Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (LGOV)

125 + Investors. Track Smart Money conviction in LGOV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — LGOV

Based on 125 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LGOV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
125 hedge funds hold LGOV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

78 buying45 selling
Last quarter: 78 funds were net buyers (23 opened a brand new position + 55 added to an existing one). Only 45 were sellers (37 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new LGOV position: 20 → 13 → 11 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 34% medium ■ 24% new
53 out of 125 hedge funds have held LGOV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~23 new funds/quarter

23 → 20 → 13 → 11 → 23 new funds/Q
New funds entering each quarter: 20 → 13 → 11 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 25% 1-2yr ■ 35% new
Of 125 current holders: 50 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
9 of 125 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LGOV

How many hedge funds hold LGOV — quarterly history vs. share price
Quarterly hedge fund ownership of LGOV vs. share price

Market Analysis: LGOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LGOV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: LGOV
2026 Q1 Stats Unlock in 16 days 125 + Investors

Track Smart Money conviction in LGOV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 125 110 13.64%
13F Shares 25M 24M 2.44%
Total Value $544M $530M 2.77%
New Positions 23 11 +12
Increased Positions 55 49 +6
Closed Positions 8 21 -13
Reduced Positions 37 43 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LGOV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

125 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LGOV. Verified SEC 13F-HR filings.

Top 25 institutional holders of LGOV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marshall Financial Group, LLC 2.40% 696,277 $15.0M
2 Walkner Condon Financial Advisors LLC 2.39% 840,755 $18.1M
3 Centennial Wealth Advisory LLC 2.06% 394,494 $8.5M
4 GDS Wealth Management 1.41% 1,086,109 $23.4M
5 Financial Enhancement Group LLC 1.35% 498,485 $10.9M
6 Midwest Financial Group LLC 1.16% 125,878 $2.7M
7 Csenge Advisory Group 1.12% 1,135,800 $24.5M
8 TSFG, LLC 0.87% 264,435 $6K
9 IAMS WEALTH MANAGEMENT, LLC 0.82% 109,242 $2.4M
10 Stratos Investment Management, LLC 0.81% 936,203 $20.2M
11 Sequent Planning LLC 0.64% 123,380 $2.7M
12 TCFG WEALTH MANAGEMENT, LLC 0.63% 78,439 $1.7M
13 Accel Wealth Management 0.43% 76,318 $1.6M
14 Aurora Private Wealth, Inc. 0.33% 21,614 —
15 BAM Wealth Management, LLC 0.33% 20,491 $442K
16 ARVEST INVESTMENTS, INC. 0.32% 109,587 $2.4M
17 Investors Research Corp 0.27% 65,213 $1.4M
18 STEPHENS INC /AR/ 0.23% 870,712 $18.8M
19 Concurrent Investment Advisors, LLC 0.13% 536,274 $11.6M
20 Medallion Wealth Advisors, LLC 0.10% 10,688 $231K
21 Faithward Advisors, LLC 0.10% 17,202 $666K
22 MBE Wealth Management, LLC 0.09% 10,149 $219K
23 Farther Finance Advisors, LLC 0.06% 272,486 $5.9M
24 Prospera Financial Services Inc 0.05% 148,458 $3.2M
25 Cambridge Investment Research Advisors, Inc. 0.04% 807,356 $17K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIRST TR EXCHANGE-TRADED FD (LGOV)

What does the Smart Money Trend signal show for LGOV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LGOV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LGOV?

More buyers than sellers — 63% buying: Last quarter: 78 funds were net buyers (23 opened a brand new position + 55 added to an existing one). Only 45 were sellers (37 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LGOV holders?

Strong quality — 31% AUM from major funds: 9 of 125 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LGOV?

42% of holders stayed for 2+ years: 53 out of 125 hedge funds have held LGOV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.