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First Trust Long Duration Opportunities ETF

81 hedge funds and large institutions have $227M invested in First Trust Long Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
27
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$1.81M +$244K +11,039 +16%
AI
27
Atria Investments
North Carolina
$1.78M +$1.78M +80,445 New
HI
28
Harbour Investments
Wisconsin
$1.69M +$1.65M +74,397 +4,242%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.68M -$26.4K -1,195 -2%
IRC
30
Investors Research Corp
Georgia
$1.52M
CIA
31
Concurrent Investment Advisors
Florida
$1.33M +$1.33M +59,962 New
GLA
32
Good Life Advisors
Pennsylvania
$1.2M +$764K +34,534 +174%
Truist Financial
33
Truist Financial
North Carolina
$1.19M +$234K +10,553 +24%
AWM
34
AE Wealth Management
Kansas
$948K -$301K -14,084 -24%
SPC
35
Sigma Planning Corp
Michigan
$881K -$547K -24,731 -38%
OMC
36
Old Mission Capital
Illinois
$855K +$378K +17,072 +79%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$780K -$849K -38,350 -52%
IA
38
IFG Advisory
Georgia
$779K +$779K +35,201 New
IWM
39
Iams Wealth Management
Nebraska
$756K -$109K -4,948 -13%
Citadel Advisors
40
Citadel Advisors
Florida
$745K +$248K +11,228 +50%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$681K -$231K -10,445 -25%
CWA
42
Clarus Wealth Advisors
Arizona
$596K +$596K +27,742 New
AAS
43
Avantax Advisory Services
Texas
$562K +$332K +15,010 +145%
IWC
44
Integrated Wealth Concepts
Massachusetts
$544K -$27.8K -1,256 -5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$540K +$540K +24,421 New
CAS
46
Coppell Advisory Solutions
Texas
$462K +$462K +20,856 New
WWM
47
Western Wealth Management
Colorado
$432K +$432K +19,515 New
CA
48
Cetera Advisors
Colorado
$405K +$55.7K +2,519 +16%
GWP
49
Gateway Wealth Partners
Wisconsin
$404K +$71.3K +3,224 +21%
NW
50
NewEdge Wealth
Pennsylvania
$398K -$13.1K -590 -3%