Who owns First Trust Long Duration Opportunities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LGOV from SEC Form 13F filings across 156 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 156 institutions disclosed 26.2M shares of First Trust Long Duration Opportunities ETF worth $559.7M — about 83.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
156
13F holders
$559.7M
value, 2026 filers
83.6%
of shares outstanding (26.2M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LGOV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.1M | $88.8M | 0.0% | 13.2% | -2.8% |
| 2 | ROYAL BANK OF CANADA | 2.1M | $45.3M | 0.0% | 6.7% | +4.7% |
| 3 | MORGAN STANLEY | 1.8M | $39.0M | 0.0% | 5.8% | +7.8% |
| 4 | GDS Wealth Management | 1.1M | $24.3M | 1.2% | 3.6% | +4.6% |
| 5 | CITADEL ADVISORS LLC | 1.1M | $22.5M | 0.0% | 3.4% | +119.4% |
| 6 | Stratos Investment Management, LLC | 1.0M | $21.8M | 0.8% | 3.3% | +8.8% |
| 7 | Walkner Condon Financial Advisors LLC | 937,471 | $20.1M | 2.3% | 3% | +11.5% |
| 8 | STEPHENS INC /AR/ | 873,428 | $18.7M | 0.2% | 2.8% | +0.3% |
| 9 | Cetera Investment Advisers | 834,214 | $17.9M | 0.0% | 2.7% | +8.8% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 827,103 | $17.7M | 0.0% | 2.6% | +1.8% |
| 11 | Cambridge Investment Research Advisors, Inc. | 735,433 | $15.7M | 0.0% | 2.3% | -8.9% |
| 12 | Concurrent Investment Advisors, LLC | 571,686 | $12.2M | 0.1% | 1.8% | +6.6% |
| 13 | Integrated Wealth Concepts LLC | 535,772 | $11.5M | 0.1% | 1.7% | +8.7% |
| 14 | Financial Enhancement Group LLC | 494,720 | $10.6M | 1.3% | 1.6% | -0.8% |
| 15 | RAYMOND JAMES FINANCIAL INC | 459,940 | $9.8M | 0.0% | 1.5% | -54.7% |
| 16 | Csenge Advisory Group | 457,557 | $9.8M | 0.4% | 1.5% | -59.7% |
| 17 | FIRST TRUST ADVISORS LP | 434,003 | $9.3M | 0.0% | 1.4% | +10.0% |
| 18 | Anderson Financial Strategies, LLC | 368,715 | $7.8M | 4.0% | 1.2% | +8.7% |
| 19 | Tidemark, LLC | 350,699 | $7.5M | 1.7% | 1.1% | -41.6% |
| 20 | Kingsview Wealth Management, LLC | 311,802 | $6.7M | 0.1% | 1% | +5.1% |
| 21 | &PARTNERS | 309,722 | $6.6M | 0.0% | 1% | +43.8% |
| 22 | Centennial Wealth Advisory LLC | 261,399 | $5.6M | 1.2% | 0.8% | -33.7% |
| 23 | Heck Capital Advisors, LLCNEW | 255,230 | $5.5M | 0.3% | 0.8% | new |
| 24 | Farther Finance Advisors, LLC | 236,943 | $5.1M | 0.0% | 0.8% | -13.0% |
| 25 | OSAIC HOLDINGS, INC. | 221,507 | $4.7M | 0.0% | 0.7% | +75.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.