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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

55 hedge funds and large institutions have $158M invested in First Trust Long Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+26
Holders Change %
+89.66%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
19
Reduced
5
Closed
3
Calls
–
Puts
$2M
Net Calls
-$2M
Net Calls Change
-$2M

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$24M
2
AWS
Atria Wealth Solutions
New York
+$11.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.22M
4
SI
Stephens Inc
Arkansas
+$6.56M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.79M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$445K
2
CWA
Clarus Wealth Advisors
Arizona
-$18.5K
3
IRC
Investors Research Corp
Georgia
-$14K
4
BAM
Belpointe Asset Management
Nevada
-$6.03K
5
AAS
Ameritas Advisory Services
Nebraska
-$5.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Kovack Advisors
Florida
$1.45M +$116K +5,221 +9%
HI
27
Harbour Investments
Wisconsin
$1.15M +$1.15M +51,860 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$837K +$837K +37,605 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$670K +$670K +30,117 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$643K +$178 +8 +0%
FAIM
31
Financial Advocates Investment Management
Washington
$630K +$630K +28,300 New
KAS
32
Kestra Advisory Services
Texas
$575K +$352K +15,818 +158%
CWA
33
Clarus Wealth Advisors
Arizona
$569K -$18.5K -849 -3%
KPWS
34
Kestra Private Wealth Services
Texas
$543K -$2.89K -130 -0.5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$543K +$543K +24,394 New
CAN
36
Cetera Advisor Networks
California
$515K -$445K -20,004 -46%
GLA
37
Good Life Advisors
Pennsylvania
$455K +$455K +20,462 New
CAS
38
Coppell Advisory Solutions
Texas
$434K +$434K +19,623 New
PAG
39
Private Advisor Group
New Jersey
$413K +$413K +18,582 New
NW
40
NewEdge Wealth
Pennsylvania
$413K +$413K +18,552 New
GWP
41
Gateway Wealth Partners
Wisconsin
$262K +$262K +11,785 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$242K +$8.81K +396 +4%
PFS
43
Prospera Financial Services
Texas
$211K +$211K +9,475 New
AssetMark Inc
44
AssetMark Inc
California
$180K +$180K +8,106 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$156K +$153K +6,870 +5,127%
CFGS
46
Concourse Financial Group Securities
Alabama
$108K +$80.8K +3,630 +296%
LFG
47
Larson Financial Group
Missouri
$49K +$49K +2,200 New
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.1K – – –
TAM
49
Tucker Asset Management
Colorado
$30.5K +$30.5K +1,369 New
FGAM
50
Financial Gravity Asset Management
Texas
$10.6K -$484 -1 -4%
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