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First Trust Long Duration Opportunities ETF

126 hedge funds and large institutions have $528M invested in First Trust Long Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
20
Increased
48
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$5.17M +$97.3K +4,527 +2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.16M -$2.74M -127,249 -35%
NA
28
NewEdge Advisors
Louisiana
$5.07M -$110K -5,105 -2%
HFP
29
Holistic Financial Partners
Indiana
$4.62M -$438K -20,357 -9%
P
30
&Partners
Tennessee
$4.5M +$4.5M +206,544 New
BEI
31
Benjamin Edwards Inc
Missouri
$3.24M +$749K +34,832 +30%
AssetMark Inc
32
AssetMark Inc
California
$3.04M -$124K -5,777 -4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.02M -$414K -19,254 -12%
SP
34
Sequent Planning
Nebraska
$2.62M +$20.1K +933 +0.8%
BCI
35
Brinker Capital Investments
Pennsylvania
$2.59M -$16.1K -747 -0.6%
OPS
36
Orion Portfolio Solutions
Nebraska
$2.59M -$16.1K -747 -0.6%
PFS
37
Prospera Financial Services
Texas
$2.53M +$221K +10,281 +10%
FPWM
38
FSB Premier Wealth Management
Iowa
$2.34M +$221K +10,276 +10%
WWM
39
Western Wealth Management
Colorado
$2.26M -$472K -21,937 -17%
MFG
40
Midwest Financial Group
Kansas
$2.2M -$125K -5,821 -5%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$2.17M -$266K -12,377 -11%
Jane Street
42
Jane Street
New York
$2.06M +$1.63M +75,942 +380%
KAS
43
Kestra Advisory Services
Texas
$2.06M -$549K -25,523 -21%
AWM
44
AE Wealth Management
Kansas
$2.03M -$110K -5,098 -5%
VWA
45
Visionary Wealth Advisors
Illinois
$1.9M -$8.77K -408 -0.5%
IA
46
IFP Advisors
Florida
$1.81M +$263K +12,238 +17%
TWM
47
TCFG Wealth Management
California
$1.71M +$1.71M +79,559 New
IWM
48
Iams Wealth Management
Nebraska
$1.68M -$2.62K -122 -0.2%
KWM
49
Kingsview Wealth Management
Oregon
$1.49M -$205K -9,516 -12%
IA
50
IFG Advisory
Georgia
$1.48M -$120K -5,559 -7%