13FBOX
FIRST TR EXCHANGE-TRADED FD · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCHANGE-TRADED FD

LGOV
Institutions
155
Combined AUM (Q2 2026)
$563.7M
Combined Shares (Q2 2026)
26.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.8M
94 · 25 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.4M
58 · 16 Exit · ≈
⚖️ Net
+428,860
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$563.7M
Institutions
155
New Buys
25
Adds
69
Reduces
42
Exits
16
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.02%0.02%#62$88.8M4.1M$92.0M4.3M-118,015-2.77%Reduce
ROYAL BANK OF CANADA
0.01%0.01%#87$45.3M2.1M$43.6M2.0M+94,243+4.66%Add
MORGAN STANLEY
<0.01%<0.01%#110$39.0M1.8M$25.4M1.2M+656,304+56.20%Add
GDS Wealth Management
1.16%1.41%#10$24.3M1.1M$23.4M1.1M+50,087+4.61%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#109$22.5M1.1M$10.3M479,638+572,772+119.42%Add
Stratos Investment Management, LLC
0.79%0.81%#16$21.8M1.0M$20.2M936,203+82,078+8.77%Add
Walkner Condon Financial Advisors LLC
2.3%2.39%#3$20.1M937,471$18.1M840,755+96,716+11.50%Add
STEPHENS INC /AR/
0.21%0.23%#29$18.7M873,428$18.8M870,712+2,716+0.31%Add
Cetera Investment Advisers
0.02%0.02%#66$17.9M834,214$16.5M767,082+67,132+8.75%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#99$17.7M827,103$17.5M812,608+14,495+1.78%Add
Integrated Wealth Concepts LLC
0.08%0.08%#37$16.9M789,892$10.6M493,086+296,806+60.19%Add
Cambridge Investment Research Advisors, Inc.
0.04%0.04%#53$15.7M735,433$17.4M807,356-71,923-8.91%Reduce
Concurrent Investment Advisors, LLC
0.1%0.13%#34$12.2M571,686$11.6M536,274+35,412+6.60%Add
Financial Enhancement Group LLC
1.26%1.35%#8$10.6M494,720$10.9M498,485-3,765-0.76%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#106$9.8M459,940$21.9M1.0M-555,290-54.70%Reduce
Csenge Advisory Group
0.4%1.12%#21$9.8M457,557$24.5M1.1M-678,243-59.72%Reduce
FIRST TRUST ADVISORS LP
0.01%0.01%#93$9.3M434,003$8.5M394,526+39,477+10.01%Add
Anderson Financial Strategies, LLC
4.03%4%#1$7.8M368,715$7.3M339,240+29,475+8.69%Add
Tidemark, LLC
1.69%3.29%#5$7.5M350,699$13.0M600,468-249,769-41.60%Reduce
&PARTNERS
0.03%0.02%#58$6.6M309,722$4.6M215,411+94,311+43.78%Add
Kingsview Wealth Management, LLC
0.11%0.09%#32$6.4M296,664$6.4M296,66400.00%Unchanged
Centennial Wealth Advisory LLC
1.21%2.06%#9$5.6M261,399$8.5M394,494-133,095-33.74%Reduce
Heck Capital Advisors, LLC
0.33%#24$5.5M255,230$00+255,230New Buy
Farther Finance Advisors, LLC
0.04%0.06%#48$5.1M236,943$5.9M272,486-35,543-13.04%Reduce
OSAIC HOLDINGS, INC.
0.01%<0.01%#92$4.7M221,507$2.7M126,390+95,117+75.26%Add
NewEdge Advisors, LLC
0.01%0.02%#72$4.4M206,018$5.0M232,984-26,966-11.57%Reduce
VAQUERO PRIVATE WEALTH, LTD
0.9%#12$4.4M205,385$00+205,385New Buy
BENJAMIN EDWARDS INC
0.04%0.04%#50$4.3M198,691$4.1M189,346+9,345+4.94%Add
OLD MISSION CAPITAL LLC
0.07%#41$4.2M195,709$00+195,709New Buy
TSFG, LLC
0.53%0.87%#19$4.2M195,116$5.7M264,435-69,319-26.21%Reduce
Marshall Financial Group, LLC
0.6%2.4%#17$4.1M191,848$15.0M696,277-504,429-72.45%Reduce
Midwest Financial Network, LLC
2.67%3.84%#2$3.9M183,001$4.8M223,874-40,873-18.26%Reduce
HRT FINANCIAL LP
0.01%#85$3.8M178,317$00+178,317New Buy
Comprehensive Wealth Management, LLC
1.65%2.81%#6$3.6M168,729$5.6M258,014-89,285-34.60%Reduce
Janney Montgomery Scott LLC
0.01%0.01%#89$3.4M157,336$3.2M148,301+9,035+6.09%Add
FSB PREMIER WEALTH MANAGEMENT, INC.
0.89%0.94%#13$3.2M148,365$3.0M138,749+9,616+6.93%Add
Prospera Financial Services Inc
0.04%0.05%#46$3.0M142,186$3.2M148,458-6,272-4.22%Reduce
Midwest Financial Group LLC
1.01%1.16%#11$2.9M134,827$2.7M125,878+8,949+7.11%Add
ARVEST INVESTMENTS, INC.
0.33%0.32%#23$2.8M129,401$2.4M109,587+19,814+18.08%Add
IAMS WEALTH MANAGEMENT, LLC
0.82%0.82%#15$2.7M127,861$2.4M109,242+18,619+17.04%Add
JANE STREET GROUP, LLC
<0.01%#133$2.7M124,590$00+124,590New Buy
Kestra Advisory Services, LLC
0.01%0.01%#80$2.5M117,838$2.5M114,808+3,030+2.64%Add
Gladstone Institutional Advisory LLC
0.08%0.11%#38$2.4M113,789$3.1M143,877-30,088-20.91%Reduce
Holistic Financial Partners
1.48%1.25%#7$2.4M113,218$3.4M155,435-42,217-27.16%Reduce
Mutual Advisors, LLC
0.05%#45$2.4M112,137$00+112,137New Buy
MGO ONE SEVEN LLC
0.04%0.04%#52$2.2M104,717$2.2M101,811+2,906+2.85%Add
ASSETMARK, INC
<0.01%<0.01%#101$2.2M104,410$2.1M98,633+5,777+5.86%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#136$2.2M102,955$629,82229,199+73,756+252.60%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#107$2.1M98,736$2.0M91,255+7,481+8.20%Add
TCFG Investment Advisors, LLC
0.57%0.63%#18$1.7M78,466$1.7M78,439+27+0.03%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow