We are live on ! Find out more
LGOV icon

First Trust Long Duration Opportunities ETF
LGOV

96 hedge funds and large institutions have $355M invested in First Trust Long Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 17

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

57% more capital invested

Capital invested by funds: $227M → $355M (+$128M)

19.68% more ownership

Funds ownership: 80.84% → 100.51% (+20%)

19% more funds holding

Funds holding: 81 → 96 (+15)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
47
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.5M
2
LPL Financial
LPL Financial
California
+$18.2M
3
Morgan Stanley
Morgan Stanley
New York
+$18.2M
4
HI
Harbour Investments
Wisconsin
+$8.95M
5
AWS
Atria Wealth Solutions
New York
+$8.7M

Top Sellers

Rank Fund Capital Flow
1
FS
Ferguson Shapiro
Georgia
-$6.62M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.06M
3
SCA
Snowden Capital Advisors
New York
-$1.36M
4
GIA
Gladstone Institutional Advisory
Florida
-$1.08M
5
OMC
Old Mission Capital
Illinois
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
51
Mutual Advisors
Nebraska
$761K +$765K +35,611 New
C
52
CEDRUS
Colorado
$745K +$748K +34,832 New
GM
53
GeoWealth Management
Illinois
$723K +$727K +33,818 New
CWA
54
Clarus Wealth Advisors
Arizona
$588K +$16K +743 +3%
IWC
55
Integrated Wealth Concepts
Massachusetts
$560K +$35.5K +1,651 +7%
CCIA
56
Cherry Creek Investment Advisors
Colorado
$516K +$519K +24,133 New
IWM
57
Iams Wealth Management
Nebraska
$501K -$227K -10,566 -31%
AAS
58
Avantax Advisory Services
Texas
$495K -$48.2K -2,245 -9%
CT
59
Coastline Trust
Rhode Island
$479K +$482K +22,415 New
AWG
60
Altus Wealth Group
Colorado
$425K +$427K +19,864 New
FS
61
Ferguson Shapiro
Georgia
$415K -$6.62M -308,229 -94%
CFGS
62
Concourse Financial Group Securities
Alabama
$409K +$354K +16,459 +618%
SCA
63
Snowden Capital Advisors
New York
$398K -$1.36M -63,132 -77%
PFS
64
Prospera Financial Services
Texas
$398K +$121K +5,633 +43%
OC
65
Oppenheimer & Co
New York
$383K +$91.1K +4,242 +31%
IA
66
IFP Advisors
Florida
$375K +$210K +9,755 +125%
NEWAS
67
N.E.W. Advisory Services
Wisconsin
$321K +$72.9K +3,394 +29%
AssetMark Inc
68
AssetMark Inc
California
$283K +$16.7K +776 +6%
SFS
69
Security Financial Services
Indiana
$274K +$14.2K +661 +5%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$268K +$3.89K +181 +1%
CWA
71
Centennial Wealth Advisory
Michigan
$256K +$257K +11,956 New
WWM
72
Western Wealth Management
Colorado
$255K -$163K -7,600 -39%
WS
73
Wedbush Securities
California
$248K +$249K +11,583 New
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$244K +11,367 New
Comerica Bank
75
Comerica Bank
Texas
$241K +$242K +11,260 New
1 2
3
4 5

LGOV Hedge Fund Activity: Q1 2024 in Review

96 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2024, worth a combined $355M — up 57% from $227M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LGOV positions and 11 closed out — a net gain of 17 holders — while 47 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $18.5M. The largest seller was Ferguson Shapiro, cutting an estimated $6.62M.

  • 96 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2024, up from 81 in Q4 2023.
  • Funds reported $355M of First Trust Long Duration Opportunities ETF stock for Q1 2024, up 57% quarter-over-quarter.
  • 28 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2024 and 11 closed out, a net change of +17 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $18.5M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q1 2024 was Ferguson Shapiro, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.