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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

111 hedge funds and large institutions have $381M invested in First Trust Long Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
49
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$40.1M
2
HighTower Advisors
HighTower Advisors
Illinois
$16.9M
3
Morgan Stanley
Morgan Stanley
New York
$21.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$5.05M
5
AWS
Atria Wealth Solutions
New York
$22.2M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$4.12M
2
IGWM
ICA Group Wealth Management
Colorado
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.4M
4
CIA
Concurrent Investment Advisors
Florida
$0
5
HI
Harbour Investments
Wisconsin
$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$1.05M +$125K +5,934 +14%
IWM
52
Iams Wealth Management
Nebraska
$1.03M +$534K +25,406 +108%
SCA
53
Snowden Capital Advisors
New York
$994K +$603K +28,665 +154%
CFD
54
Creative Financial Designs
Indiana
$969K -$7.28K -346 -0.7%
MW
55
Maia Wealth
Colorado
$880K +$880K +41,216 New
NW
56
NewEdge Wealth
Pennsylvania
$880K -$10.5K -499 -1%
AI
57
Atria Investments
North Carolina
$841K -$180K -8,545 -18%
Stifel Financial
58
Stifel Financial
Missouri
$834K +$834K +39,676 New
KPWS
59
Kestra Private Wealth Services
Texas
$804K +$804K +38,223 New
GM
60
GeoWealth Management
Illinois
$760K +$49.2K +2,338 +7%
OC
61
Oppenheimer & Co
New York
$729K +$353K +16,763 +94%
IAN
62
Integrated Advisors Network
Texas
$721K -$38.4K -1,824 -5%
SA
63
Sanctuary Advisors
Indiana
$676K +$676K +33,382 New
FPWM
64
FSB Premier Wealth Management
Iowa
$595K +$595K +28,278 New
SWM
65
Spire Wealth Management
Virginia
$593K +$593K +28,207 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$496K -$55.7K -2,648 -10%
GRP
67
Global Retirement Partners
California
$484K +$484K +23,036 New
OMC
68
Old Mission Capital
Illinois
$453K +$453K +21,520 New
FS
69
Ferguson Shapiro
Georgia
$411K +$2.86K +136 +0.7%
CT
70
Coastline Trust
Rhode Island
$374K -$97.8K -4,650 -21%
CFGS
71
Concourse Financial Group Securities
Alabama
$355K -$46.6K -2,217 -12%
RA
72
RFG Advisory
Alabama
$351K +$351K +16,702 New
AWM
73
Apollon Wealth Management
South Carolina
$298K +$298K +14,158 New
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$298K +$58.7K +2,790 +25%
WS
75
Wedbush Securities
California
$281K +$37.3K +1,773 +15%
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