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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

129 hedge funds and large institutions have $537M invested in First Trust Long Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
14
Increased
44
Reduced
61
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Comprehensive Wealth Management
Washington
$33.8M
2
Raymond James Financial
Raymond James Financial
Florida
$36.6M
3
Jane Street
Jane Street
New York
$8.46M
4
Citadel Advisors
Citadel Advisors
Florida
$5.43M
5
AI
Arvest Investments
Arkansas
$5.34M

Top Sellers

1
VA
VestGen Advisors
Illinois
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.6M
3
LPL Financial
LPL Financial
California
$58.1M
4
Morgan Stanley
Morgan Stanley
New York
$24.1M
5
BIG
Brookwood Investment Group
Arizona
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$1.47M -$14.2K -662 -1%
PFA
52
Pinnacle Family Advisors
Missouri
$1.43M +$14.4K +672 +1%
IRC
53
Investors Research Corp
Georgia
$1.43M -$2.14K -100 -0.1%
IA
54
IFG Advisory
Georgia
$1.34M -$139K -6,471 -9%
AWM
55
Accel Wealth Management
Iowa
$1.31M -$7.35K -343 -0.6%
SPC
56
Sigma Planning Corp
Michigan
$1.27M +$11.9K +555 +0.9%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.26M -$1.75M -81,909 -58%
PSFG
58
Park Square Financial Group
Georgia
$1.23M -$53.8K -2,511 -4%
BCI
59
Brinker Capital Investments
Pennsylvania
$1.11M -$1.47M -68,840 -57%
IWM
60
Iams Wealth Management
Nebraska
$1.06M -$616K -28,738 -37%
Truist Financial
61
Truist Financial
North Carolina
$1.01M -$85.8K -4,007 -8%
CIA
62
Concurrent Investment Advisors
Florida
$993K -$20.5K -956 -2%
SCA
63
Snowden Capital Advisors
New York
$981K -$578 -27 -0.1%
MW
64
Maia Wealth
Colorado
$942K -$24.3K -1,133 -3%
BAM
65
Belpointe Asset Management
Nevada
$911K +$120K +5,622 +15%
FCA
66
Fortis Capital Advisors
Kansas
$911K +$120K +5,622 +15%
AIP
67
Ameritas Investment Partners
Nebraska
$844K +$74.2K +3,465 +10%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$762K -$1.4M -65,323 -65%
OC
69
Oppenheimer & Co
New York
$761K -$13.6K -635 -2%
AAP
70
Arax Advisory Partners
Colorado
$740K -$119K -5,553 -14%
CAS
71
Coppell Advisory Solutions
Texas
$654K -$242K -11,355 -27%
KPWS
72
Kestra Private Wealth Services
Texas
$635K +$69K +3,221 +12%
LSIA
73
LaSalle St. Investment Advisors
Illinois
$555K +$57.3K +2,679 +12%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$547K +$123K +5,743 +29%
IAN
75
Integrated Advisors Network
Texas
$531K +$53.6K +2,504 +11%
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