Who Owns FIRST TR EXCHANGE-TRADED FD (LGOV)? -- Institutional Holders (2026-03-31)

154 institutions reported holding $564.3M of FIRST TR EXCHANGE-TRADED FD (LGOV) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($92.0M), Royal Bank of Canada ($43.6M), MORGAN STANLEY ($36.5M), Csenge Advisory Group ($24.5M), GDS Wealth Management ($23.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$92.0M4.3MAdded
2Royal Bank of Canada$43.6M2.0MAdded
3MORGAN STANLEY$36.5M1.7MAdded
4Csenge Advisory Group$24.5M1.1MAdded
5GDS Wealth Management$23.4M1.1MAdded
6RAYMOND JAMES FINANCIAL INC$21.9M1.0MTrimmed
7Stratos Investment Management, LLC$20.2M936,203Added
8STEPHENS INC /AR/$18.8M870,712Added
9Walkner Condon Financial Advisors LLC$18.1M840,755Trimmed
10ENVESTNET ASSET MANAGEMENT INC$17.5M812,608Added
11Cambridge Investment Research Advisors, Inc.$17.4M807,356Added
12Cetera Investment Advisers$16.5M767,082Added
13Marshall Financial Group, LLC$15.0M696,277Trimmed
14Tidemark, LLC$13.0M600,468Added
15Concurrent Investment Advisors, LLC$11.6M536,274Trimmed
16Financial Enhancement Group LLC$10.9M498,485Trimmed
17Integrated Wealth Concepts LLC$10.6M493,086Trimmed
18CITADEL ADVISORS LLC$10.3M479,638Added
19FIRST TRUST ADVISORS LP$8.5M394,526Added
20Centennial Wealth Advisory LLC$8.5M394,494Added
21Anderson Financial Strategies, LLC$7.3M339,240Added
22Kingsview Wealth Management, LLC$6.4M296,664Trimmed
23HighTower Advisors, LLC$6.0M276,859Trimmed
24Farther Finance Advisors, LLC$5.9M272,486Added
25TSFG, LLC$5.7M264,435Added

Source: SEC Form 13F filings · as of 2026-03-31