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First Trust Long Duration Opportunities ETF

81 hedge funds and large institutions have $227M invested in First Trust Long Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
27
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MW
51
Maia Wealth
Colorado
$384K +$384K +17,365 New
BFEC
52
Benjamin F. Edwards & Company
Missouri
$361K -$185K -8,373 -34%
IAN
53
Integrated Advisors Network
Texas
$350K +$350K +15,808 New
KA
54
Kovack Advisors
Florida
$342K -$1.1M -49,604 -76%
OC
55
Oppenheimer & Co
New York
$302K +$302K +13,649 New
PFS
56
Prospera Financial Services
Texas
$287K -$391K -17,670 -58%
PFA
57
Pinnacle Family Advisors
Missouri
$276K +$30.7K +1,388 +13%
AssetMark Inc
58
AssetMark Inc
California
$276K -$229K -10,335 -45%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$273K +$273K +12,346 New
SFS
60
Security Financial Services
Indiana
$269K -$32.3K -1,460 -11%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$257K +$257K +11,623 New
MML Investors Services
62
MML Investors Services
Massachusetts
$227K +$227K +10,258 New
MWM
63
MBE Wealth Management
Wisconsin
$225K +$225K +10,149 New
GVAG
64
Great Valley Advisor Group
Delaware
$224K +$224K +10,110 New
IA
65
IFP Advisors
Florida
$173K -$4.49K -203 -3%
CFGS
66
Concourse Financial Group Securities
Alabama
$58.9K -$55.3K -2,499 -48%
PTC
67
Private Trust Company
Ohio
$54.8K
LFG
68
Larson Financial Group
Missouri
$48.7K
BCMLT
69
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.5K
UBS Group
70
UBS Group
Switzerland
$26.8K +$26.8K +1,209 New
ASN
71
Advisory Services Network
Georgia
$25K +$25K +1,130 New
FGAM
72
Financial Gravity Asset Management
Texas
$24K +$12K +575 +100%
TAM
73
Tucker Asset Management
Colorado
$15.2K -$17.9K -808 -54%
WWM
74
Wagner Wealth Management
South Carolina
$4.9K +$89 +4 +2%
PS
75
Principal Securities
Iowa
$4.89K +$4.89K +221 New