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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

65 hedge funds and large institutions have $152M invested in First Trust Long Duration Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
30
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$5.66M
2
SI
Stephens Inc
Arkansas
+$5.49M
3
HFP
Holistic Financial Partners
Indiana
+$5.13M
4
FHC
First Heartland Consultants
Missouri
+$3.87M
5
LPL Financial
LPL Financial
California
+$3.82M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.89M
2
M1FG
Mach-1 Financial Group
Arkansas
-$4.46M
3
CW
Connectus Wealth
Ohio
-$4.06M
4
AWM
AE Wealth Management
Kansas
-$3.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$177K +$173K +8,667 +4,312%
IA
52
IFP Advisors
Florida
$162K +$153K +7,533 +1,599%
CFGS
53
Concourse Financial Group Securities
Alabama
$105K +$6.19K +305 +6%
AWM
54
Avior Wealth Management
Nebraska
$63.6K +$63.6K +3,134 New
PTC
55
Private Trust Company
Ohio
$50.2K +$50.2K +2,476 New
LFG
56
Larson Financial Group
Missouri
$44.6K – – –
BCMLT
57
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.1K – – –
HI
58
Harbour Investments
Wisconsin
$35.6K -$1.02M -50,106 -97%
TAM
59
Tucker Asset Management
Colorado
$30.3K +$2.52K +124 +9%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$14.2K +$14.2K +701 New
FGAM
61
Financial Gravity Asset Management
Texas
$11.3K +$10.8K +553 +2,514%
BEI
62
Benjamin Edwards Inc
Missouri
$8K +$525 +26 +7%
WWM
63
Wagner Wealth Management
South Carolina
$4.4K +$1.56K +77 +55%
PA
64
Parallel Advisors
California
$2.14K +$2.14K +105 New
Wells Fargo
65
Wells Fargo
California
$22 -$22 -1 -50%
M1FG
66
Mach-1 Financial Group
Arkansas
– -$4.46M -200,234 Closed
CW
67
Connectus Wealth
Ohio
– -$4.06M -182,619 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$543K -24,394 Closed
CAS
69
Coppell Advisory Solutions
Texas
– -$434K -19,623 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
– -$242K -10,862 Closed
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