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First Trust Long Duration Opportunities ETF

131 hedge funds and large institutions have $535M invested in First Trust Long Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $490M → $535M (+$45.7M)

2% more funds holding

Funds holding: 128131 (+3)

0.58% more ownership

Funds ownership: 80.37%80.96% (+0.58%)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
1.76%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
21
Increased
50
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$5.17M +$95.6K +4,527 +2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.16M -$2.69M -127,249 -35%
NA
28
NewEdge Advisors
Louisiana
$5.07M -$108K -5,105 -2%
HFP
29
Holistic Financial Partners
Indiana
$4.62M -$430K -20,357 -9%
P
30
&Partners
Tennessee
$4.5M +$4.36M +206,544 New
MFN
31
Midwest Financial Network
Illinois
$4.32M +$126K +5,952 +3%
BEI
32
Benjamin Edwards Inc
Missouri
$3.24M +$736K +34,832 +30%
AssetMark Inc
33
AssetMark Inc
California
$3.04M -$122K -5,777 -4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.02M -$407K -19,254 -12%
SP
35
Sequent Planning
Nebraska
$2.62M +$19.7K +933 +0.8%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.59M -$15.8K -747 -0.6%
OPS
37
Orion Portfolio Solutions
Nebraska
$2.59M -$15.8K -747 -0.6%
PFS
38
Prospera Financial Services
Texas
$2.53M +$217K +10,281 +10%
FPWM
39
FSB Premier Wealth Management
Iowa
$2.34M +$217K +10,276 +10%
WWM
40
Western Wealth Management
Colorado
$2.26M -$463K -21,937 -17%
MFG
41
Midwest Financial Group
Kansas
$2.2M -$123K -5,821 -5%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$2.17M -$261K -12,377 -11%
Jane Street
43
Jane Street
New York
$2.06M +$1.6M +75,942 +380%
KAS
44
Kestra Advisory Services
Texas
$2.06M -$539K -25,523 -21%
AWM
45
AE Wealth Management
Kansas
$2.03M -$108K -5,098 -5%
VWA
46
Visionary Wealth Advisors
Illinois
$1.9M -$8.62K -408 -0.5%
IA
47
IFP Advisors
Florida
$1.81M +$258K +12,238 +17%
TWM
48
TCFG Wealth Management
California
$1.71M +$1.68M +79,559 New
IFG
49
Independent Financial Group
California
$1.69M -$52.4K -2,483 -3%
IWM
50
Iams Wealth Management
Nebraska
$1.68M -$2.58K -122 -0.2%

LGOV Hedge Fund Activity: Q1 2025 in Review

131 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2025, worth a combined $535M — up 9.3% from $490M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGOV positions and 16 closed out — a net gain of 5 holders — while 50 added to existing stakes and 54 trimmed.

The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $9.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.2M sold.

  • 131 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $535M of First Trust Long Duration Opportunities ETF stock for Q1 2025, up 9.3% quarter-over-quarter.
  • 21 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2025 and 16 closed out, a net change of +5 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q1 2025 was Comprehensive Wealth Management, an estimated $9.33M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q1 2025 was Citadel Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.