Vault-13

FIRST TR EXCHANGE-TRADED FD LGOV

LNG DUR OPRTUN · ETP · CUSIP 33738D606

132 institutional holders +4 vs Q4 2024
25,056,33825.1m shares reported held*
$537.9mreported value*
19 new 51 added 54 reduced 14 sold out net bought ≈ $7.9m (+366.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $21.47.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 18Q4 22: 21Q1 23: 28Q2 23: 55Q3 23: 65Q4 23: 81Q1 24: 94Q2 24: 111Q3 24: 118Q4 24: 128Q1 25: 132132Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202218
Q4 202221
Q1 202328
Q2 202355
Q3 202365
Q4 202381
Q1 202494
Q2 2024111
Q3 2024118
Q4 2024128
Q1 2025132

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 46 bought or addedQ2 23: 8 cut or sold outQ3 23: 45 bought or addedQ3 23: 22 cut or sold outQ3 23Q4 23: 48 bought or addedQ4 23: 33 cut or sold outQ1 24: 70 bought or addedQ1 24: 30 cut or sold outQ1 24Q2 24: 72 bought or addedQ2 24: 34 cut or sold outQ3 24: 76 bought or addedQ3 24: 40 cut or sold outQ3 24Q4 24: 72 bought or addedQ4 24: 58 cut or sold outQ1 25: 70 bought or addedQ1 25: 68 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023468
Q3 20234522
Q4 20234833
Q1 20247030
Q2 20247234
Q3 20247640
Q4 20247258
Q1 20257068

Biggest buyers

Comprehensive Wealth Management, LLC New +441,843+441.8k
Integrated Wealth Concepts LLC New +364,765+364.8k
Financial Enhancement Group LLC Added +314,626+314.6k
Anderson Financial Strategies, LLC New +313,481+313.5k
LPL Financial LLC Added +268,657+268.7k
&PARTNERS New +206,544+206.5k
Walkner Condon Financial Advisors LLC Added +195,938+195.9k
Csenge Advisory Group Added +184,691+184.7k
ROYAL BANK OF CANADA Added +149,850+149.8k
MORGAN STANLEY Added +145,146+145.1k

Biggest sellers

CITADEL ADVISORS LLC Sold out -489,771-489.8k
Atria Wealth Solutions, Inc. Reduced -454,782-454.8k
FWG Holdings, LLC Sold out -373,883-373.9k
Cyndeo Wealth Partners, LLC Sold out -296,623-296.6k
Arax Advisory Partners Reduced -225,788-225.8k
CoreCap Advisors, LLC Reduced -201,757-201.8k
Janney Montgomery Scott LLC Reduced -127,249-127.2k
Stratos Investment Management, LLC Sold out -118,957-119.0k
RAYMOND JAMES FINANCIAL INC Reduced -115,460-115.5k
Geneos Wealth Management Inc. Reduced -85,964-86.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -1.7 pts · filed 2026-01-14 8.6% -1.7 pts 2.6m≈ $56.2m 2026-01-14

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 3,194,4363.2m $68.7m $68.7m 0.03% Added +268.7k +268,657
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,447,5621.4m $31.1m $31.1m 0.00% Added +145.1k +145,146
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,251,3891.3m $26.9m $26.9m 0.01% Reduced -115.5k -115,460
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,137,7831.1m $24.5m $24.5m 0.01% Added +50.3k +50,300
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,014,6311.0m $21.8m $21.8m 0.00% Added +149.8k +149,850
6 Financial Enhancement Group LLC 3.29% of their portfolio ANDERSON, IN 1,004,9331.0m $21.0m $21.0m 3.29% Added +314.6k +314,626
7 GDS Wealth Management 1.80% of their portfolio FLOWER MOUND, TX 980,930980.9k $21.1m $21.1m 1.80% Added +104.6k +104,645
8 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 884,945884.9k $19.0m $19.0m 0.06% Reduced -26.2k -26,183
9 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 864,096864.1k $18.6m $18.6m 0.03% Added +6.6k +6,646
10 Csenge Advisory Group 1.03% of their portfolio CLEARWATER, FL 855,776855.8k $18.2m $18.2m 1.03% Added +184.7k +184,691
11 Brookwood Investment Group LLC 2.66% of their portfolio PHOENIX, AZ 720,743720.7k $15.5m $15.5m 2.66% First filing
12 Marshall Financial Group, LLC 3.24% of their portfolio Hunt Valley, MD 690,417690.4k $14.8m $14.8m 3.24% Added +13.8k +13,850
13 STEPHENS INC /AR/ 0.22% of their portfolio LITTLE ROCK, AR 685,013685.0k $14.7m $14.7m 0.22% Added +27.2k +27,195
14 Walkner Condon Financial Advisors LLC 2.56% of their portfolio MADISON, WI 588,451588.5k $12.7m $12.7m 2.56% Added +195.9k +195,938
15 Atria Wealth Solutions, Inc. 0.15% of their portfolio NEW YORK, NY 576,685576.7k $12.4m $12.4m 0.15% Reduced -454.8k -454,782
16 VestGen Advisors, LLC 0.50% of their portfolio CHICAGO, IL 507,026507.0k $10.9m $10.9m 0.50% First filing
17 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 499,259499.3k $10.7m $10.7m 0.02% Added +8.5k +8,513
18 Comprehensive Wealth Management, LLC 6.61% of their portfolio LYNNWOOD, WA 441,843441.8k $9.5m $9.5m 6.61% New
19 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 424,856424.9k $9.1m $9.1m 0.02% Added +35.7k +35,701
20 HARBOUR INVESTMENTS, INC. 0.24% of their portfolio MADISON, WI 391,445391.4k $8.4m $8.4m 0.24% Reduced -18.4k -18,397
21 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 364,765364.8k $7.8m $7.8m 0.09% New
22 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 341,430341.4k $7.3m $7.3m 0.02% Reduced -11.8k -11,763
23 Gladstone Institutional Advisory LLC 0.34% of their portfolio Bedminster, NJ 336,654336.7k $7.2m $7.2m 0.34% Reduced -34.2k -34,203
24 Anderson Financial Strategies, LLC 4.12% of their portfolio DAYTON, OH 313,481313.5k $6.7m $6.7m 4.12% New
25 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 254,181254.2k $5.5m $5.5m 0.03% Added +52.7k +52,705
26 Orion Portfolio Solutions, LLC 0.03% of their portfolio Omaha, NE 241,961242.0k $5.1m $5.1m 0.03% Added +120.6k +120,607
27 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 240,486240.5k $5.2m $5.2m 0.00% Added +4.5k +4,527
28 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 239,813239.8k $5.2m $5.2m 0.01% Reduced -127.2k -127,249
29 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 235,829235.8k $5.1m $5.1m 0.03% Reduced -5.1k -5,105
30 Holistic Financial Partners 2.23% of their portfolio INDIANAPOLIS, IN 214,987215.0k $4.6m $4.6m 2.23% Reduced -20.4k -20,357
31 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 206,544206.5k $4.5m $4.5m 0.05% New
32 Midwest Financial Network, LLC 4.32% of their portfolio TINLEY PARK, IL 201,084201.1k $4.3m $4.3m 4.32% Added +6.0k +5,952
33 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 150,899150.9k $3.2m $3.2m 0.05% Added +34.8k +34,832
34 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 141,339141.3k $3.0m $3.0m 0.01% Reduced -5.8k -5,777
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 140,688140.7k $3.0m $3.0m 0.00% Reduced -19.3k -19,254
36 Sequent Planning LLC 0.94% of their portfolio OMAHA, NE 122,037122.0k $2.6m $2.6m 0.94% Added +933 +933
37 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 120,607120.6k $2.6m $2.6m 0.03% Reduced -747 -747
38 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 117,546117.5k $2.5m $2.5m 0.06% Added +10.3k +10,281
39 FSB PREMIER WEALTH MANAGEMENT, INC. 0.91% of their portfolio WATERLOO, IA 109,047109.0k $2.3m $2.3m 0.91% Added +10.3k +10,276
40 Western Wealth Management, LLC 0.15% of their portfolio GOLDEN, CO 105,291105.3k $2.3m $2.3m 0.15% Reduced -21.9k -21,937
41 Midwest Financial Group LLC 1.28% of their portfolio Overland Park, KS 102,402102.4k $2.2m $2.2m 1.28% Reduced -5.8k -5,821
42 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 100,883100.9k $2.2m $2.2m 0.01% Reduced -12.4k -12,377
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 95,94595.9k $2.1m $2.1m 0.00% Added +75.9k +75,942
44 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 95,74895.7k $2.1m $2.1m 0.01% Reduced -25.5k -25,523
45 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 94,41394.4k $2.0m $2.0m 0.02% Reduced -5.1k -5,098
46 Visionary Wealth Advisors 0.11% of their portfolio O'FALLON, IL 88,19888.2k $1.9m $1.9m 0.11% Reduced -408 -408
47 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 84,23584.2k $1.8m $1.8m 0.06% Added +12.2k +12,238
48 TCFG WEALTH MANAGEMENT, LLC 0.86% of their portfolio LAGUNA NIGUEL, CA 79,55979.6k $1.7m $1.7m 0.86% New
49 INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio SAN DIEGO, CA 78,54278.5k $1.7m $1.7m 0.06% Reduced -2.5k -2,483
50 IAMS WEALTH MANAGEMENT, LLC 0.77% of their portfolio OMAHA, NE 78,28878.3k $1.7m $1.7m 0.77% Reduced -122 -122
51 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 69,23369.2k $1.5m $1.5m 0.03% Reduced -9.5k -9,516
52 IFG Advisory, LLC 0.08% of their portfolio ATLANTA, GA 68,82068.8k $1.5m $1.5m 0.08% Reduced -5.6k -5,559
53 Investors Research Corp 0.31% of their portfolio ATLANTA, GA 66,95467.0k $1.4m $1.4m 0.31% Added +30 +30
54 Pinnacle Family Advisors, LLC 0.77% of their portfolio Springfield, MO 66,20866.2k $1.4m $1.4m 0.77% Added +3.5k +3,451
55 Accel Wealth Management 0.48% of their portfolio WAVERLY, IA 61,62761.6k $1.3m $1.3m 0.48% Reduced -15.6k -15,600
56 Gateway Wealth Partners, LLC 0.30% of their portfolio APPLETON, WI 61,20361.2k $1.3m $1.3m 0.30% Added +6.6k +6,578
57 Park Square Financial Group, LLC 1.02% of their portfolio ROSWELL, GA 59,82659.8k $1.3m $1.3m 1.02% Reduced -20.4k -20,352
58 Centennial Wealth Advisory LLC 0.46% of their portfolio Traverse City, MI 58,96759.0k $1.3m $1.3m 0.46% Added +6.6k +6,624
59 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 58,57858.6k $1.3m $1.3m 0.04% Reduced -27.0k -27,018
60 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 51,13351.1k $1.1m $1.1m 0.00% Added +4.5k +4,526
61 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 47,32247.3k $1.0m $1.0m 0.02% Added +2.8k +2,791
62 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 47,29647.3k $1.0m $1.0m 0.04% Added +27.2k +27,187
63 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 45,80545.8k $984.8k $984.8k 0.03% Added +253 +253
64 Maia Wealth LLC 0.22% of their portfolio DENVER, CO 45,12245.1k $953.9k $953.9k 0.22% Reduced -4.7k -4,686
65 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 43,54543.5k $936.0k $936.0k 0.01% Reduced -3.3k -3,321
66 Coppell Advisory Solutions LLC 0.13% of their portfolio COPPELL, TX 42,00542.0k $903.5k $903.5k 0.13% Reduced -42.0k -42,046
67 Core Wealth Partners LLC 0.52% of their portfolio SANTA ROSA, CA 41,67141.7k $895.9k $895.9k 0.52% Added +2.3k +2,261
68 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 40,25840.3k $865.5k $865.5k 0.01% Added +206 +206
69 Arax Advisory Partners 0.06% of their portfolio NEW YORK, NY 40,11340.1k $862.4k $862.4k 0.06% Reduced -225.8k -225,788
70 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 38,45938.5k $826.9k $826.9k 0.01% Reduced -3.0k -2,963
71 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 36,90136.9k $793.4k $793.4k 0.04% New
72 Fortis Capital Advisors, LLC 0.16% of their portfolio PRAIRIE VILLAGE, KS 36,90136.9k $793.4k $793.4k 0.16% New
73 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 36,15436.2k $777.3k $777.3k 0.01% Reduced -5.2k -5,165
74 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 35,96036.0k $773.1k $773.1k 0.03% Added +5.4k +5,383
75 PFG Advisors 0.04% of their portfolio Phoenix, AZ 34,38134.4k $739.2k $739.2k 0.04% Reduced -10.9k -10,873
76 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 31,48231.5k $676.9k $676.9k 0.01% Reduced -3.1k -3,143
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 26,41526.4k $567.9k $567.9k 0.01% Reduced -1.8k -1,843
78 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 25,97426.0k $558.4k $558.4k 0.02% Reduced -260 -260
79 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 24,13024.1k $518.8k $518.8k 0.01% Reduced -86.0k -85,964
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,72123.7k $510.0k $510.0k 0.00% New
81 LaSalle St. Investment Advisors, LLC 0.12% of their portfolio ELMHURST, IL 23,26323.3k $500.0k $500.0k 0.12% Reduced -337 -337
82 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 22,30822.3k $479.6k $479.6k 0.02% Reduced -6.6k -6,556
83 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 20,38720.4k $438.3k $438.3k 0.01% Added +1.2k +1,244
84 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,79919.8k $425.7k $425.7k 0.00% Added +6.8k +6,783
85 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,86118.9k $406.0k $406.0k 0.00% Added +5.8k +5,822
86 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 18,65418.7k $401.1k $401.1k 0.00% Reduced -11.2k -11,230
87 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,63918.6k $400.7k $400.7k 0.00% Added +16.1k +16,050
88 Ferguson Shapiro LLC 0.15% of their portfolio DECATUR, GA 18,40318.4k $395.7k $395.7k 0.15% Added +556 +556
89 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 16,80516.8k $350.2k $350.2k 0.01% Unchanged
90 BlueChip Wealth Advisors LLC 0.18% of their portfolio Milton, GA 16,70016.7k $359.1k $359.1k 0.18% Added +5.6k +5,575
91 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 16,47516.5k $354.2k $354.2k 0.01% Added +312 +312
92 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 16,34316.3k $351.4k $351.4k 0.00% Added +2.2k +2,169
93 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 16,01716.0k $344.4k $344.4k 0.01% Reduced -11.7k -11,650
94 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 15,41615.4k $331.4k $331.4k 0.01% Reduced -306 -306
95 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 14,65014.7k $315.0k $315.0k 0.01% New
96 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 13,89313.9k $298.7k $298.7k 0.01% Added +318 +318
97 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,32812.3k $265.1k $265.1k 0.00% Reduced -31.9k -31,934
98 PRIVATE CLIENT SERVICES, LLC 0.12% of their portfolio LOUISVILLE, KY 11,66911.7k $250.9k $250.9k 0.12% Added +327 +327
99 Wealth Management Associates, Inc. 0.10% of their portfolio Cherry Hill, NJ 10,93010.9k $235.0k $235.0k 0.10% Added +5 +5
100 Medallion Wealth Advisors, LLC 0.10% of their portfolio FARMINGTON, CT 10,68810.7k $231.1k $231.1k 0.10% New