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First Trust Long Duration Opportunities ETF
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Overview Fund Activity

111 hedge funds and large institutions have $381M invested in First Trust Long Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
49
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$10.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$5.13M
3
Morgan Stanley
Morgan Stanley
New York
+$3.32M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.07M
5
AWS
Atria Wealth Solutions
New York
+$2.81M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$8.95M
2
IGWM
ICA Group Wealth Management
Colorado
-$4.45M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.51M
4
CIA
Concurrent Investment Advisors
Florida
-$1.38M
5
HI
Harbour Investments
Wisconsin
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$3.16M +$75.3K +3,580 +2%
AAS
27
Avantax Advisory Services
Texas
$3.12M +$2.64M +125,431 +542%
SPC
28
Sigma Planning Corp
Michigan
$2.85M +$493K +23,428 +21%
SP
29
Sequent Planning
Nebraska
$2.47M +$367K +17,669 +17%
VWA
30
Visionary Wealth Advisors
Illinois
$2.43M +$2.43M +115,664 New
AssetMark Inc
31
AssetMark Inc
California
$2.33M +$2.05M +97,573 +737%
IA
32
IFG Advisory
Georgia
$2.33M +$532K +25,274 +30%
PFS
33
Prospera Financial Services
Texas
$2.25M +$1.86M +88,541 +476%
MFG
34
Midwest Financial Group
Kansas
$2.21M +$75K +3,567 +4%
GWM
35
Geneos Wealth Management
Colorado
$2.17M +$213K +10,111 +11%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.09M +$420K +19,964 +25%
OPS
37
Orion Portfolio Solutions
Nebraska
$2.09M +$420K +19,964 +25%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$2M -$46.4K -2,207 -2%
IA
39
IFP Advisors
Florida
$1.85M +$1.48M +70,411 +401%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.78M +$444K +21,137 +33%
AWM
41
AE Wealth Management
Kansas
$1.68M +$227K +10,780 +16%
CA
42
CoreCap Advisors
Michigan
$1.64M +$264K +12,546 +19%
SAM
43
SignalPoint Asset Management
Missouri
$1.54M +$1.54M +73,043 New
IRC
44
Investors Research Corp
Georgia
$1.41M – – –
GWP
45
Gateway Wealth Partners
Wisconsin
$1.33M +$1.33M +63,171 New
GLA
46
Good Life Advisors
Pennsylvania
$1.3M -$34.5K -1,641 -3%
PFA
47
Pinnacle Family Advisors
Missouri
$1.28M +$1.28M +60,675 New
CAS
48
Coppell Advisory Solutions
Texas
$1.19M +$1.19M +56,622 New
Truist Financial
49
Truist Financial
North Carolina
$1.12M -$17K -810 -1%
C
50
CEDRUS
Colorado
$1.1M +$370K +17,613 +51%
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