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First Trust Long Duration Opportunities ETF
LGOV

147 hedge funds and large institutions have $573M invested in First Trust Long Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

7% more funds holding

Funds holding: 138 → 147 (+9)

4.76% more ownership

Funds ownership: 82.77% → 87.52% (+4.8%)

4% more capital invested

Capital invested by funds: $554M → $573M (+$19.7M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
21
Increased
66
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.75M
3
LPL Financial
LPL Financial
California
+$8.25M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.55M
5
CWA
Centennial Wealth Advisory
Michigan
+$4.5M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
-$19.4M
2
FEG
Financial Enhancement Group
Indiana
-$6.01M
3
Raymond James Financial
Raymond James Financial
Florida
-$5.26M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$3.55M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Comprehensive Wealth Management
Washington
$5.57M -$19.4M -884,250 -77%
NA
27
NewEdge Advisors
Louisiana
$5.03M +$310K +14,173 +6%
MFN
28
Midwest Financial Network
Illinois
$4.83M -$322K -14,691 -6%
P
29
&Partners
Tennessee
$4.65M -$127K -5,792 -3%
BEI
30
Benjamin Edwards Inc
Missouri
$4.09M +$212K +9,667 +5%
HFP
31
Holistic Financial Partners
Indiana
$3.35M +$72.1K +3,294 +2%
PFS
32
Prospera Financial Services
Texas
$3.2M +$212K +9,689 +7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.2M +$86.9K +3,971 +3%
GIA
34
Gladstone Institutional Advisory
Florida
$3.1M -$280K -12,791 -8%
FPWM
35
FSB Premier Wealth Management
Iowa
$2.99M +$94.8K +4,329 +3%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.73M -$391K -17,857 -12%
MFG
37
Midwest Financial Group
Kansas
$2.72M +$95.6K +4,364 +4%
SP
38
Sequent Planning
Nebraska
$2.66M -$23.9K -1,091 -0.9%
KAS
39
Kestra Advisory Services
Texas
$2.48M -$410K -18,713 -14%
AI
40
Arvest Investments
Arkansas
$2.36M -$1.14M -51,978 -32%
IWM
41
Iams Wealth Management
Nebraska
$2.36M +$195K +8,914 +9%
MOS
42
MGO One Seven
Ohio
$2.2M +$404K +18,462 +22%
IFG
43
Independent Financial Group
California
$2.17M -$142K -6,483 -6%
AssetMark Inc
44
AssetMark Inc
California
$2.13M +$219K +10,021 +11%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.97M +$898K +41,023 +82%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.81M +$1.84M +84,091 New
TWM
47
TCFG Wealth Management
California
$1.69M +$3.42K +156 +0.2%
TIA
48
TCFG Investment Advisors
California
$1.69M +$1.72M +78,439 New
AWM
49
Accel Wealth Management
Iowa
$1.65M +$88.1K +4,025 +6%
AWM
50
AE Wealth Management
Kansas
$1.43M -$18.3K -835 -1%
1
2
3 4 5

LGOV Hedge Fund Activity: Q1 2026 in Review

147 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2026, worth a combined $573M — up 3.5% from $554M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGOV positions and 9 closed out — a net gain of 12 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Comprehensive Wealth Management, cutting an estimated $19.4M.

  • 147 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2026, up from 138 in Q4 2025.
  • Funds reported $573M of First Trust Long Duration Opportunities ETF stock for Q1 2026, up 3.5% quarter-over-quarter.
  • 21 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2026 and 9 closed out, a net change of +12 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q1 2026 was Morgan Stanley, an estimated $10.2M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q1 2026 was Comprehensive Wealth Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2026.