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First Trust Long Duration Opportunities ETF
LGOV

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

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more capital invested

Capital invested by funds: $152M → $227M (+$75.3M)

25% more funds holding

Funds holding: 65 → 81 (+16)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

0.91% less ownership

Funds ownership: 81.74% → 80.84% (-0.91%)

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.18%
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
–

Top Buyers

Rank Fund Capital Flow
1
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$8.37M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.98M
3
KAS
Kestra Advisory Services
Texas
+$6.96M
4
FS
Ferguson Shapiro
Georgia
+$6.76M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.52M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.8M
2
VWA
Visionary Wealth Advisors
Illinois
-$2.92M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.78M
4
PAG
Private Advisor Group
New Jersey
-$1.34M
5
KA
Kovack Advisors
Florida
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$1.81M +$228K +11,039 +16%
AI
27
Atria Investments
North Carolina
$1.78M +$1.66M +80,445 New
HI
28
Harbour Investments
Wisconsin
$1.69M +$1.54M +74,397 +4,242%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.68M -$24.7K -1,195 -2%
IRC
30
Investors Research Corp
Georgia
$1.52M – – –
CIA
31
Concurrent Investment Advisors
Florida
$1.33M +$1.24M +59,962 New
GLA
32
Good Life Advisors
Pennsylvania
$1.2M +$713K +34,534 +174%
Truist Financial
33
Truist Financial
North Carolina
$1.19M +$218K +10,553 +24%
AWM
34
AE Wealth Management
Kansas
$948K -$291K -14,084 -24%
SPC
35
Sigma Planning Corp
Michigan
$881K -$510K -24,731 -38%
OMC
36
Old Mission Capital
Illinois
$855K +$352K +17,072 +79%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$780K -$792K -38,350 -52%
IA
38
IFG Advisory
Georgia
$779K +$727K +35,201 New
IWM
39
Iams Wealth Management
Nebraska
$756K -$102K -4,948 -13%
Citadel Advisors
40
Citadel Advisors
Florida
$745K +$232K +11,228 +50%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$681K -$216K -10,445 -25%
CWA
42
Clarus Wealth Advisors
Arizona
$596K +$573K +27,742 New
AAS
43
Avantax Advisory Services
Texas
$562K +$310K +15,010 +145%
IWC
44
Integrated Wealth Concepts
Massachusetts
$544K -$25.9K -1,256 -5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$540K +$504K +24,421 New
CAS
46
Coppell Advisory Solutions
Texas
$462K +$431K +20,856 New
WWM
47
Western Wealth Management
Colorado
$432K +$403K +19,515 New
CA
48
Cetera Advisors
Colorado
$405K +$52K +2,519 +16%
GWP
49
Gateway Wealth Partners
Wisconsin
$404K +$66.5K +3,224 +21%
NW
50
NewEdge Wealth
Pennsylvania
$398K -$12.2K -590 -3%
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LGOV Hedge Fund Activity: Q4 2023 in Review

81 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2023, worth a combined $227M — up 50% from $152M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LGOV positions and 10 closed out — a net gain of 16 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Walkner Condon Financial Advisors, adding an estimated $8.37M. The largest seller was Jane Street, exiting entirely with an estimated $3.8M sold.

  • 81 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2023, up from 65 in Q3 2023.
  • Funds reported $227M of First Trust Long Duration Opportunities ETF stock for Q4 2023, up 50% quarter-over-quarter.
  • 26 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2023 and 10 closed out, a net change of +16 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2023 was Walkner Condon Financial Advisors, an estimated $8.37M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2023 was Jane Street, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2023.