LGOV — FIRST TRUST

Ownership history in Tidemark, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in FIRST TRUST (LGOV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.51% (2025 Q4)
Avg. % of fund
3.51%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 566,126 — — 3.51% $12.4M $21.68
% of Fund (quarterly)    LGOV price (monthly, adj. close)

Other funds also holding LGOV

As of 2025 Q4 — sorted by position size

Comprehensive Wealth Management, LLC 14.71% Anderson Financial Strategies, LLC 4.26% Marshall Financial Group, LLC 3Y 3.03% Walkner Condon Financial Advisors LLC 3Y 2.55% Financial Enhancement Group LLC 3Y 7Y 2.19% GDS Wealth Management 3Y 1.43% Holistic Financial Partners 3Y 7Y 1.2% Midwest Financial Group LLC 1.17% Centennial Wealth Advisory LLC 3Y 1.09% Csenge Advisory Group 3Y 7Y 0.96%
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