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First Trust Long Duration Opportunities ETF
LGOV

138 hedge funds and large institutions have $554M invested in First Trust Long Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

10% more funds holding

Funds holding: 125 → 138 (+13)

2% more capital invested

Capital invested by funds: $540M → $554M (+$13.5M)

0.67% more ownership

Funds ownership: 82.1% → 82.77% (+0.67%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
61
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T
Tidemark
California
+$12.4M
2
CIA
Concurrent Investment Advisors
Florida
+$11.4M
3
LPL Financial
LPL Financial
California
+$8.83M
4
KWM
Kingsview Wealth Management
Oregon
+$5.41M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$9.29M
3
CWM
Comprehensive Wealth Management
Washington
-$6.79M
4
FEG
Financial Enhancement Group
Indiana
-$6.52M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
P
26
&Partners
Tennessee
$4.83M -$66.9K -3,045 -1%
NA
27
NewEdge Advisors
Louisiana
$4.78M -$131K -5,964 -3%
CWA
28
Centennial Wealth Advisory
Michigan
$4.12M +$19.5K +886 +0.5%
BEI
29
Benjamin Edwards Inc
Missouri
$3.92M +$1.28M +58,201 +48%
AI
30
Arvest Investments
Arkansas
$3.53M -$2.71M -123,312 -43%
GIA
31
Gladstone Institutional Advisory
Florida
$3.42M -$971K -44,161 -22%
HFP
32
Holistic Financial Partners
Indiana
$3.32M +$151K +6,869 +5%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.15M -$289K -13,131 -8%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.15M -$3.4M -154,797 -52%
PFS
35
Prospera Financial Services
Texas
$3.03M +$193K +8,790 +7%
FPWM
36
FSB Premier Wealth Management
Iowa
$2.93M +$125K +5,687 +4%
KAS
37
Kestra Advisory Services
Texas
$2.91M -$66.1K -3,006 -2%
SP
38
Sequent Planning
Nebraska
$2.72M -$72.4K -3,293 -3%
MFG
39
Midwest Financial Group
Kansas
$2.65M +$671K +30,511 +34%
IFG
40
Independent Financial Group
California
$2.34M -$59.2K -2,695 -2%
IWM
41
Iams Wealth Management
Nebraska
$2.19M +$1.05M +47,708 +91%
AssetMark Inc
42
AssetMark Inc
California
$1.93M -$183K -8,304 -9%
MOS
43
MGO One Seven
Ohio
$1.82M +$1.83M +83,349 New
TWM
44
TCFG Wealth Management
California
$1.71M +$1.54K +70 +0.1%
Truist Financial
45
Truist Financial
North Carolina
$1.6M +$191K +8,680 +13%
AWM
46
Accel Wealth Management
Iowa
$1.58M +$220K +10,011 +16%
AWM
47
AE Wealth Management
Kansas
$1.47M -$104K -4,720 -7%
IRC
48
Investors Research Corp
Georgia
$1.42M -$34K -1,548 -2%
IA
49
IFG Advisory
Georgia
$1.32M -$61.2K -2,785 -4%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.31M -$55.2K -2,513 -4%
1
2
3 4 5

LGOV Hedge Fund Activity: Q4 2025 in Review

138 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2025, worth a combined $554M — up 2.5% from $540M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LGOV positions and 8 closed out — a net gain of 14 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Tidemark, opening a new position worth an estimated $12.4M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.5M.

  • 138 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2025, up from 125 in Q3 2025.
  • Funds reported $554M of First Trust Long Duration Opportunities ETF stock for Q4 2025, up 2.5% quarter-over-quarter.
  • 22 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2025 and 8 closed out, a net change of +14 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2025 was Tidemark, an estimated $12.4M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.