Vault-13

FIRST TR EXCHANGE-TRADED FD LGOV

LNG DUR OPRTUN · ETP · CUSIP 33738D606

156 institutional holders +8 vs Q1 2026
27,174,30427.2m shares reported held*
$580.9mreported value*
21 new 71 added 43 reduced 13 sold out net bought ≈ $9.6m (+472.7k 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 ≈ $21.38.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 148Q2 26: 156156Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026156

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 76 bought or addedQ3 24: 40 cut or sold outQ4 24: 72 bought or addedQ4 24: 58 cut or sold outQ4 24Q1 25: 70 bought or addedQ1 25: 68 cut or sold outQ2 25: 59 bought or addedQ2 25: 73 cut or sold outQ2 25Q3 25: 62 bought or addedQ3 25: 69 cut or sold outQ4 25: 78 bought or addedQ4 25: 51 cut or sold outQ4 25Q1 26: 83 bought or addedQ1 26: 54 cut or sold outQ2 26: 92 bought or addedQ2 26: 56 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247640
Q4 20247258
Q1 20257068
Q2 20255973
Q3 20256269
Q4 20257851
Q1 20268354
Q2 20269256

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +663,510+663.5k
CITADEL ADVISORS LLC Added +572,772+572.8k
Integrated Wealth Concepts LLC Added +296,806+296.8k
Heck Capital Advisors, LLC New +255,230+255.2k
OLD MISSION CAPITAL LLC New +195,709+195.7k
HRT FINANCIAL LP New +178,317+178.3k
MORGAN STANLEY Added +131,832+131.8k
JANE STREET GROUP, LLC New +124,590+124.6k
Mutual Advisors, LLC New +112,137+112.1k
Walkner Condon Financial Advisors LLC Added +96,716+96.7k

Biggest sellers

Csenge Advisory Group Reduced -678,243-678.2k
RAYMOND JAMES FINANCIAL INC Reduced -555,290-555.3k
Marshall Financial Group, LLC Reduced -504,429-504.4k
Tidemark, LLC Reduced -249,769-249.8k
HighTower Advisors, LLC Reduced -245,101-245.1k
Centennial Wealth Advisory LLC Reduced -133,095-133.1k
LPL Financial LLC Reduced -118,015-118.0k
Sequent Planning LLC Reduced -99,924-99.9k
Comprehensive Wealth Management, LLC Reduced -89,285-89.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -69,423-69.4k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 4,147,6544.1m $88.8m $88.8m 0.02% Reduced -118.0k -118,015
2 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,114,7012.1m $45.3m $45.3m 0.01% Added +94.2k +94,243
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,824,0951.8m $39.0m $39.0m 0.00% Added +131.8k +131,832
4 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 1,470,8661.5m $31.5m $31.5m 0.04% Added +663.5k +663,510
5 GDS Wealth Management 1.16% of their portfolio FLOWER MOUND, TX 1,136,1961.1m $24.3m $24.3m 1.16% Added +50.1k +50,087
6 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 1,052,4101.1m $22.5m $22.5m 0.01% Added +572.8k +572,772
7 Stratos Investment Management, LLC 0.79% of their portfolio BEACHWOOD, OH 1,018,2811.0m $21.8m $21.8m 0.79% Added +82.1k +82,078
8 Walkner Condon Financial Advisors LLC 2.31% of their portfolio MADISON, WI 937,471937.5k $20.1m $20.1m 2.31% Added +96.7k +96,716
9 STEPHENS INC /AR/ 0.21% of their portfolio LITTLE ROCK, AR 873,428873.4k $18.7m $18.7m 0.21% Added +2.7k +2,716
10 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 834,214834.2k $17.9m $17.9m 0.02% Added +67.1k +67,132
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 827,103827.1k $17.7m $17.7m 0.00% Added +14.5k +14,495
12 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 789,892789.9k $16.9m $16.9m 0.08% Added +296.8k +296,806
13 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 571,686571.7k $12.2m $12.2m 0.10% Added +35.4k +35,412
14 Financial Enhancement Group LLC 1.26% of their portfolio ANDERSON, IN 494,720494.7k $10.6m $10.6m 1.26% Reduced -3.8k -3,765
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 459,940459.9k $9.8m $9.8m 0.00% Reduced -555.3k -555,290
16 Csenge Advisory Group 0.40% of their portfolio CLEARWATER, FL 457,557457.6k $9.8m $9.8m 0.40% Reduced -678.2k -678,243
17 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 434,003434.0k $9.3m $9.3m 0.01% Added +39.5k +39,477
18 Anderson Financial Strategies, LLC 4.03% of their portfolio DAYTON, OH 368,715368.7k $7.8m $7.8m 4.03% Added +29.5k +29,475
19 Tidemark, LLC 1.69% of their portfolio SAN DIEGO, CA 350,699350.7k $7.5m $7.5m 1.69% Reduced -249.8k -249,769
20 Kingsview Wealth Management, LLC 0.08% of their portfolio GRANTS PASS, OR 311,802311.8k $6.7m $6.7m 0.08% Added +15.1k +15,138
21 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 309,722309.7k $6.6m $6.6m 0.03% Added +94.3k +94,311
22 Centennial Wealth Advisory LLC 1.21% of their portfolio Traverse City, MI 261,399261.4k $5.6m $5.6m 1.21% Reduced -133.1k -133,095
23 Heck Capital Advisors, LLC 0.33% of their portfolio Rhinelander, WI 255,230255.2k $5.5m $5.5m 0.33% New
24 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 236,943236.9k $5.1m $5.1m 0.04% Reduced -35.5k -35,543
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 221,507221.5k $4.7m $4.7m 0.01% Added +95.1k +95,117
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 206,018206.0k $4.4m $4.4m 0.01% Reduced -27.0k -26,966
27 VAQUERO PRIVATE WEALTH, LTD 0.90% of their portfolio DALLAS, TX 205,385205.4k $4.4m $4.4m 0.90% First filing
28 BENJAMIN EDWARDS INC 0.04% of their portfolio Clayton, MO 198,691198.7k $4.3m $4.3m 0.04% Added +9.3k +9,345
29 OLD MISSION CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 195,709195.7k $4.2m $4.2m 0.11% New
30 TSFG, LLC 0.53% of their portfolio LAKE FOREST, IL 195,116195.1k $4.2m $4.2m 0.53% Reduced -69.3k -69,319
31 Marshall Financial Group, LLC 0.60% of their portfolio Hunt Valley, MD 191,848191.8k $4.1m $4.1m 0.60% Reduced -504.4k -504,429
32 Midwest Financial Network, LLC 2.67% of their portfolio TINLEY PARK, IL 183,001183.0k $3.9m $3.9m 2.67% Reduced -40.9k -40,873
33 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 178,317178.3k $3.8m $3.8m 0.01% New
34 Comprehensive Wealth Management, LLC 1.65% of their portfolio LYNNWOOD, WA 168,729168.7k $3.6m $3.6m 1.65% Reduced -89.3k -89,285
35 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 157,336157.3k $3.4m $3.4m 0.01% Added +9.0k +9,035
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.89% of their portfolio WATERLOO, IA 148,365148.4k $3.2m $3.2m 0.89% Added +9.6k +9,616
37 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 142,186142.2k $3.0m $3.0m 0.04% Reduced -6.3k -6,272
38 Midwest Financial Group LLC 1.01% of their portfolio Overland Park, KS 134,827134.8k $2.9m $2.9m 1.01% Added +8.9k +8,949
39 ARVEST INVESTMENTS, INC. 0.33% of their portfolio LOWELL, AR 129,401129.4k $2.8m $2.8m 0.33% Added +19.8k +19,814
40 IAMS WEALTH MANAGEMENT, LLC 0.82% of their portfolio OMAHA, NE 127,861127.9k $2.7m $2.7m 0.82% Added +18.6k +18,619
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 124,590124.6k $2.7m $2.7m 0.00% New
42 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 117,838117.8k $2.5m $2.5m 0.01% Added +3.0k +3,030
43 Gladstone Institutional Advisory LLC 0.08% of their portfolio Bedminster, NJ 113,789113.8k $2.4m $2.4m 0.08% Reduced -30.1k -30,088
44 Holistic Financial Partners 1.48% of their portfolio INDIANAPOLIS, IN 113,218113.2k $2.4m $2.4m 1.48% Reduced -42.2k -42,217
45 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 112,137112.1k $2.4m $2.4m 0.05% New
46 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 104,717104.7k $2.2m $2.2m 0.04% Added +2.9k +2,906
47 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 104,410104.4k $2.2m $2.2m 0.00% Added +5.8k +5,777
48 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 102,955103.0k $2.2m $2.2m 0.00% Added +73.8k +73,756
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 98,73698.7k $2.1m $2.1m 0.00% Added +7.5k +7,481
50 TCFG Investment Advisors, LLC 0.57% of their portfolio LAGUNA NIGUEL, CA 78,46678.5k $1.7m $1.7m 0.57% Added +27 +27
51 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 76,70576.7k $1.6m $1.6m 0.03% Reduced -24.1k -24,076
52 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 66,23466.2k $1.4m $1.4m 0.02% Added +7.7k +7,741
53 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 64,26064.3k $1.4m $1.4m 0.00% Added +2.9k +2,947
54 Investors Research Corp 0.24% of their portfolio ATLANTA, GA 63,22563.2k $1.4m $1.4m 0.24% Reduced -2.0k -1,988
55 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 60,12560.1k $1.3m $1.3m 0.01% Reduced -6.2k -6,199
56 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 58,42358.4k $1.3m $1.3m 0.00% Reduced -760 -760
57 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 57,06657.1k $1.2m $1.2m 0.01% Added +3.2k +3,167
58 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 56,61856.6k $1.2m $1.2m 0.04% New
59 Accel Wealth Management 0.24% of their portfolio WAVERLY, IA 50,34250.3k $1.1m $1.1m 0.24% Reduced -26.0k -25,976
60 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 45,84145.8k $981.0k $981.0k 0.03% Added +24 +24
61 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 42,28842.3k $905.0k $905.0k 0.01% Added +19.4k +19,402
62 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 39,61339.6k $848.0k $848.0k 0.01% Reduced -118 -118
63 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 35,84135.8k $767.0k $767.0k 0.01% Added +8.5k +8,520
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 34,70134.7k $742.6k $742.6k 0.00% Added +8.5k +8,534
65 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 33,88633.9k $725.2k $725.2k 0.00% Unchanged
66 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 32,07732.1k $686.4k $686.4k 0.00% Added +1.1k +1,068
67 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,75831.8k $679.6k $679.6k 0.00% Reduced -245.1k -245,101
68 Maia Wealth LLC 0.10% of their portfolio DENVER, CO 31,70331.7k $678.5k $678.5k 0.10% Reduced -1.0k -1,015
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 31,38131.4k $671.5k $671.5k 0.00% Added +16.4k +16,417
70 Pinnacle Family Advisors, LLC 0.28% of their portfolio Springfield, MO 30,92630.9k $661.8k $661.8k 0.28% Added +1.3k +1,340
71 Gateway Wealth Partners, LLC 0.04% of their portfolio APPLETON, WI 30,59830.6k $654.8k $654.8k 0.04% Reduced -2.7k -2,662
72 IFS Group,LLC 0.89% of their portfolio YORK, PA 30,37230.4k $650.0k $650.0k 0.89% Added +6.4k +6,397
73 BAM Wealth Management, LLC 0.40% of their portfolio LAKEWOOD, CO 29,78629.8k $637.4k $637.4k 0.40% Added +9.3k +9,295
74 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 27,11727.1k $580.3k $580.3k 0.00% Reduced -239 -239
75 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 26,35926.4k $564.1k $564.1k 0.02% Reduced -5.0k -5,007
76 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 25,16425.2k $538.5k $538.5k 0.00% Added +52 +52
77 LaSalle St. Investment Advisors, LLC 0.07% of their portfolio ELMHURST, IL 25,04225.0k $535.9k $535.9k 0.07% Reduced -293 -293
78 Providence First Trust Co 0.14% of their portfolio SCOTTSDALE, AZ 23,64123.6k $505.9k $505.9k 0.14% New
79 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 23,62323.6k $505.5k $505.5k 0.01% New
80 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 23,54823.5k $7.2k $7.2k 0.00% New
81 Sequent Planning LLC 0.11% of their portfolio OMAHA, NE 23,45623.5k $502.0k $502.0k 0.11% Reduced -99.9k -99,924
82 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 23,20723.2k $496.6k $496.6k 0.00% Added +2.4k +2,435
83 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 22,81922.8k $488.3k $488.3k 0.01% Added +5 +5
84 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 21,98022.0k $470.4k $470.4k 0.01% Reduced -1.4k -1,443
85 Aurora Private Wealth, Inc. 0.28% of their portfolio ROCKAWAY, NJ 20,94520.9k $448.0k $448.0k 0.28% Reduced -669 -669
86 Capital CS Group, LLC 0.64% of their portfolio IRVINE, CA 20,57920.6k $440.4k $440.4k 0.64% New
87 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 20,46820.5k $438.0k $438.0k 0.01% Reduced -26 -26
88 BlueChip Wealth Advisors LLC 0.16% of their portfolio Milton, GA 20,12120.1k $430.6k $430.6k 0.16% Unchanged
89 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 18,07918.1k $386.9k $386.9k 0.01% Reduced -21.4k -21,414
90 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 18,01818.0k $385.6k $385.6k 0.01% Added +299 +299
91 Rossby Financial, LCC 0.07% of their portfolio MELBOURNE, FL 17,95218.0k $384.2k $384.2k 0.07% Added +96 +96
92 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 17,83317.8k $381.6k $381.6k 0.00% Reduced -733 -733
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 17,67817.7k $378.3k $378.3k 0.00% Added +3.2k +3,200
94 Pine Valley Investments Ltd Liability Co 0.01% of their portfolio MARLTON, NJ 16,08616.1k $344.2k $344.2k 0.01% Added +1.5k +1,502
95 KKM Financial LLC 0.04% of their portfolio CHICAGO, IL 15,06115.1k $322.3k $322.3k 0.04% Added +747 +747
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,66814.7k $313.9k $313.9k 0.00% Reduced -69.4k -69,423
97 NOVEM GROUP 0.03% of their portfolio Rochester, NY 13,95914.0k $298.7k $298.7k 0.03% Added +1.4k +1,371
98 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 13,66413.7k $292.4k $292.4k 0.01% Reduced -2.3k -2,275
99 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 13,28013.3k $284.2k $284.2k 0.00% Reduced -882 -882
100 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,86112.9k $278.4k $278.4k 0.00% Reduced -1.1k -1,135