Who Owns LGOV?
First Trust Long Duration Opportunities ETF — Institutional Ownership & 13F Holdings
$21.66
-0.08 (-0.37%)
Market Cap
$692.2M
Shares Outstanding
30,723,632
Institutional Holders
126
Total Inst. Value
$372.6M
% of Float Held
—
QoQ Holder Change
+67
Institutional data as of Q1 2025
New Positions
35
Closed Positions
17
Increased
42
Decreased
44
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $31.1M | 1,447,562 |
| 2 | RAYMOND JAMES FINANCIAL INC | $26.9M | 1,251,389 |
| 3 | ROYAL BANK OF CANADA | $21.8M | 1,014,631 |
| 4 | GDS Wealth Management | $21.1M | 980,930 |
| 5 | Financial Enhancement Group LLC | $21.0M | 1,004,933 |
| 6 | Cambridge Investment Research Advisors, Inc. | $19.0M | 884,945 |
| 7 | HighTower Advisors, LLC | $18.6M | 864,096 |
| 8 | Csenge Advisory Group | $18.2M | 855,776 |
| 9 | Brookwood Investment Group LLCNew | $15.5M | 720,743 |
| 10 | Marshall Financial Group, LLC | $14.8M | 690,417 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +145K | $31.1M |
| ROYAL BANK OF CANADA | +150K | $21.8M |
| GDS Wealth Management | +105K | $21.1M |
| Financial Enhancement Group LLC | +315K | $21.0M |
| HighTower Advisors, LLC | +7K | $18.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Atria Wealth Solutions, Inc. | -455K | $12K |
| OSAIC HOLDINGS, INC. | -304K | $7.3M |
| Arax Advisory Partners | -226K | $862K |
| CoreCap Advisors, LLC | -202K | $10K |
| RAYMOND JAMES FINANCIAL INC | -115K | $26.9M |
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Frequently Asked Questions
How many institutional investors hold LGOV?
As of Q1 2025, 126 institutional investors report holding LGOV (First Trust Long Duration Opportunities ETF) in their 13F filings.
Which hedge fund owns the most LGOV?
The largest institutional holder of LGOV is MORGAN STANLEY with $31.1M in shares.
Are institutions buying or selling LGOV?
This quarter, 35 institutions opened new positions in LGOV and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.