LGOVFIRST TR EXCHANGE-TRADED FD
CUSIP 33738D606 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange-Traded Fd (LGOV) has 145 institutional holders in Filings Flow’s 13F database, together reporting 26.30M shares worth $568M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Royal Bank Of Canada, and Morgan Stanley.
Institutional Holders
145
Q1 2026
Reported Value
$568M
Ticker
LGOV
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Anderson Financial Strategies, LLC$182M AUM | 4.00% | $7M | 339.2K | Q1 2026 |
| Tidemark, LLC$393M AUM | 3.29% | $13M | 600.5K | Q1 2026 |
| Comprehensive Wealth Management, LLC$198M AUM | 2.81% | $6M | 258.0K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 2.40% | $15M | 696.3K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 2.39% | $18M | 840.8K | Q1 2026 |
| Centennial Wealth Advisory LLC$413M AUM | 2.06% | $9M | 394.5K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 1.75% | $11M | 507.1K | Q2 2025OLDER |
| GDS Wealth Management$1.7B AUM | 1.41% | $23M | 1.09M | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 1.35% | $11M | 498.5K | Q1 2026 |
| Holistic Financial Partners$269M AUM | 1.25% | $3M | 155.4K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 1.16% | $3M | 125.9K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 1.12% | $24M | 1.14M | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.94% | $3M | 138.7K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.87% | $6M | 264.4K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.82% | $2M | 109.2K | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.81% | $20M | 936.2K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.64% | $3M | 123.4K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.63% | $2M | 78.4K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.63% | $2M | 78.4K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.58% | $553,660 | 25.7K | Q1 2026 |
| IFS Group,LLC$112M AUM | 0.46% | $517,141 | 24.0K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.43% | $2M | 76.3K | Q1 2026 |
| Aurora Private Wealth, Inc.$140M AUM | 0.33% | $467,000 | 21.6K | Q1 2026 |
| BAM Wealth Management, LLC$134M AUM | 0.33% | $441,991 | 20.5K | Q1 2026 |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.32% | $2M | 109.6K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.32% | $14M | 662.8K | Q2 2025OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.30% | $638,169 | 29.6K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.27% | $1M | 65.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.23% | $19M | 870.7K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.19% | $434,010 | 20.1K | Q1 2026 |
| Ferguson Shapiro LLC$342M AUM | 0.13% | $393,697 | 18.1K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.13% | $12M | 536.3K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.12% | $705,724 | 32.7K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.11% | $3M | 143.9K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.10% | $2M | 88.5K | Q2 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.10% | $652,346 | 29.9K | Q4 2025OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.10% | $245,216 | 11.4K | Q2 2025OLDER |
| Faithward Advisors, LLC$701M AUM | 0.10% | $665,959 | 17.2K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.09% | $285,655 | 13.2K | Q1 2026 |
| MBE Wealth Management, LLC$241M AUM | 0.09% | $218,914 | 10.1K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $6M | 296.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $11M | 493.1K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.08% | $384,792 | 17.9K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.08% | $546,495 | 25.3K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.08% | $219,259 | 10.2K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.07% | $390,158 | 18.1K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.06% | $879,756 | 40.1K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.06% | $2M | 78.5K | Q1 2026 |
| KKM Financial LLC$563M AUM | 0.06% | $312,475 | 14.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 272.5K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.06% | $559,440 | 25.5K | Q4 2025OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.05% | $285,087 | 13.1K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 148.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $17M | 807.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.04% | $2M | 101.8K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.04% | $4M | 189.3K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $109,499 | 5.0K | Q4 2025OLDER |
| NOVEM GROUP$873M AUM | 0.03% | $271,518 | 12.6K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $988,276 | 45.8K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $717,402 | 33.3K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $222,211 | 10.4K | Q2 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.03% | $81,891 | 3.8K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 74.0K | Q2 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $89,472 | 4.1K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $676,557 | 31.4K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.03% | $68,437 | 3.1K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 208.1K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $92M | 4.27M | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $303,198 | 14.1K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $652,346 | 29.9K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $26,531 | 1.2K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 215.4K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $851,864 | 39.5K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.02% | $730,913 | 33.9K | Q1 2026 |
| My Portfolio Guide, LLC$181M AUM | 0.02% | $35,825 | 1.7K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $693,036 | 31.9K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 233.0K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $343,808 | 15.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $17M | 767.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 58.5K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $41,644 | 1.9K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $450,000 | 20.9K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $382,199 | 17.7K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $298,804 | 13.7K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $505,234 | 23.4K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $232,399 | 10.7K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $760,817 | 35.5K | Q2 2025OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $202,065 | 9.3K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 53.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 114.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $589,335 | 27.3K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $492,097 | 22.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $93,269 | 4.3K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.01% | $175,000 | 8.1K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $442,056 | 20.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $3M | 148.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 66.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $44M | 2.02M | Q1 2026 |
| NFSG Corp$608M AUM | 0.01% | $45,815 | 2.1K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $190,381 | 8.9K | Q2 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $13,870 | 643 | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $11,037 | 512 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $22M | 1.02M | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $341,628 | 15.9K | Q2 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $857,000 | 39.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 276.9K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.01% | $12,124 | 566 | Q2 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $493,657 | 22.9K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $9M | 394.5K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $12,209 | 566 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $124,602 | 5.8K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $347,466 | 16.2K | Q2 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $556,973 | 25.8K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $400,484 | 18.6K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $448,060 | 20.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $18M | 812.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 98.6K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $215,244 | 10.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 126.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $168,483 | 7.8K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $5,543 | 257 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $668,864 | 31.0K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $223,141 | 10.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $541,666 | 25.1K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $6,385 | 296 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $564,422 | 26.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 91.3K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $37M | 1.69M | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $309,156 | 14.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 59.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $10M | 479.6K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $3,149 | 146 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $47,454 | 2.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $15,595 | 723 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $8,568 | 400 | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $590,070 | 27.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $50,864 | 2.3K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $322,769 | 15.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $60,353 | 2.8K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,488 | 69 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,702 | 218 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $9,968 | 462 | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $5,651 | 262 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $7,053 | 327 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,551 | 255 | Q3 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.00% | $1,740 | 81 | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $475 | 22 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 61.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $255,238 | 11.8K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $175,321 | 8.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 84.1K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $8,412 | 390 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $312,301 | 14.5K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $9,901 | 459 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,775 | 175 | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $8,312 | 385 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $983,426 | 45.2K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,096 | 96 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $8,012 | 371 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $21,219 | 972 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,370 | 944 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $629,822 | 29.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $306,121 | 14.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $24,999 | 1.2K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $604 | 28 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $14,646 | 679 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $98 | 4 | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $108 | 5 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $299,935 | 14.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $280 | 13 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $300 | 14 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,524 | 117 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $32,364 | 1.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $107 | 5 | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,627 | 216 | Q2 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $22 | 1 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $216 | 10 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1,196 | 55 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.