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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

117 hedge funds and large institutions have $497M invested in First Trust Long Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
60
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$20.9M
2
CAG
Csenge Advisory Group
Florida
+$14.7M
3
RJA
Raymond James & Associates
Florida
+$10.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.01M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.6M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.89M
2
GIA
Gladstone Institutional Advisory
Florida
-$1.78M
3
KWM
Kingsview Wealth Management
Oregon
-$1.32M
4
KAS
Kestra Advisory Services
Texas
-$1.31M
5
HI
Harbour Investments
Wisconsin
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$4.65M +$1.61M +72,090 +53%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.93M -$327K -14,578 -8%
AAS
28
Avantax Advisory Services
Texas
$3.79M +$467K +20,834 +14%
KAS
29
Kestra Advisory Services
Texas
$3.08M -$1.31M -58,331 -30%
WWM
30
Western Wealth Management
Colorado
$3.01M +$2.78M +124,149 +1,229%
PFS
31
Prospera Financial Services
Texas
$2.87M +$472K +21,058 +20%
AssetMark Inc
32
AssetMark Inc
California
$2.79M +$303K +13,547 +12%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$2.75M +$619K +27,613 +29%
SP
34
Sequent Planning
Nebraska
$2.66M -$3.16K -141 -0.1%
VWA
35
Visionary Wealth Advisors
Illinois
$2.58M -$6.88K -307 -0.3%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.56M +$341K +15,213 +15%
OPS
37
Orion Portfolio Solutions
Nebraska
$2.56M +$341K +15,213 +15%
IA
38
IFG Advisory
Georgia
$2.46M -$24.1K -1,077 -1%
AWM
39
AE Wealth Management
Kansas
$2.45M +$659K +29,426 +37%
MFG
40
Midwest Financial Group
Kansas
$2.4M +$51K +2,277 +2%
GWM
41
Geneos Wealth Management
Colorado
$2.38M +$69.6K +3,107 +3%
C
42
CEDRUS
Colorado
$2.22M +$1.05M +46,820 +89%
KWM
43
Kingsview Wealth Management
Oregon
$2.05M -$1.32M -58,724 -39%
CA
44
CoreCap Advisors
Michigan
$1.99M +$240K +10,692 +14%
BEI
45
Benjamin Edwards Inc
Missouri
$1.96M +$1.94M +86,425 +7,588%
IA
46
IFP Advisors
Florida
$1.79M -$182K -8,127 -9%
GRP
47
Global Retirement Partners
California
$1.73M +$1.22M +54,249 +235%
FPWM
48
FSB Premier Wealth Management
Iowa
$1.62M +$988K +44,107 +156%
AWM
49
Accel Wealth Management
Iowa
$1.62M +$1.62M +72,165 New
Truist Financial
50
Truist Financial
North Carolina
$1.5M +$306K +13,676 +26%
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