Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (LGOV)

154 + 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
↑ +11
Streak
3Q ▲
Buyers last Q
64%

Smart Money Signals — LGOV

Based on 156 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
156 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

98 buying55 selling
Last quarter: 98 funds were net buyers (26 opened a brand new position + 72 added to an existing one). Only 55 were sellers (40 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 24 → 24 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 26% new
73 out of 156 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.
📈

Growing discovery — still being found

16 → 13 → 24 → 24 → 26 new funds/Q
New funds entering each quarter: 13 → 24 → 24 → 26. A growing number of institutions are discovering LGOV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 29% newcomers

■ 49% veterans ■ 22% 1-2yr ■ 29% new
Entry-cohort mix of 156 holders: 77 (49%) are 2+ year veterans, 34 entered 1–2 years ago, and 45 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
15 of 156 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in LGOV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — LGOV

In 2026 Q2, 98 hedge funds were net buyers of LGOV (26 opened a new position, 72 added to an existing one), while 55 reduced or exited (40 trimmed, 15 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in LGOV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 156.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: LGOV
154 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 154 145 6.21%
13F Shares 26M 27M -1.66%
Total Value $533M $541M -1.53%
New Positions 25 24 +1
Increased Positions 71 64 +7
Closed Positions 16 11 +5
Reduced Positions 40 41 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LGOV

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Institutional Holders (2026 Q2)

154 + investors

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

QUARTER:
Top 25 LGOV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anderson Financial Strategies, LLC 4.03% 368,715 $7.8M
2 Midwest Financial Network, LLC 2.67% 183,001 $3.9M
3 Walkner Condon Financial Advisors LLC 2.30% 937,471 $20.1M
4 Park Square Financial Group, LLC 2.00% 10,330 $221K
5 Tidemark, LLC 1.69% 350,699 $7.5M
6 Comprehensive Wealth Management, LLC 1.65% 168,729 $3.6M
7 Holistic Financial Partners 1.48% 113,218 $2.4M
8 Financial Enhancement Group LLC 1.26% 494,720 $10.6M
9 Centennial Wealth Advisory LLC 1.21% 261,399 $5.6M
10 GDS Wealth Management 1.16% 1,136,196 $24.3M
11 Midwest Financial Group LLC 1.01% 134,827 $2.9M
12 Vaquero Private Wealth, Ltd 0.90% 205,385 $4.4M
13 Fsb Premier Wealth Management, INC. 0.89% 148,365 $3.2M
14 IFS Group,LLC 0.89% 30,372 $650K
15 Iams Wealth Management, LLC 0.82% 127,861 $2.7M
16 Stratos Investment Management, LLC 0.79% 1,018,281 $21.8M
17 Marshall Financial Group, LLC 0.60% 191,848 $4.1M
18 TCFG Investment Advisors, LLC 0.57% 78,466 $1.7M
19 BAM Wealth Management, LLC 0.40% 29,786 $637K
20 Csenge Advisory Group 0.40% 457,557 $9.8M
21 Capital CS Group, LLC 0.35% 20,579 $440K
22 Arvest Investments, INC. 0.33% 129,401 $2.8M
23 Heck Capital Advisors, LLC 0.33% 255,230 $5.5M
24 Pinnacle Family Advisors, LLC 0.28% 30,926 $662K
25 Accel Wealth Management 0.24% 50,342 $1.1M
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 64% buying: Last quarter: 98 funds were net buyers (26 opened a brand new position + 72 added to an existing one). Only 55 were sellers (40 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LGOV holders?

Elite ownership — 42% AUM from top-100 funds: 15 of 156 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in LGOV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LGOV?

47% of holders stayed for 2+ years: 73 out of 156 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.

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