FIRST TR EXCHANGE-TRADED FD (LGOV)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
147
Reporting holders
$536.5M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $88.8M | 4,147,654 | 0.02% | 21q | -2.8%-$2.5M |
| ROYAL BANK OF CANADA | $45.3M | 2,114,701 | 0.01% | 14q | +4.7%+$2.0M |
| MORGAN STANLEY | $39.0M | 1,824,095 | 0.00% | 11q | +7.8%+$2.8M |
| GDS Wealth Management | $24.3M | 1,136,196 | 1.16% | 14q | +4.6%+$1.1M |
| CITADEL ADVISORS LLC | $22.5M | 1,052,410 | 0.00% | 5q | +119.4%+$12.3M |
| Stratos Investment Management, LLC | $21.8M | 1,018,281 | 0.79% | 4q | +8.8%+$1.8M |
| Walkner Condon Financial Advisors LLC | $20.1M | 937,471 | 2.30% | 12q | +11.5%+$2.1M |
| STEPHENS INC /AR/ | $18.7M | 873,428 | 0.21% | 13q | HELD |
| Cetera Investment Advisers | $17.9M | 834,214 | 0.02% | 13q | +8.8%+$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $17.7M | 827,103 | 0.00% | 14q | +1.8%+$310.2K |
| Integrated Wealth Concepts LLC | $16.9M | 789,892 | 0.08% | 6q | +60.2%+$6.4M |
| Concurrent Investment Advisors, LLC | $12.2M | 571,686 | 0.10% | 7q | +6.6%+$757.8K |
| Financial Enhancement Group LLC | $10.6M | 494,720 | 1.26% | 7q | -0.8%-$80.6K |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 459,940 | 0.00% | 7q | -54.7%-$11.9M |
| Csenge Advisory Group | $9.8M | 457,557 | 0.40% | 8q | -59.7%-$14.5M |
| FIRST TRUST ADVISORS LP | $9.3M | 434,003 | 0.01% | 29q | +10.0%+$844.8K |
| Anderson Financial Strategies, LLC | $7.8M | 368,715 | 4.03% | 6q | +8.7%+$620.4K |
| Tidemark, LLC | $7.5M | 350,699 | 1.69% | 3q | -41.6%-$5.3M |
| Kingsview Wealth Management, LLC | $6.7M | 311,802 | 0.08% | 25q | +5.1%+$324.0K |
| &PARTNERS | $6.6M | 309,722 | 0.03% | 6q | +43.8%+$2.0M |
| Centennial Wealth Advisory LLC | $5.6M | 261,399 | 1.21% | 10q | -33.7%-$2.8M |
| Heck Capital Advisors, LLC | $5.5M | 255,230 | 0.33% | new | NEW |
| Farther Finance Advisors, LLC | $5.1M | 236,943 | 0.04% | 6q | -13.0%-$760.6K |
| OSAIC HOLDINGS, INC. | $4.7M | 221,507 | 0.01% | 17q | +75.3%+$2.0M |
| NewEdge Advisors, LLC | $4.4M | 206,018 | 0.01% | 11q | +8.0%+$328.1K |
| VAQUERO PRIVATE WEALTH, LTD | $4.4M | 205,385 | 0.90% | new | FIRST |
| BENJAMIN EDWARDS INC | $4.3M | 198,691 | 0.04% | 10q | +4.9%+$200.0K |
| OLD MISSION CAPITAL LLC | $4.2M | 195,709 | 0.07% | new | NEW |
| Marshall Financial Group, LLC | $4.1M | 191,848 | 0.60% | 15q | -72.4%-$10.8M |
| Midwest Financial Network, LLC | $3.9M | 183,001 | 2.67% | new | FIRST |
| Comprehensive Wealth Management, LLC | $3.6M | 168,729 | 1.65% | 6q | -34.6%-$1.9M |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $3.2M | 148,365 | 0.89% | 9q | +6.9%+$205.8K |
| Prospera Financial Services Inc | $3.0M | 142,186 | 0.04% | 13q | -4.2%-$134.2K |
| Midwest Financial Group LLC | $2.9M | 134,827 | 1.01% | 13q | +7.1%+$191.5K |
| ARVEST INVESTMENTS, INC. | $2.8M | 129,401 | 0.33% | 5q | +18.1%+$424.0K |
| IAMS WEALTH MANAGEMENT, LLC | $2.7M | 127,861 | 0.82% | 14q | +17.0%+$398.5K |
| JANE STREET GROUP, LLC | $2.7M | 124,590 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $2.5M | 117,838 | 0.01% | 16q | +2.6%+$64.8K |
| Gladstone Institutional Advisory LLC | $2.4M | 113,789 | 0.08% | 13q | -20.9%-$643.9K |
| Holistic Financial Partners | $2.4M | 113,218 | 1.48% | 12q | -27.2%-$903.4K |
| Mutual Advisors, LLC | $2.4M | 112,137 | 0.05% | new | NEW |
| MGO ONE SEVEN LLC | $2.2M | 104,717 | 0.04% | 3q | +2.9%+$62.2K |
| ASSETMARK, INC | $2.2M | 104,410 | 0.00% | 13q | +5.9%+$123.6K |
| GOLDMAN SACHS GROUP INC | $2.2M | 102,955 | 0.00% | 2q | +252.6%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 98,736 | 0.00% | 14q | +8.2%+$160.1K |
| TCFG Investment Advisors, LLC | $1.7M | 78,466 | 0.57% | 2q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 76,705 | 0.03% | 6q | -23.9%-$515.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 66,234 | 0.02% | 9q | +13.2%+$165.7K |
| Bank of New York Mellon Corp | $1.4M | 64,260 | 0.00% | 14q | +4.8%+$63.1K |
| Investors Research Corp | $1.4M | 63,225 | 0.24% | 24q | -3.0%-$42.5K |
| AE Wealth Management LLC | $1.3M | 60,125 | 0.01% | 13q | -9.3%-$132.7K |
| TRUIST FINANCIAL CORP | $1.3M | 58,423 | 0.00% | 13q | -1.3%-$16.3K |
| Orion Porfolio Solutions, LLC | $1.2M | 57,066 | 0.01% | 10q | +5.9%+$67.8K |
| IFG Advisory, LLC | $1.2M | 56,618 | 0.04% | new | NEW |
| Accel Wealth Management | $1.1M | 50,342 | 0.24% | 8q | -34.0%-$555.9K |
| Ameritas Investment Partners, Inc. | $981.0K | 45,841 | 0.03% | 8q | HELD |
| Foundations Investment Advisors, LLC | $905.0K | 42,288 | 0.01% | 2q | +84.8%+$415.2K |
| HARBOUR INVESTMENTS, INC. | $767.0K | 35,841 | 0.01% | 13q | +31.2%+$182.3K |
| Steward Partners Investment Advisory, LLC | $742.6K | 34,701 | 0.00% | 5q | +32.6%+$182.6K |
| Arax Advisory Partners | $725.2K | 33,886 | 0.00% | 3q | HELD |
| Sanctuary Advisors, LLC | $686.4K | 32,077 | 0.00% | 9q | +3.4%+$22.9K |
| HighTower Advisors, LLC | $679.6K | 31,758 | 0.00% | 11q | -88.5%-$5.2M |
| Maia Wealth LLC | $678.5K | 31,703 | 0.10% | 10q | -3.1%-$21.7K |
| MML INVESTORS SERVICES, LLC | $671.5K | 31,381 | 0.00% | 9q | +109.7%+$351.3K |
| Pinnacle Family Advisors, LLC | $661.8K | 30,926 | 0.28% | 9q | +4.5%+$28.7K |
| Gateway Wealth Partners, LLC | $654.8K | 30,598 | 0.04% | 9q | -8.0%-$57.0K |
| IFS Group,LLC | $650.0K | 30,372 | 0.89% | 3q | +26.7%+$136.9K |
| BAM Wealth Management, LLC | $637.4K | 29,786 | 0.40% | 3q | +45.4%+$198.9K |
| Rockefeller Capital Management L.P. | $580.3K | 27,117 | 0.00% | 11q | -0.9%-$5.1K |
| Western Wealth Management, LLC | $564.1K | 26,359 | 0.02% | 11q | -16.0%-$107.1K |
| Envestnet Portfolio Solutions, Inc. | $538.5K | 25,164 | 0.00% | 10q | HELD |
| LaSalle St. Investment Advisors, LLC | $535.9K | 25,042 | 0.07% | 7q | -1.2%-$6.3K |
| Providence First Trust Co | $505.9K | 23,641 | 0.14% | new | NEW |
| Dynamic Advisor Solutions LLC | $505.5K | 23,623 | 0.01% | new | NEW |
| Sequent Planning LLC | $502.0K | 23,456 | 0.11% | 10q | -81.0%-$2.1M |
| Atria Investments, Inc | $496.6K | 23,207 | 0.00% | 11q | +11.7%+$52.1K |
| RFG Advisory, LLC | $488.3K | 22,819 | 0.01% | 9q | HELD |
| IFP Advisors, Inc | $470.4K | 21,980 | 0.01% | 26q | -6.2%-$30.9K |
| Capital CS Group, LLC | $440.4K | 20,579 | 0.35% | new | NEW |
| Perigon Wealth Management, LLC | $438.0K | 20,468 | 0.01% | 8q | HELD |
| BlueChip Wealth Advisors LLC | $430.6K | 20,121 | 0.16% | 7q | HELD |
| Snowden Capital Advisors LLC | $386.9K | 18,079 | 0.01% | 13q | -54.2%-$458.3K |
| Spire Wealth Management | $385.6K | 18,018 | 0.01% | 9q | +1.7%+$6.4K |
| Rossby Financial, LCC | $384.2K | 17,952 | 0.07% | 6q | +0.5%+$2.1K |
| PRINCIPAL SECURITIES, INC. | $381.6K | 17,833 | 0.00% | 11q | -3.9%-$15.7K |
| PNC Financial Services Group, Inc. | $378.3K | 17,678 | 0.00% | 9q | +22.1%+$68.5K |
| Pine Valley Investments Ltd Liability Co | $344.2K | 16,086 | 0.01% | 3q | +50.2%+$115.0K |
| KKM Financial LLC | $322.3K | 15,061 | 0.04% | 3q | +5.2%+$16.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $313.9K | 14,668 | 0.00% | 2q | -82.6%-$1.5M |
| NOVEM GROUP | $298.7K | 13,959 | 0.03% | 2q | +10.9%+$29.3K |
| Integrated Advisors Network LLC | $292.4K | 13,664 | 0.01% | 11q | -14.3%-$48.7K |
| Equitable Holdings, Inc. | $284.2K | 13,280 | 0.00% | 3q | -6.2%-$18.9K |
| JPMORGAN CHASE & CO | $278.4K | 12,861 | 0.00% | 9q | -8.1%-$24.6K |
| Medallion Wealth Advisors, LLC | $271.8K | 12,700 | 0.09% | 6q | -4.1%-$11.6K |
| AMERIPRISE FINANCIAL INC | $266.8K | 12,469 | 0.00% | 7q | -56.1%-$340.6K |
| Private Advisor Group, LLC | $266.4K | 12,448 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $259.8K | 12,140 | 0.00% | 3q | +2.6%+$6.6K |
| Faithward Advisors, LLC | $254.7K | 11,903 | 0.03% | 3q | -30.8%-$113.4K |
| Asset Allocation Strategies LLC | $241.3K | 11,274 | 0.04% | new | NEW |
| World Investment Advisors | $227.6K | 10,604 | 0.00% | 3q | +2.5%+$5.6K |
Showing the largest 100 of 155 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 147 | $536.5M | 25,076,452 | 19 | 65 | 37 | 0.0% |
| Q1 2026 | 138 | $536.4M | 24,988,276 | 16 | 59 | 40 | 0.0% |
| Q4 2025 | 129 | $520.5M | 23,848,524 | 17 | 51 | 40 | 0.0% |
| Q3 2025 | 116 | $498.9M | 22,934,541 | 11 | 47 | 44 | 0.0% |
| Q2 2025 | 123 | $527.5M | 24,667,862 | 12 | 38 | 57 | 0.0% |
| Q1 2025 | 120 | $495.7M | 23,091,426 | 18 | 45 | 44 | 0.0% |
| Q4 2024 | 115 | $444.3M | 21,329,853 | 18 | 46 | 37 | 0.0% |
| Q3 2024 | 107 | $459.6M | 20,540,946 | 13 | 54 | 26 | 0.0% |
| Q2 2024 | 99 | $346.6M | 16,485,924 | 21 | 45 | 20 | 0.0% |
| Q1 2024 | 84 | $346.3M | 16,206,849 | 22 | 41 | 16 | 0.0% |
| Q4 2023 | 75 | $200.1M | 9,051,721 | 20 | 25 | 21 | 0.0% |
| Q3 2023 | 58 | $132.5M | 6,531,903 | 13 | 22 | 14 | 0.0% |
| Q2 2023 | 50 | $140.8M | 6,239,888 | 26 | 16 | 5 | 1.4% |
| Q1 2023 | 24 | $42.6M | 1,868,353 | 9 | 8 | 2 | 0.0% |
| Q4 2022 | 18 | $22.0M | 1,003,369 | 7 | 4 | 4 | 0.0% |
| Q3 2022 | 15 | $13.5M | 608,856 | 2 | 3 | 4 | 0.0% |
| Q2 2022 | 17 | $18.6M | 781,021 | 2 | 3 | 8 | 0.0% |
| Q1 2022 | 20 | $23.7M | 917,449 | 4 | 4 | 7 | 0.0% |
| Q4 2021 | 17 | $28.2M | 1,017,273 | 2 | 5 | 6 | 0.0% |
| Q3 2021 | 18 | $28.0M | 1,016,109 | 1 | 10 | 2 | 0.0% |
| Q2 2021 | 18 | $27.9M | 1,003,918 | 3 | 3 | 7 | 0.0% |
| Q1 2021 | 18 | $27.0M | 1,004,881 | 5 | 6 | 2 | 0.0% |
| Q4 2020 | 16 | $23.7M | 814,921 | 4 | 7 | 2 | 0.0% |
| Q3 2020 | 13 | $14.7M | 496,042 | 2 | 7 | 0 | 0.0% |
| Q2 2020 | 11 | $12.0M | 398,994 | 4 | 3 | 2 | 0.0% |
| Q1 2020 | 10 | $8.1M | 278,813 | 3 | 3 | 2 | 0.0% |
| Q4 2019 | 8 | $5.0M | 184,052 | 1 | 5 | 2 | 0.0% |
| Q3 2019 | 7 | $7.3M | 260,795 | 4 | 2 | 1 | 0.0% |
| Q2 2019 | 3 | $15.3M | 560,093 | 2 | 1 | 0 | 0.0% |
| Q1 2019 | 1 | $5.1M | 197,001 | 1 | 0 | 0 | 0.0% |