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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

126 hedge funds and large institutions have $484M invested in First Trust Long Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
52
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
+$14.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.2M
3
FH
FWG Holdings
Florida
+$7.82M
4
CWP
Cyndeo Wealth Partners
Florida
+$6.18M
5
AAP
Arax Advisory Partners
Colorado
+$5.54M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$13M
2
GIA
Gladstone Institutional Advisory
Florida
-$11.4M
3
OL
Owen LaRue
Kentucky
-$7.36M
4
Stifel Financial
Stifel Financial
Missouri
-$3.6M
5
SPC
Sigma Planning Corp
Michigan
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Accel Wealth Management
Iowa
$1.61M +$105K +5,062 +7%
IA
52
IFG Advisory
Georgia
$1.55M -$736K -35,328 -32%
IA
53
IFP Advisors
Florida
$1.5M -$163K -7,843 -10%
IRC
54
Investors Research Corp
Georgia
$1.39M -$4.63K -222 -0.3%
IAA
55
Independent Advisor Alliance
North Carolina
$1.39M +$1.39M +66,840 New
PFA
56
Pinnacle Family Advisors
Missouri
$1.31M +$60.3K +2,894 +5%
GWP
57
Gateway Wealth Partners
Wisconsin
$1.14M -$24.7K -1,187 -2%
CWA
58
Centennial Wealth Advisory
Michigan
$1.09M +$590K +28,306 +118%
MW
59
Maia Wealth
Colorado
$1.04M +$120K +5,720 +13%
PAS
60
Park Avenue Securities
New York
$977K -$25K -1,201 -2%
Truist Financial
61
Truist Financial
North Carolina
$971K -$428K -20,542 -31%
SCA
62
Snowden Capital Advisors
New York
$949K -$59.1K -2,837 -6%
PA
63
PFG Advisors
Arizona
$943K +$373K +17,893 +65%
CIA
64
Concurrent Investment Advisors
Florida
$928K +$928K +44,531 New
Stifel Financial
65
Stifel Financial
Missouri
$922K -$3.6M -172,899 -80%
CFD
66
Creative Financial Designs
Indiana
$907K -$64.5K -3,094 -7%
SA
67
Sanctuary Advisors
Indiana
$869K +$44.8K +2,135 +5%
OC
68
Oppenheimer & Co
New York
$861K -$1.52K -73 -0.2%
AI
69
Atria Investments
North Carolina
$835K +$2.63K +126 +0.3%
CWP
70
Core Wealth Partners
California
$821K -$12.1K -580 -1%
NW
71
NewEdge Wealth
Pennsylvania
$722K -$40K -1,921 -5%
Goldman Sachs
72
Goldman Sachs
New York
$678K +$678K +32,516 New
AIP
73
Ameritas Investment Partners
Nebraska
$637K +$66.8K +3,206 +12%
Ameriprise
74
Ameriprise
Minnesota
$623K +$623K +29,884 New
IAN
75
Integrated Advisors Network
Texas
$602K +$28.2K +1,353 +5%
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