814 | $492K |
| Aurora Private Wealth, Inc. | 0.33% | New | 21,614 | $467K |
| Flow Traders U.S. LLC | 0.01% | Reduce -47.1% | 20,872 | $450K |
| Atria Investments, Inc | 0.01% | Add +16.1% | 20,772 | $448K |
| Perigon Wealth Management, LLC | 0.01% | Add +48.6% | 20,494 | $442K |
| BAM Wealth Management, LLC | 0.33% | Add +109.2% | 20,491 | $442K |
| BlueChip Wealth Advisors LLC | 0.19% | Add +20.5% | 20,121 | $434K |
| Principal Securities, Inc. | 0.01% | Add +12.2% | 18,566 | $400K |
| Balefire, LLC | 0.07% | Add +3.6% | 18,088 | $390K |
| Rossby Financial, LCC | 0.08% | Add +4.5% | 17,856 | $385K |
| Spire Wealth Management | 0.01% | Add +10.1% | 17,719 | $382K |
| Integrated Advisors Network LLC | 0.02% | Reduce -14.8% | 15,939 | $344K |
| MML Investors Services, LLC | 0.00% | Reduce -20.3% | 14,964 | $323K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +36.2% | 14,584 | $315K |
| KKM Financial LLC | 0.06% | No change | 14,314 | $312K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.3% | 14,478 | $312K |
| Equitable Holdings, Inc. | 0.00% | Add +1.1% | 14,162 | $309K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 14,192 | $306K |
| Triad Wealth Partners, LLC | 0.02% | New | 14,056 | $303K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.7% | 13,996 | $300K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -12.8% | 13,243 | $286K |
| Novem Group | 0.03% | New | 12,588 | $272K |
| Stifel Financial Corp. | 0.00% | Reduce -17.2% | 11,833 | $255K |
"% 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.