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First Trust Long Duration Opportunities ETF
LGOV

96 hedge funds and large institutions have $355M invested in First Trust Long Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 17

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

57% more capital invested

Capital invested by funds: $227M → $355M (+$128M)

19.68% more ownership

Funds ownership: 80.84% → 100.51% (+20%)

19% more funds holding

Funds holding: 81 → 96 (+15)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
47
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.5M
2
LPL Financial
LPL Financial
California
+$18.2M
3
Morgan Stanley
Morgan Stanley
New York
+$18.2M
4
HI
Harbour Investments
Wisconsin
+$8.95M
5
AWS
Atria Wealth Solutions
New York
+$8.7M

Top Sellers

Rank Fund Capital Flow
1
FS
Ferguson Shapiro
Georgia
-$6.62M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.06M
3
SCA
Snowden Capital Advisors
New York
-$1.36M
4
GIA
Gladstone Institutional Advisory
Florida
-$1.08M
5
OMC
Old Mission Capital
Illinois
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
26
ICA Group Wealth Management
Colorado
$4.45M +$267K +12,427 +6%
First Trust Advisors
27
First Trust Advisors
Illinois
$4.16M +$2.55M +118,715 +157%
KWM
28
Kingsview Wealth Management
Oregon
$3.14M +$173K +8,062 +6%
SPC
29
Sigma Planning Corp
Michigan
$2.4M +$1.55M +72,366 +182%
SP
30
Sequent Planning
Nebraska
$2.17M +$2.18M +101,413 New
MFG
31
Midwest Financial Group
Kansas
$2.17M -$67.9K -3,161 -3%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$2.09M +$2.1M +97,524 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.01M -$4.06M -188,747 -67%
GWM
34
Geneos Wealth Management
Colorado
$1.99M +$2M +93,130 New
IA
35
IFG Advisory
Georgia
$1.83M +$1.08M +50,309 +143%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.69M +$1.7M +79,276 New
OPS
37
Orion Portfolio Solutions
Nebraska
$1.69M +$1.7M +79,276 New
AWM
38
AE Wealth Management
Kansas
$1.48M +$537K +24,978 +56%
IRC
39
Investors Research Corp
Georgia
$1.44M -$34.5K -1,604 -2%
CA
40
CoreCap Advisors
Michigan
$1.4M +$1.41M +65,609 New
CIA
41
Concurrent Investment Advisors
Florida
$1.38M +$100K +4,665 +8%
CA
42
Cetera Advisors
Colorado
$1.38M +$989K +46,037 +252%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$1.36M +$1.02M +47,303 +290%
GLA
44
Good Life Advisors
Pennsylvania
$1.36M +$196K +9,137 +17%
Truist Financial
45
Truist Financial
North Carolina
$1.16M +$13.6K +632 +1%
AI
46
Atria Investments
North Carolina
$1.04M -$685K -31,886 -40%
CFD
47
Creative Financial Designs
Indiana
$992K +$997K +46,414 New
PAS
48
Park Avenue Securities
New York
$937K +$942K +43,826 New
NW
49
NewEdge Wealth
Pennsylvania
$865K +$523K +24,340 +135%
IAN
50
Integrated Advisors Network
Texas
$772K +$437K +20,317 +129%
1
2
3 4 5

LGOV Hedge Fund Activity: Q1 2024 in Review

96 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2024, worth a combined $355M — up 57% from $227M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LGOV positions and 11 closed out — a net gain of 17 holders — while 47 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $18.5M. The largest seller was Ferguson Shapiro, cutting an estimated $6.62M.

  • 96 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2024, up from 81 in Q4 2023.
  • Funds reported $355M of First Trust Long Duration Opportunities ETF stock for Q1 2024, up 57% quarter-over-quarter.
  • 28 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2024 and 11 closed out, a net change of +17 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $18.5M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q1 2024 was Ferguson Shapiro, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.