Vault-13

FIRST TR EXCHANGE-TRADED FD MGOV

INTERMEDIATE GOV · ETP · CUSIP 33738D838

33 institutional holders +1 vs Q1 2026
5,546,1965.5m shares reported held*
$112.0mreported value*
5 new 17 added 6 reduced 4 sold out net bought ≈ $9.7m (+478.1k 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 ≈ $20.19.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 23: 9Q4 23: 9Q1 24: 11Q2 24: 15Q3 24: 19Q4 24: 22Q1 25: 20Q2 25: 27Q3 25: 32Q4 25: 29Q1 26: 32Q2 26: 3333Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20239
Q4 20239
Q1 202411
Q2 202415
Q3 202419
Q4 202422
Q1 202520
Q2 202527
Q3 202532
Q4 202529
Q1 202632
Q2 202633

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 10 bought or addedQ3 24: 7 cut or sold outQ4 24: 10 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 8 cut or sold outQ2 25: 16 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 23 bought or addedQ3 25: 10 cut or sold outQ4 25: 21 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 15 cut or sold outQ2 26: 22 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024107
Q4 20241010
Q1 2025148
Q2 20251611
Q3 20252310
Q4 20252112
Q1 20262015
Q2 20262210

Biggest buyers

TRUIST FINANCIAL CORP Added +291,468+291.5k
ENVESTNET ASSET MANAGEMENT INC Added +245,936+245.9k
LPL Financial LLC Added +58,305+58.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +50,108+50.1k
CITADEL ADVISORS LLC New +43,005+43.0k
OSAIC HOLDINGS, INC. Added +26,712+26.7k
HRT FINANCIAL LP New +25,685+25.7k
NewEdge Advisors, LLC Added +24,699+24.7k
Cetera Investment Advisers Added +19,986+20.0k
Cambridge Investment Research Advisors, Inc. Added +19,003+19.0k

Biggest sellers

JANE STREET GROUP, LLC Reduced -148,303-148.3k
HighTower Advisors, LLC Sold out -111,220-111.2k
Narwhal Capital Management Sold out -58,576-58.6k
GOLDMAN SACHS GROUP INC Sold out -48,892-48.9k
Janney Montgomery Scott LLC Sold out -33,660-33.7k
Farther Finance Advisors, LLC Reduced -8,326-8.3k
INSPIRION WEALTH ADVISORS, LLC Reduced -4,770-4.8k
HARBOUR INVESTMENTS, INC. Reduced -4,313-4.3k
IFP Advisors, Inc Reduced -877-877
IAMS WEALTH MANAGEMENT, LLC Reduced -525-525

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
TRUIST FINANCIAL CORP 13G · institution -1.3 pts · filed 2026-10-20 18.9% -1.3 pts 961.5k≈ $19.4m 2026-10-20
FIRST TRUST PORTFOLIOS LP 13G · institution +0.7 pts · filed 2026-10-27 5.1% +0.7 pts 261.9k≈ $5.3m 2026-10-27

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 1,048,5391.0m $21.2m $21.2m 0.03% Added +291.5k +291,468
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 1,004,0721.0m $20.3m $20.3m 0.00% Added +245.9k +245,936
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 718,728718.7k $14.5m $14.5m 0.00% Added +58.3k +58,305
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 466,415466.4k $9.4m $9.4m 0.01% Added +50.1k +50,108
5 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 425,545425.5k $8.6m $8.6m 0.10% Added +14.2k +14,199
6 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 371,328371.3k $7.5m $7.5m 0.08% Added +2.1k +2,080
7 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 251,777251.8k $5.1m $5.1m 0.00% Added +2.1k +2,130
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 226,101226.1k $4.6m $4.6m 0.00% Added +20.0k +19,986
9 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 163,146163.1k $3.3m $3.3m 0.04% Reduced -4.3k -4,313
10 SILVER OAK SECURITIES, INCORPORATED 0.15% of their portfolio JACKSON, TN 119,103119.1k $2.4m $2.4m 0.15% Added +12.8k +12,801
11 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 112,197112.2k $2.3m $2.3m 0.01% Added +11.8k +11,768
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 102,849102.8k $2.1m $2.1m 0.00% Added +26.7k +26,712
13 Ashton Thomas Private Wealth, LLC 0.04% of their portfolio SCOTTSDALE, AZ 87,54587.5k $1.8m $1.8m 0.04% Added +7.7k +7,693
14 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 71,55171.6k $1.4m $1.4m 0.00% Added +24.7k +24,699
15 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 54,09954.1k $1.1m $1.1m 0.00% Reduced -148.3k -148,303
16 INSPIRION WEALTH ADVISORS, LLC 0.12% of their portfolio LIBERTYVILLE, IL 49,85249.9k $1.0m $1.0m 0.12% Reduced -4.8k -4,770
17 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,00543.0k $868.2k $868.2k 0.00% New
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 39,30439.3k $794.0k $794.0k 0.00% Added +19.0k +19,003
19 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 29,27129.3k $590.9k $590.9k 0.00% Added +10.9k +10,861
20 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 25,68525.7k $518.0k $518.0k 0.00% New
21 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 24,45024.4k $492.6k $492.6k 0.02% Unchanged
22 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 23,10023.1k $466.4k $466.4k 0.01% Reduced -877 -877
23 Harvest Investment Services, LLC 0.05% of their portfolio Oakbrook Terrace, IL 17,01717.0k $343.6k $343.6k 0.05% Unchanged
24 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 16,09416.1k $324.9k $324.9k 0.00% Unchanged
25 IAMS WEALTH MANAGEMENT, LLC 0.08% of their portfolio OMAHA, NE 13,62913.6k $275.2k $275.2k 0.08% Reduced -525 -525
26 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 12,61812.6k $254.7k $254.7k 0.00% New
27 MSH Capital Advisors LLC 0.04% of their portfolio SCOTTSDALE, AZ 11,42411.4k $230.6k $230.6k 0.04% New
28 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,20110.2k $206.0k $206.0k 0.00% Added +111 +111
29 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,9406.9k $140.1k $140.1k 0.01% New
30 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 344344 $6.9k $6.9k 0.00% Added +4 +4
31 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 252252 $5.1k $5.1k 0.00% Reduced -8.3k -8,326
32 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1414 $283 $283 0.00% Unchanged
33 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 11 $20 $20 0.00% Unchanged