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First Trust Long Duration Opportunities ETF
LGOV

65 hedge funds and large institutions have $152M invested in First Trust Long Duration Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

18% more funds holding

Funds holding: 55 → 65 (+10)

4% less capital invested

Capital invested by funds: $158M → $152M (-$6.15M)

22.59% less ownership

Funds ownership: 104.33% → 81.74% (-23%)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
30
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$5.98M
2
SI
Stephens Inc
Arkansas
+$5.8M
3
HFP
Holistic Financial Partners
Indiana
+$5.42M
4
FHC
First Heartland Consultants
Missouri
+$4.09M
5
LPL Financial
LPL Financial
California
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.23M
2
M1FG
Mach-1 Financial Group
Arkansas
-$4.46M
3
AWM
AE Wealth Management
Kansas
-$4.12M
4
CW
Connectus Wealth
Ohio
-$4.06M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$1.31M -$1.57M -73,097 -53%
AWM
27
AE Wealth Management
Kansas
$1.18M -$4.12M -192,344 -77%
KAS
28
Kestra Advisory Services
Texas
$875K +$371K +17,304 +67%
Truist Financial
29
Truist Financial
North Carolina
$874K -$2.05M -95,450 -69%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$836K +$238K +11,086 +37%
IWM
31
Iams Wealth Management
Nebraska
$793K +$838K +39,101 New
PFS
32
Prospera Financial Services
Texas
$621K +$454K +21,170 +223%
FAIM
33
Financial Advocates Investment Management
Washington
$598K +$25.8K +1,206 +4%
CAN
34
Cetera Advisor Networks
California
$591K +$128K +5,993 +26%
IWC
35
Integrated Wealth Concepts
Massachusetts
$524K -$66.2K -3,088 -11%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$501K +$379K +17,676 +252%
AssetMark Inc
37
AssetMark Inc
California
$462K +$315K +14,693 +181%
Citadel Advisors
38
Citadel Advisors
Florida
$455K +$481K +22,438 New
OMC
39
Old Mission Capital
Illinois
$437K +$462K +21,553 New
GLA
40
Good Life Advisors
Pennsylvania
$402K -$13.3K -621 -3%
NW
41
NewEdge Wealth
Pennsylvania
$377K +$728 +34 +0.2%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$367K +$388K +18,101 New
CA
43
Cetera Advisors
Colorado
$320K +$338K +15,762 New
GWP
44
Gateway Wealth Partners
Wisconsin
$304K +$69.2K +3,228 +27%
SFS
45
Security Financial Services
Indiana
$276K +$292K +13,630 New
KPWS
46
Kestra Private Wealth Services
Texas
$274K -$234K -10,922 -45%
PAS
47
Park Avenue Securities
New York
$246K +$260K +12,125 New
PFA
48
Pinnacle Family Advisors
Missouri
$225K +$238K +11,094 New
WCFA
49
Walkner Condon Financial Advisors
Wisconsin
$212K +$224K +10,439 New
AAS
50
Avantax Advisory Services
Texas
$211K +$223K +10,385 New
1
2
3

LGOV Hedge Fund Activity: Q3 2023 in Review

65 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2023, worth a combined $152M — down 3.9% from $158M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LGOV positions and 5 closed out — a net gain of 11 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.98M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.23M.

  • 65 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2023, up from 55 in Q2 2023.
  • Funds reported $152M of First Trust Long Duration Opportunities ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
  • 16 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2023 and 5 closed out, a net change of +11 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q3 2023 was Osaic Holdings, an estimated $5.98M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $6.23M sold.

Based on aggregated 13F filings for Q3 2023.