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First Trust Long Duration Opportunities ETF
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Overview Fund Activity

126 hedge funds and large institutions have $484M invested in First Trust Long Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
52
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
+$14.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.2M
3
FH
FWG Holdings
Florida
+$7.82M
4
CWP
Cyndeo Wealth Partners
Florida
+$6.18M
5
AAP
Arax Advisory Partners
Colorado
+$5.54M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$13M
2
GIA
Gladstone Institutional Advisory
Florida
-$11.4M
3
OL
Owen LaRue
Kentucky
-$7.36M
4
Stifel Financial
Stifel Financial
Missouri
-$3.6M
5
SPC
Sigma Planning Corp
Michigan
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$4.92M +$107K +5,118 +2%
HFP
27
Holistic Financial Partners
Indiana
$4.9M -$352K -16,892 -7%
CA
28
CoreCap Advisors
Michigan
$4.21M +$2.36M +113,377 +128%
AAS
29
Avantax Advisory Services
Texas
$4.2M +$668K +32,061 +19%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.33M -$327K -15,670 -9%
AssetMark Inc
31
AssetMark Inc
California
$3.07M +$474K +22,756 +18%
WWM
32
Western Wealth Management
Colorado
$2.65M -$146K -7,021 -5%
BCI
33
Brinker Capital Investments
Pennsylvania
$2.53M +$144K +6,901 +6%
OPS
34
Orion Portfolio Solutions
Nebraska
$2.53M +$144K +6,901 +6%
KAS
35
Kestra Advisory Services
Texas
$2.53M -$336K -16,141 -12%
SP
36
Sequent Planning
Nebraska
$2.52M +$45.1K +2,163 +2%
SIM
37
Stratos Investment Management
Ohio
$2.48M +$2.48M +118,957 New
BEI
38
Benjamin Edwards Inc
Missouri
$2.42M +$594K +28,503 +33%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$2.36M -$202K -9,670 -8%
GWM
40
Geneos Wealth Management
Colorado
$2.29M +$78.1K +3,746 +4%
MFG
41
Midwest Financial Group
Kansas
$2.26M +$19.9K +956 +0.9%
PFS
42
Prospera Financial Services
Texas
$2.24M -$436K -20,942 -16%
AWM
43
AE Wealth Management
Kansas
$2.07M -$208K -9,978 -9%
FPWM
44
FSB Premier Wealth Management
Iowa
$2.06M +$550K +26,386 +36%
VWA
45
Visionary Wealth Advisors
Illinois
$1.85M -$557K -26,751 -23%
SPC
46
Sigma Planning Corp
Michigan
$1.78M -$2.54M -122,077 -59%
CAS
47
Coppell Advisory Solutions
Texas
$1.76M +$480K +22,933 +38%
PSFG
48
Park Square Financial Group
Georgia
$1.67M +$1.67M +80,178 New
KWM
49
Kingsview Wealth Management
Oregon
$1.64M -$266K -12,779 -14%
IWM
50
Iams Wealth Management
Nebraska
$1.63M +$247K +11,851 +18%
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