Vault-13

FIRST TR EXCHANGE-TRADED FD LGOV

LNG DUR OPRTUN · ETP · CUSIP 33738D606

148 institutional holders +10 vs Q4 2025
26,568,05026.6m shares reported held*
$573.5mreported value*
17 new 66 added 45 reduced 9 sold out net bought ≈ $23.7m (+1.1m 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 ≈ $21.59.

Trends to Q1 2026

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: 132Q2 25: 136Q3 25: 125Q4 25: 138Q1 26: 148148Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202218
Q4 202221
Q1 202328
Q2 202355
Q3 202365
Q4 202381
Q1 202494
Q2 2024111
Q3 2024118
Q4 2024128
Q1 2025132
Q2 2025136
Q3 2025125
Q4 2025138
Q1 2026148

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 59 bought or addedQ2 25: 73 cut or sold outQ3 25: 62 bought or addedQ3 25: 69 cut or sold outQ3 25Q4 25: 78 bought or addedQ4 25: 51 cut or sold outQ1 26: 83 bought or addedQ1 26: 54 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247234
Q3 20247640
Q4 20247258
Q1 20257068
Q2 20255973
Q3 20256269
Q4 20257851
Q1 20268354

Biggest buyers

MORGAN STANLEY Added +468,102+468.1k
CITADEL ADVISORS LLC Added +445,385+445.4k
LPL Financial LLC Added +376,658+376.7k
Cetera Investment Advisers Added +207,997+208.0k
Centennial Wealth Advisory LLC Added +205,721+205.7k
STEPHENS INC /AR/ Added +199,341+199.3k
Stratos Investment Management, LLC Added +179,593+179.6k
ROYAL BANK OF CANADA Added +164,213+164.2k
Csenge Advisory Group Added +161,584+161.6k
FIRST TRUST ADVISORS LP Added +135,248+135.2k

Biggest sellers

Comprehensive Wealth Management, LLC Reduced -884,250-884.2k
Financial Enhancement Group LLC Reduced -274,549-274.5k
RAYMOND JAMES FINANCIAL INC Reduced -240,425-240.4k
Integrated Wealth Concepts LLC Reduced -162,272-162.3k
HighTower Advisors, LLC Reduced -93,134-93.1k
IFG Advisory, LLC Sold out -60,440-60.4k
ARVEST INVESTMENTS, INC. Reduced -51,978-52.0k
SILVER OAK SECURITIES, INCORPORATED Sold out -40,080-40.1k
Belpointe Asset Management LLC Sold out -29,883-29.9k
Fortis Capital Advisors, LLC Sold out -29,883-29.9k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 4,265,6694.3m $92.0m $92.0m 0.02% Added +376.7k +376,658
2 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,020,4582.0m $43.6m $43.6m 0.01% Added +164.2k +164,213
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,692,2631.7m $36.5m $36.5m 0.00% Added +468.1k +468,102
4 Csenge Advisory Group 1.12% of their portfolio CLEARWATER, FL 1,135,8001.1m $24.5m $24.5m 1.12% Added +161.6k +161,584
5 GDS Wealth Management 1.41% of their portfolio FLOWER MOUND, TX 1,086,1091.1m $23.4m $23.4m 1.41% Added +40.8k +40,834
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,015,2301.0m $21.9m $21.9m 0.01% Reduced -240.4k -240,425
7 Stratos Investment Management, LLC 0.81% of their portfolio BEACHWOOD, OH 936,203936.2k $20.2m $20.2m 0.81% Added +179.6k +179,593
8 STEPHENS INC /AR/ 0.23% of their portfolio LITTLE ROCK, AR 870,712870.7k $18.8m $18.8m 0.23% Added +199.3k +199,341
9 Walkner Condon Financial Advisors LLC 2.39% of their portfolio MADISON, WI 840,755840.8k $18.1m $18.1m 2.39% Reduced -1.6k -1,557
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 812,608812.6k $17.5m $17.5m 0.00% Added +92.5k +92,455
11 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 807,356807.4k $17.4m $17.4m 0.04% Added +25.6k +25,640
12 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 767,082767.1k $16.5m $16.5m 0.02% Added +208.0k +207,997
13 Marshall Financial Group, LLC 2.40% of their portfolio Hunt Valley, MD 696,277696.3k $15.0m $15.0m 2.40% Reduced -20.0k -19,999
14 Tidemark, LLC 3.29% of their portfolio SAN DIEGO, CA 600,468600.5k $13.0m $13.0m 3.29% Added +34.3k +34,342
15 Concurrent Investment Advisors, LLC 0.13% of their portfolio Tampa, FL 536,274536.3k $11.6m $11.6m 0.13% Reduced -28.7k -28,677
16 Financial Enhancement Group LLC 1.35% of their portfolio ANDERSON, IN 498,485498.5k $10.9m $10.9m 1.35% Reduced -274.5k -274,549
17 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 493,086493.1k $10.6m $10.6m 0.08% Reduced -162.3k -162,272
18 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 479,638479.6k $10.3m $10.3m 0.01% Added +445.4k +445,385
19 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 394,526394.5k $8.5m $8.5m 0.01% Added +135.2k +135,248
20 Centennial Wealth Advisory LLC 2.06% of their portfolio Traverse City, MI 394,494394.5k $8.5m $8.5m 2.06% Added +205.7k +205,721
21 Anderson Financial Strategies, LLC 4.00% of their portfolio DAYTON, OH 339,240339.2k $7.3m $7.3m 4.00% Added +3.4k +3,443
22 Kingsview Wealth Management, LLC 0.09% of their portfolio GRANTS PASS, OR 296,664296.7k $6.4m $6.4m 0.09% Reduced -14.3k -14,304
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 276,859276.9k $6.0m $6.0m 0.01% Reduced -93.1k -93,134
24 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 272,486272.5k $5.9m $5.9m 0.06% Added +25.2k +25,165
25 TSFG, LLC 0.87% of their portfolio LAKE FOREST, IL 264,435264.4k $5.7m $5.7m 0.87% Added +4.7k +4,722
26 Comprehensive Wealth Management, LLC 2.81% of their portfolio LYNNWOOD, WA 258,014258.0k $5.6m $5.6m 2.81% Reduced -884.2k -884,250
27 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 232,984233.0k $5.0m $5.0m 0.02% Added +14.2k +14,173
28 Midwest Financial Network, LLC 3.84% of their portfolio TINLEY PARK, IL 223,874223.9k $4.8m $4.8m 3.84% Reduced -14.7k -14,691
29 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 215,411215.4k $4.6m $4.6m 0.02% Reduced -5.8k -5,792
30 BENJAMIN EDWARDS INC 0.04% of their portfolio Clayton, MO 189,346189.3k $4.1m $4.1m 0.04% Added +9.7k +9,667
31 Holistic Financial Partners 1.25% of their portfolio INDIANAPOLIS, IN 155,435155.4k $3.4m $3.4m 1.25% Added +3.3k +3,294
32 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 148,458148.5k $3.2m $3.2m 0.05% Added +9.7k +9,689
33 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 148,301148.3k $3.2m $3.2m 0.01% Added +4.0k +3,971
34 Gladstone Institutional Advisory LLC 0.11% of their portfolio Bedminster, NJ 143,877143.9k $3.1m $3.1m 0.11% Reduced -12.8k -12,791
35 FSB PREMIER WEALTH MANAGEMENT, INC. 0.94% of their portfolio WATERLOO, IA 138,749138.7k $3.0m $3.0m 0.94% Added +4.3k +4,329
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 126,390126.4k $2.7m $2.7m 0.00% Reduced -17.9k -17,857
37 Midwest Financial Group LLC 1.16% of their portfolio Overland Park, KS 125,878125.9k $2.7m $2.7m 1.16% Added +4.4k +4,364
38 Sequent Planning LLC 0.64% of their portfolio OMAHA, NE 123,380123.4k $2.7m $2.7m 0.64% Reduced -1.1k -1,091
39 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 114,808114.8k $2.5m $2.5m 0.01% Reduced -18.7k -18,713
40 ARVEST INVESTMENTS, INC. 0.32% of their portfolio LOWELL, AR 109,587109.6k $2.4m $2.4m 0.32% Reduced -52.0k -51,978
41 IAMS WEALTH MANAGEMENT, LLC 0.82% of their portfolio OMAHA, NE 109,242109.2k $2.4m $2.4m 0.82% Added +8.9k +8,914
42 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 101,811101.8k $2.2m $2.2m 0.04% Added +18.5k +18,462
43 INDEPENDENT FINANCIAL GROUP, LLC 0.05% of their portfolio SAN DIEGO, CA 100,781100.8k $2.2m $2.2m 0.05% Reduced -6.5k -6,483
44 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 98,63398.6k $2.1m $2.1m 0.00% Added +10.0k +10,021
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 91,25591.3k $2.0m $2.0m 0.00% Added +41.0k +41,023
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 84,09184.1k $1.8m $1.8m 0.00% New
47 TCFG WEALTH MANAGEMENT, LLC 0.63% of their portfolio LAGUNA NIGUEL, CA 78,43978.4k $1.7m $1.7m 0.63% Added +156 +156
48 TCFG Investment Advisors, LLC 0.63% of their portfolio LAGUNA NIGUEL, CA 78,43978.4k $1.7m $1.7m 0.63% First filing
49 Accel Wealth Management 0.43% of their portfolio WAVERLY, IA 76,31876.3k $1.6m $1.6m 0.43% Added +4.0k +4,025
50 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 66,32466.3k $1.4m $1.4m 0.01% Reduced -835 -835
51 Investors Research Corp 0.27% of their portfolio ATLANTA, GA 65,21365.2k $1.4m $1.4m 0.27% Unchanged
52 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 61,31361.3k $1.3m $1.3m 0.00% Added +1.2k +1,217
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 59,18359.2k $1.3m $1.3m 0.00% Reduced -14.1k -14,146
54 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 58,49358.5k $1.3m $1.3m 0.02% Added +26.1k +26,086
55 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 53,89953.9k $1.2m $1.2m 0.01% Added +1.1k +1,147
56 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 45,81745.8k $988.3k $988.3k 0.03% Added +1.6k +1,633
57 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 39,73139.7k $857.0k $857.0k 0.01% Added +18.6k +18,609
58 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 39,49339.5k $851.9k $851.9k 0.02% Added +1.1k +1,116
59 Arax Advisory Partners 0.02% of their portfolio NEW YORK, NY 33,88633.9k $730.9k $730.9k 0.02% Added +1 +1
60 Gateway Wealth Partners, LLC 0.03% of their portfolio APPLETON, WI 33,26033.3k $717.4k $717.4k 0.03% Added +19.0k +19,048
61 Maia Wealth LLC 0.12% of their portfolio DENVER, CO 32,71832.7k $705.7k $705.7k 0.12% Reduced -3.1k -3,085
62 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 31,36631.4k $676.6k $676.6k 0.03% Added +1.2k +1,230
63 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 31,00931.0k $668.9k $668.9k 0.00% Added +1.1k +1,079
64 Pinnacle Family Advisors, LLC 0.30% of their portfolio Springfield, MO 29,58629.6k $638.2k $638.2k 0.30% Reduced -785 -785
65 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,19929.2k $629.8k $629.8k 0.00% New
66 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 27,35627.4k $590.1k $590.1k 0.00% Added +556 +556
67 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 27,32127.3k $589.3k $589.3k 0.01% Reduced -1.4k -1,403
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 26,16726.2k $564.4k $564.4k 0.00% Added +2.0k +1,960
69 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 25,82225.8k $557.0k $557.0k 0.01% New
70 Pacific Excel Wealth Advisors, Inc. 0.58% of their portfolio WALNUT CREEK, CA 25,66825.7k $553.7k $553.7k 0.58% Added +11.7k +11,666
71 LaSalle St. Investment Advisors, LLC 0.08% of their portfolio ELMHURST, IL 25,33525.3k $546.5k $546.5k 0.08% Reduced -171 -171
72 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 25,11225.1k $541.7k $541.7k 0.00% Reduced -8.0k -8,019
73 IFS Group,LLC 0.46% of their portfolio YORK, PA 23,97524.0k $517.1k $517.1k 0.46% First filing
74 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 23,42323.4k $505.2k $505.2k 0.01% Reduced -7.5k -7,549
75 Park Square Financial Group, LLC 3.78% of their portfolio ROSWELL, GA 23,06723.1k $497.6k $497.6k 3.78% Added +2.3k +2,335
76 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 22,88622.9k $493.7k $493.7k 0.01% New
77 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 22,81422.8k $492.1k $492.1k 0.01% Added +1.7k +1,686
78 Aurora Private Wealth, Inc. 0.33% of their portfolio ROCKAWAY, NJ 21,61421.6k $467.0k $467.0k 0.33% New
79 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 20,87220.9k $450.0k $450.0k 0.01% Reduced -18.6k -18,575
80 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 20,77220.8k $448.1k $448.1k 0.01% Added +2.9k +2,878
81 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 20,49420.5k $442.1k $442.1k 0.01% Added +6.7k +6,699
82 BAM Wealth Management, LLC 0.33% of their portfolio LAKEWOOD, CO 20,49120.5k $442.0k $442.0k 0.33% Added +10.7k +10,696
83 BlueChip Wealth Advisors LLC 0.19% of their portfolio Milton, GA 20,12120.1k $434.0k $434.0k 0.19% Added +3.4k +3,421
84 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 18,56618.6k $400.5k $400.5k 0.01% Added +2.0k +2,018
85 Balefire, LLC 0.07% of their portfolio DALLAS, TX 18,08818.1k $390.2k $390.2k 0.07% Added +633 +633
86 Rossby Financial, LCC 0.08% of their portfolio MELBOURNE, FL 17,85617.9k $384.8k $384.8k 0.08% Added +776 +776
87 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 17,71917.7k $382.2k $382.2k 0.01% Added +1.6k +1,624
88 Faithward Advisors, LLC 0.10% of their portfolio LANCASTER, PA 17,20217.2k $666.0k $666.0k 0.10% Added +5.3k +5,254
89 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 15,93915.9k $343.8k $343.8k 0.02% Reduced -2.8k -2,767
90 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,96415.0k $322.8k $322.8k 0.00% Reduced -3.8k -3,822
91 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 14,58414.6k $314.6k $314.6k 0.02% Added +3.9k +3,874
92 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 14,47814.5k $312.3k $312.3k 0.00% Reduced -3.9k -3,913
93 KKM Financial LLC 0.06% of their portfolio CHICAGO, IL 14,31414.3k $312.5k $312.5k 0.06% Unchanged
94 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 14,19214.2k $306.1k $306.1k 0.00% Reduced -311 -311
95 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 14,16214.2k $309.2k $309.2k 0.00% Added +152 +152
96 Triad Wealth Partners, LLC 0.02% of their portfolio LAWRENCE, KS 14,05614.1k $303.2k $303.2k 0.02% New
97 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,99614.0k $299.9k $299.9k 0.00% Reduced -2.8k -2,814
98 Medallion Wealth Advisors, LLC 0.09% of their portfolio FARMINGTON, CT 13,24313.2k $285.7k $285.7k 0.09% Reduced -1.9k -1,935
99 NOVEM GROUP 0.03% of their portfolio Rochester, NY 12,58812.6k $271.5k $271.5k 0.03% New
100 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,83311.8k $255.2k $255.2k 0.00% Reduced -2.5k -2,463