FIRST TR EXCHANGE-TRADED FD (MGOV)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
31
Reporting holders
$110.7M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | $21.2M | 1,048,539 | 0.03% | 10q | +38.5%+$5.9M |
| ENVESTNET ASSET MANAGEMENT INC | $20.3M | 1,004,072 | 0.00% | 10q | +32.4%+$5.0M |
| LPL Financial LLC | $14.5M | 718,728 | 0.00% | 5q | +8.8%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 466,415 | 0.01% | 9q | +12.0%+$1.0M |
| Kingsview Wealth Management, LLC | $8.6M | 425,545 | 0.10% | 11q | +3.5%+$286.7K |
| STEPHENS INC /AR/ | $7.5M | 371,328 | 0.08% | 2q | +0.6%+$42.0K |
| FIRST TRUST ADVISORS LP | $5.1M | 251,777 | 0.00% | 12q | +0.9%+$43.0K |
| Cetera Investment Advisers | $4.6M | 226,101 | 0.00% | 4q | +9.7%+$403.5K |
| HARBOUR INVESTMENTS, INC. | $3.3M | 163,146 | 0.04% | 11q | -2.6%-$87.1K |
| SILVER OAK SECURITIES, INCORPORATED | $2.4M | 119,103 | 0.15% | 2q | +12.0%+$258.4K |
| Integrated Wealth Concepts LLC | $2.3M | 112,197 | 0.01% | 7q | +11.7%+$237.6K |
| OSAIC HOLDINGS, INC. | $2.1M | 102,849 | 0.00% | 9q | +35.1%+$539.3K |
| Ashton Thomas Private Wealth, LLC | $1.8M | 87,545 | 0.04% | 8q | +9.6%+$155.3K |
| NewEdge Advisors, LLC | $1.4M | 71,551 | 0.00% | 4q | +63.1%+$559.0K |
| JANE STREET GROUP, LLC | $1.1M | 54,099 | 0.00% | 2q | -73.3%-$3.0M |
| INSPIRION WEALTH ADVISORS, LLC | $1.0M | 49,852 | 0.11% | 11q | -8.7%-$96.1K |
| CITADEL ADVISORS LLC | $868.2K | 43,005 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $590.9K | 29,271 | 0.00% | 2q | +59.0%+$219.3K |
| Kovack Advisors, Inc. | $492.6K | 24,450 | 0.02% | 3q | HELD |
| IFP Advisors, Inc | $466.4K | 23,100 | 0.01% | 10q | -3.7%-$17.7K |
| Harvest Investment Services, LLC | $343.6K | 17,017 | 0.05% | 6q | HELD |
| Advisory Services Network, LLC | $324.9K | 16,094 | 0.00% | 7q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $275.2K | 13,629 | 0.08% | 3q | -3.7%-$10.6K |
| Arkadios Wealth Advisors | $254.7K | 12,618 | 0.00% | new | NEW |
| MSH Capital Advisors LLC | $230.6K | 11,424 | 0.04% | new | NEW |
| Kestra Advisory Services, LLC | $206.0K | 10,201 | 0.00% | 2q | +1.1%+$2.2K |
| Asset Dedication, LLC | $140.1K | 6,940 | 0.01% | new | NEW |
| AE Wealth Management LLC | $6.9K | 344 | 0.00% | 4q | +1.2% |
| Farther Finance Advisors, LLC | $5.1K | 252 | 0.00% | 2q | -97.1%-$168.1K |
| Cambridge Investment Research Advisors, Inc. | $794 | 39,304 | 0.00% | 4q | +93.6% |
| HRT FINANCIAL LP | $518 | 25,685 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $283 | 14 | 0.00% | 5q | HELD |
| SBI Securities Co., Ltd. | $20 | 1 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-06 | 13G/A | TRUIST FINANCIAL CORP | 20.2% |
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 | 31 | $110.7M | 5,481,207 | 4 | 16 | 6 | 0.0% |
| Q1 2026 | 30 | $100.8M | 5,011,169 | 8 | 11 | 9 | 0.0% |
| Q4 2025 | 27 | $78.1M | 3,814,670 | 4 | 14 | 5 | 0.0% |
| Q3 2025 | 30 | $67.5M | 3,296,839 | 9 | 12 | 6 | 0.0% |
| Q2 2025 | 25 | $51.8M | 2,569,775 | 9 | 6 | 9 | 0.0% |
| Q1 2025 | 18 | $48.8M | 2,409,620 | 2 | 11 | 5 | 0.0% |
| Q4 2024 | 20 | $47.1M | 2,376,890 | 6 | 3 | 8 | 0.0% |
| Q3 2024 | 16 | $47.9M | 2,293,367 | 5 | 4 | 4 | 0.0% |
| Q2 2024 | 12 | $30.1M | 1,503,304 | 2 | 6 | 4 | 0.0% |
| Q1 2024 | 10 | $29.3M | 1,451,016 | 4 | 4 | 2 | 0.0% |
| Q4 2023 | 8 | $19.8M | 965,299 | 5 | 2 | 1 | 0.0% |
| Q3 2023 | 8 | $13.1M | 673,326 | 8 | 0 | 0 | 0.0% |