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

169 institutions reported holding $559.7M of FIRST TR (LGOV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($88.8M), Royal Bank of Canada ($45.3M), MORGAN STANLEY ($39.0M), GDS Wealth Management ($24.3M), CITADEL ADVISORS LLC ($22.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$88.8M4.1MTrimmed
2Royal Bank of Canada$45.3M2.1MAdded
3MORGAN STANLEY$39.0M1.8MAdded
4GDS Wealth Management$24.3M1.1MAdded
5CITADEL ADVISORS LLC$22.5M1.1MAdded
6Stratos Investment Management, LLC$21.8M1.0MAdded
7Walkner Condon Financial Advisors LLC$20.1M937,471Added
8STEPHENS INC /AR/$18.7M873,428Added
9Cetera Investment Advisers$17.9M834,214Added
10ENVESTNET ASSET MANAGEMENT INC$17.7M827,103Added
11Cambridge Investment Research Advisors, Inc.$15.7M735,433Trimmed
12Concurrent Investment Advisors, LLC$12.2M571,686Added
13Integrated Wealth Concepts LLC$11.5M535,772Added
14Financial Enhancement Group LLC$10.6M494,720Trimmed
15RAYMOND JAMES FINANCIAL INC$9.8M459,940Trimmed
16Csenge Advisory Group$9.8M457,557Trimmed
17FIRST TRUST ADVISORS LP$9.3M434,003Added
18Anderson Financial Strategies, LLC$7.8M368,715Added
19Tidemark, LLC$7.5M350,699Trimmed
20Kingsview Wealth Management, LLC$6.7M311,802Added
21&PARTNERS$6.6M309,722Added
22Centennial Wealth Advisory LLC$5.6M261,399Trimmed
23Heck Capital Advisors, LLC$5.5M255,230New
24Farther Finance Advisors, LLC$5.1M236,943Trimmed
25OSAIC HOLDINGS, INC.$4.7M221,507Added

来源：SEC 13F 申报文件 · 截至 2026-06-30