We are live on ! Find out more
LGOV icon

First Trust Long Duration Opportunities ETF

125 hedge funds and large institutions have $540M invested in First Trust Long Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.83% more ownership

Funds ownership: 77.26%82.1% (+4.8%)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

1% less capital invested

Capital invested by funds: $544M → $540M (-$4.17M)

7% less funds holding

Funds holding: 135125 (-10)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
125
Holders Change
-10
Holders Change %
-7.41%
% of All Funds
1.64%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
52
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$1.04M +$27.9K +1,302 +3%
Jane Street
52
Jane Street
New York
$983K -$7.5M -349,511 -89%
MW
53
Maia Wealth
Colorado
$947K -$19.4K -902 -2%
AIP
54
Ameritas Investment Partners
Nebraska
$912K +$54K +2,517 +6%
SOS
55
Silver Oak Securities
Tennessee
$859K +$848K +39,507 New
SCA
56
Snowden Capital Advisors
New York
$843K -$150K -7,005 -15%
BAM
57
Belpointe Asset Management
Nevada
$835K -$89.1K -4,152 -10%
FCA
58
Fortis Capital Advisors
Kansas
$835K -$89.1K -4,152 -10%
PSFG
59
Park Square Financial Group
Georgia
$751K -$489K -22,772 -40%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$720K -$53.1K -2,472 -7%
IA
61
IFP Advisors
Florida
$718K -$2.98M -138,602 -81%
SPC
62
Sigma Planning Corp
Michigan
$693K -$585K -27,269 -46%
PFA
63
Pinnacle Family Advisors
Missouri
$673K -$772K -35,946 -54%
KPWS
64
Kestra Private Wealth Services
Texas
$648K +$3.28K +153 +0.5%
SA
65
Sanctuary Advisors
Indiana
$647K +$56.7K +2,640 +10%
HI
66
Harbour Investments
Wisconsin
$610K -$7.64M -355,931 -93%
WWM
67
Western Wealth Management
Colorado
$574K +$144K +6,710 +34%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$572K +$15.8K +736 +3%
LSIA
69
LaSalle St. Investment Advisors
Illinois
$559K -$4.25K -198 -0.8%
IAN
70
Integrated Advisors Network
Texas
$550K +$10.2K +477 +2%
SPIA
71
Steward Partners Investment Advisory
New York
$520K +$53.4K +2,489 +12%
CAS
72
Coppell Advisory Solutions
Texas
$508K -$158K -7,359 -24%
RA
73
RFG Advisory
Alabama
$444K +$30K +1,398 +7%
FS
74
Ferguson Shapiro
Georgia
$394K -$12.6K -589 -3%
PAS
75
Park Avenue Securities
New York
$392K +$1.44K +67 +0.4%

LGOV Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2025, worth a combined $540M — down 0.77% from $544M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LGOV and 12 opened new positions — a net loss of 7 holders — while 49 trimmed existing stakes and 52 added.

The largest buyer was LPL Financial, adding an estimated $16.7M. The largest seller was Brookwood Investment Group, exiting entirely with an estimated $10.9M sold.

  • 125 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2025, down from 135 in Q2 2025.
  • Funds reported $540M of First Trust Long Duration Opportunities ETF stock for Q3 2025, down 0.77% quarter-over-quarter.
  • 12 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2025 and 19 closed out, a net change of -7 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q3 2025 was LPL Financial, an estimated $16.7M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q3 2025 was Brookwood Investment Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2025.