IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First TR Long Duration O-ETF (LGOV)

CUSIP: 33738D606 | NYSE | 266 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Financial Enhancement Group LLC1,290,981
2.9% of portfolio›$25.2M
One Way Holdings LLC1,203,796
1.1% of portfolio›$23.6M
Cambridge Investment Research Advisors, Inc.736,393
0.1% of portfolio›$14.4M
Concurrent Investment Advisors, LLC555,160
0.1% of portfolio›$10.9M
Walkner Condon Financial Advisors LLC492,296
1.1% of portfolio›$9.6M
Econ Financial Services Corp486,014
4.0% of portfolio›$9.5M
Csenge Advisory Group337,673
0.3% of portfolio›$6.6M
Heck Capital Advisors, LLC265,598
0.3% of portfolio›$5.2M
Farmers & Merchants Trust Co of Chambersburg PA259,261
6.8% of portfolio›$5.1M
Centennial Wealth Advisory LLC256,637
1.0% of portfolio›$5.0M
Elevation Point Wealth Partners, LLC254,688
0.1% of portfolio›$5.0M
Farther Finance Advisors, LLC234,298
0.0% of portfolio›$4.6M
Vaquero Private Wealth, LTD202,332
0.8% of portfolio›$4.0M
Tsfg, LLC197,732
2.0% of portfolio›$3.9M
MGO One Seven LLC150,936
0.0% of portfolio›$3.0M
Prospera Financial Services Inc150,016
0.0% of portfolio›$3.1M
Midwest Financial Group LLC136,626
0.9% of portfolio›$2.7M
Comprehensive Wealth Management, LLC133,395
1.2% of portfolio›$2.6M
Kestra Advisory Services, LLC123,223
0.0% of portfolio›$2.4M
Commonwealth Equity Services, LLC99,920
0.0% of portfolio›$2.0M
Assetmark, Inc97,253
0.0% of portfolio›$1.9M
Midwest Financial Network, LLC85,344
1.1% of portfolio›$1.7M
Tcfg Investment Advisors, LLC78,524
0.5% of portfolio›$1.5M
Kestra Private Wealth Services, LLC66,696
0.0% of portfolio›$1.3M
Investors Research Corp62,612
0.2% of portfolio›$1.2M
Truist Financial Corp58,338
0.0% of portfolio›$1.1M
Arvest Investments, Inc.52,190
0.1% of portfolio›$1.0M
Accel Wealth Management48,852
0.2% of portfolio›$957.0K
Nearside Advisors, LLC42,992
0.6% of portfolio›$842.2K
Independent Financial Group, LLC39,388
0.0% of portfolio›$771.6K
Park Avenue Securities LLC37,636
0.0% of portfolio›$737.0K
BAM Wealth Management, LLC33,196
0.4% of portfolio›$650.3K
Iams Wealth Management, LLC30,919
0.2% of portfolio›$605.7K
RFG Advisory, LLC30,525
0.0% of portfolio›$598.0K
Maia Wealth LLC27,349
0.1% of portfolio›$535.8K
Dynamic Advisor Solutions LLC24,831
0.0% of portfolio›$486.4K
Atria Investments, Inc24,333
0.0% of portfolio›$476.7K
Pacific Excel Wealth Advisors, Inc.23,898
0.5% of portfolio›$470.8K
Perigon Wealth Management, LLC22,814
0.0% of portfolio›$446.9K
StoneX Group Inc.22,135
0.0% of portfolio›$444.7K
Capital CS Group, LLC20,412
0.3% of portfolio›$399.9K
Aurora Private Wealth, Inc.20,327
0.5% of portfolio›$398.0K
BlueChip Wealth Advisors LLC20,121
0.1% of portfolio›$394.2K
Spire Wealth Management18,944
0.0% of portfolio›$371.1K
Novem Group18,113
0.0% of portfolio›$354.8K
IFP Advisors, Inc13,814
0.0% of portfolio›$270.6K
Asset Allocation Strategies LLC12,416
0.0% of portfolio›$243.2K
Integrated Advisors Network LLC10,898
0.0% of portfolio›$213.5K
MBE Wealth Management, LLC10,149
0.1% of portfolio›$198.8K
Pinnacle Bancorp, Inc.4,148
0.0% of portfolio›$81.3K
Private Trust Co NA2,806
0.0% of portfolio›$55.0K
Signature Equity Partners, LLC2,638
0.0% of portfolio›$51.7K
Quest 10 Wealth Builders, Inc.1,908
0.0% of portfolio›$37.4K
Tounjian Advisory Partners, LLC1,657
0.0% of portfolio›$32.5K
Raleigh Capital Management Inc.1,448
0.0% of portfolio›$28.4K
Cullen T Bankers, Inc.743
0.0% of portfolio›$14.6K
Lanark Financial, Inc.723
0.0% of portfolio›$14.2K
Ashton Thomas Private Wealth, LLC502
0.0% of portfolio›$9.8K
Parallel Advisors, LLC433
0.0% of portfolio›$8.5K
Creative Financial Designs Inc432
0.0% of portfolio›$8.5K
Key Capital Management, Inc274
0.0% of portfolio›$5.4K
American National Bank & Trust262
0.0% of portfolio›$5.1K
GK Wealth Management LLC244
0.0% of portfolio›$4.8K
Lloyd Advisory Services, Llc.85
0.0% of portfolio›$1.7K
CX Institutional35
0.0% of portfolio›$1
Capital Investment Advisory Services, LLC30
0.0% of portfolio›$590
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$98
SBI Securities Co., Ltd.1
0.0% of portfolio›$20
Mowery & Schoenfeld Wealth Management, LLC1
0.0% of portfolio›$19
StyleTurnoverLocationFiled
Financial Enhancement Group LLC
1,290,981$25.2M2.9%ETFMediumAnderson, IN2026-10-08
One Way Holdings LLC
1,203,796$23.6M1.1%CoreMediumFlower Mound, TX2026-10-29
Cambridge Investment Research Advisors, Inc.
736,393$14.4M0.1%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
555,160$10.9M0.1%GrowthMediumTampa, FL2026-10-16
Walkner Condon Financial Advisors LLC
492,296$9.6M1.1%ETFLowVerona, WI2026-11-02
Econ Financial Services Corp
486,014$9.5M4.0%YieldVery HighHarrisburg, PA2026-10-19
Csenge Advisory Group
337,673$6.6M0.3%ETFMediumClearwater, FL2026-11-04
Heck Capital Advisors, LLC
265,598$5.2M0.3%ETFMediumRhinelander, WI2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
259,261$5.1M6.8%GARPLowChambersburg, PA2026-10-14
Centennial Wealth Advisory LLC
256,637$5.0M1.0%ETFLowTraverse City, MI2026-10-16
Elevation Point Wealth Partners, LLC
254,688$5.0M0.1%CoreHighDenver, CO2026-11-05
Farther Finance Advisors, LLC
234,298$4.6M0.0%IndexLowSan Francisco, CA2026-10-08
Vaquero Private Wealth, LTD
202,332$4.0M0.8%ETFN/ADallas, TX2026-10-27
Tsfg, LLC
197,732$3.9M2.0%ETFLowLake Forest, IL2026-10-23
MGO One Seven LLC
150,936$3.0M0.0%GrowthLowBeachwood, OH2026-10-28
Prospera Financial Services Inc
150,016$3.1M0.0%CoreMediumDallas, TX2026-11-04
Midwest Financial Group LLC
136,626$2.7M0.9%ETFLowOverland Park, KS2026-10-15
Comprehensive Wealth Management, LLC
133,395$2.6M1.2%ETFMediumLynnwood, WA2026-11-02
Kestra Advisory Services, LLC
123,223$2.4M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
99,920$2.0M0.0%ETFLowWaltham, MA2026-11-02
Assetmark, Inc
97,253$1.9M0.0%ETFLowConcord, CA2026-10-21
Midwest Financial Network, LLC
85,344$1.7M1.1%ETFHighTinley Park, IL2026-10-13
Tcfg Investment Advisors, LLC
78,524$1.5M0.5%GrowthMediumLaguna Niguel, CA2026-10-20
Kestra Private Wealth Services, LLC
66,696$1.3M0.0%GrowthLowAustin, TX2026-10-30
Investors Research Corp
62,612$1.2M0.2%ETFLowAtlanta, GA2026-10-07
Truist Financial Corp
58,338$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Arvest Investments, Inc.
52,190$1.0M0.1%ETFLowLowell, AR2026-10-21
Accel Wealth Management
48,852$957.0K0.2%ETFLowWaverly, IA2026-10-13
Nearside Advisors, LLC
42,992$842.2K0.6%Agg GrowthN/AIndianapolis, IN2026-10-20
Independent Financial Group, LLC
39,388$771.6K0.0%GrowthLowSan Diego, CA2026-10-13
Park Avenue Securities LLC
37,636$737.0K0.0%ETFMediumNew York, NY2026-10-26
BAM Wealth Management, LLC
33,196$650.3K0.4%ETFHighLakewood, CO2026-10-15
Iams Wealth Management, LLC
30,919$605.7K0.2%CoreMediumOmaha, NE2026-10-15
RFG Advisory, LLC
30,525$598.0K0.0%ETFMediumBirmingham, AL2026-11-03
Maia Wealth LLC
27,349$535.8K0.1%ETFMediumDenver, CO2026-10-19
Dynamic Advisor Solutions LLC
24,831$486.4K0.0%ETFLowPhoenix, AZ2026-10-13
Atria Investments, Inc
24,333$476.7K0.0%CoreMediumCharlotte, NC2026-10-15
Pacific Excel Wealth Advisors, Inc.
23,898$470.8K0.5%ETFHighWalnut Creek, CA2026-10-27
Perigon Wealth Management, LLC
22,814$446.9K0.0%GrowthLowSan Francisco, CA2026-10-22
StoneX Group Inc.
22,135$444.7K0.0%ETFMediumNew York, NY2026-11-03
Capital CS Group, LLC
20,412$399.9K0.3%YieldMediumIrvine, CA2026-10-29
Aurora Private Wealth, Inc.
20,327$398.0K0.5%ETFLowRockaway, NJ2026-10-20
BlueChip Wealth Advisors LLC
20,121$394.2K0.1%ETFMediumMilton, GA2026-11-03
Spire Wealth Management
18,944$371.1K0.0%GrowthMediumMclean, VA2026-10-30
Novem Group
18,113$354.8K0.0%ETFMediumRochester, NY2026-10-19
IFP Advisors, Inc
13,814$270.6K0.0%GrowthLowTampa, FL2026-10-16
Asset Allocation Strategies LLC
12,416$243.2K0.0%ETFMediumFarmington, MI2026-10-20
Integrated Advisors Network LLC
10,898$213.5K0.0%GrowthMediumDallas, TX2026-10-20
MBE Wealth Management, LLC
10,149$198.8K0.1%ETFVery LowTomah, WI2026-10-26
Pinnacle Bancorp, Inc.
4,148$81.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Private Trust Co NA
2,806$55.0K0.0%CoreLowCleveland, OH2026-10-20
Signature Equity Partners, LLC
2,638$51.7K0.0%GrowthMediumColumbus, OH2026-10-29
Quest 10 Wealth Builders, Inc.
1,908$37.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
Tounjian Advisory Partners, LLC
1,657$32.5K0.0%GrowthHighFort Myers, FL2026-11-04
Raleigh Capital Management Inc.
1,448$28.4K0.0%CoreMediumCary, NC2026-10-28
Cullen T Bankers, Inc.
743$14.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Lanark Financial, Inc.
723$14.2K0.0%CoreMediumBirmingham, AL2026-10-26
Ashton Thomas Private Wealth, LLC
502$9.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Parallel Advisors, LLC
433$8.5K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
432$8.5K0.0%ETFMediumKokomo, IN2026-11-04
Key Capital Management, Inc
274$5.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
American National Bank & Trust
262$5.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
GK Wealth Management LLC
244$4.8K0.0%GARPVery HighReno, NV2026-10-09
Lloyd Advisory Services, Llc.
85$1.7K0.0%ETFVery HighSuwanee, GA2026-11-02
CX Institutional
35$10.0%CoreMediumAuburn, IN2026-10-02
Capital Investment Advisory Services, LLC
30$5900.0%CoreMediumRaleigh, NC2026-10-30
Dhjj Financial Advisors, Ltd.
5$980.0%ETFVery LowNaperville, IL2026-10-23
SBI Securities Co., Ltd.
1$200.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mowery & Schoenfeld Wealth Management, LLC
1$190.0%GrowthMediumLincolnshire, IL2026-10-28