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First Trust Long Duration Opportunities ETF

138 hedge funds and large institutions have $554M invested in First Trust Long Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 125138 (+13)

2% more capital invested

Capital invested by funds: $540M → $554M (+$13.5M)

0.67% more ownership

Funds ownership: 82.1%82.77% (+0.67%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
61
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$1.15M +$32.9K +1,496 +3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.1M -$10.5M -476,712 -90%
AIP
53
Ameritas Investment Partners
Nebraska
$965K +$49.3K +2,242 +5%
SOS
54
Silver Oak Securities
Tennessee
$880K +$12.6K +573 +1%
FTUS
55
Flow Traders U.S.
New York
$861K +$867K +39,447 New
SCA
56
Snowden Capital Advisors
New York
$838K -$8.71K -396 -1%
MW
57
Maia Wealth
Colorado
$794K -$160K -7,284 -17%
Citadel Advisors
58
Citadel Advisors
Florida
$748K -$1.83M -83,122 -71%
AAP
59
Arax Advisory Partners
Colorado
$740K +$745K +33,885 New
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$723K +$945 +43 +0.1%
KPWS
61
Kestra Private Wealth Services
Texas
$707K +$57.6K +2,618 +9%
IA
62
IFP Advisors
Florida
$676K -$45.3K -2,062 -6%
PFA
63
Pinnacle Family Advisors
Missouri
$663K -$12.4K -563 -2%
WWM
64
Western Wealth Management
Colorado
$658K +$82.8K +3,768 +14%
SA
65
Sanctuary Advisors
Indiana
$653K +$3.91K +178 +0.6%
BAM
66
Belpointe Asset Management
Nevada
$652K -$187K -8,488 -22%
FCA
67
Fortis Capital Advisors
Kansas
$652K -$187K -8,488 -22%
HI
68
Harbour Investments
Wisconsin
$627K +$14.9K +679 +2%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$585K +$11.5K +522 +2%
CAS
70
Coppell Advisory Solutions
Texas
$559K +$48.3K +2,196 +9%
LSIA
71
LaSalle St. Investment Advisors
Illinois
$556K -$5.23K -238 -0.9%
SPIA
72
Steward Partners Investment Advisory
New York
$528K +$6.79K +309 +1%
RA
73
RFG Advisory
Alabama
$461K +$15.6K +710 +3%
PAS
74
Park Avenue Securities
New York
$461K +$68.2K +3,104 +17%
PSFG
75
Park Square Financial Group
Georgia
$432K -$304K -13,811 -40%

LGOV Hedge Fund Activity: Q4 2025 in Review

138 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2025, worth a combined $554M — up 2.5% from $540M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LGOV positions and 8 closed out — a net gain of 14 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Tidemark, opening a new position worth an estimated $12.4M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.5M.

  • 138 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2025, up from 125 in Q3 2025.
  • Funds reported $554M of First Trust Long Duration Opportunities ETF stock for Q4 2025, up 2.5% quarter-over-quarter.
  • 22 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2025 and 8 closed out, a net change of +14 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2025 was Tidemark, an estimated $12.4M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.