Who Owns FIRST TR EXCHANGE-TRADED FD (LGOV)? -- Institutional Holders (2026-06-30)

79 institutions reported holding $193.3M of FIRST TR EXCHANGE-TRADED FD (LGOV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($31.5M), Walkner Condon Financial Advisors LLC ($20.1M), STEPHENS INC /AR/ ($18.7M), ENVESTNET ASSET MANAGEMENT INC ($17.7M), Concurrent Investment Advisors, LLC ($12.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$31.5M1.5MAdded
2Walkner Condon Financial Advisors LLC$20.1M937,471Added
3STEPHENS INC /AR/$18.7M873,428Added
4ENVESTNET ASSET MANAGEMENT INC$17.7M827,103Added
5Concurrent Investment Advisors, LLC$12.2M571,686Added
6Financial Enhancement Group LLC$10.6M494,720Trimmed
7Centennial Wealth Advisory LLC$5.6M261,399Trimmed
8Heck Capital Advisors, LLC$5.5M255,230New
9Farther Finance Advisors, LLC$5.1M236,943Trimmed
10VAQUERO PRIVATE WEALTH, LTD$4.4M205,385New
11BENJAMIN EDWARDS INC$4.3M198,691Added
12TSFG, LLC$4.2M195,116Trimmed
13Marshall Financial Group, LLC$4.1M191,848Trimmed
14Midwest Financial Network, LLC$3.9M183,001New
15Prospera Financial Services Inc$3.0M142,186Trimmed
16Midwest Financial Group LLC$2.9M134,827Added
17ARVEST INVESTMENTS, INC.$2.8M129,401Added
18IAMS WEALTH MANAGEMENT, LLC$2.7M127,861Added
19Kestra Advisory Services, LLC$2.5M117,838Added
20Gladstone Institutional Advisory LLC$2.4M113,789Trimmed
21Holistic Financial Partners$2.4M113,218Trimmed
22MGO ONE SEVEN LLC$2.2M104,717Added
23ASSETMARK, INC$2.2M104,410Added
24COMMONWEALTH EQUITY SERVICES, LLC$2.1M98,736Added
25TCFG Investment Advisors, LLC$1.7M78,466Added

Source: SEC Form 13F filings · as of 2026-06-30