We are live on ! Find out more
LGOV icon

First Trust Long Duration Opportunities ETF

147 hedge funds and large institutions have $573M invested in First Trust Long Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

7% more funds holding

Funds holding: 138147 (+9)

4.76% more ownership

Funds ownership: 82.77%87.52% (+4.8%)

4% more capital invested

Capital invested by funds: $554M → $573M (+$19.7M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
21
Increased
66
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
51
Investors Research Corp
Georgia
$1.41M
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.32M +$26.6K +1,217 +2%
Truist Financial
53
Truist Financial
North Carolina
$1.28M -$310K -14,146 -19%
KPWS
54
Kestra Private Wealth Services
Texas
$1.26M +$571K +26,086 +80%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.16M +$25.1K +1,147 +2%
AIP
56
Ameritas Investment Partners
Nebraska
$988K +$35.8K +1,633 +4%
PAS
57
Park Avenue Securities
New York
$857K +$407K +18,609 +88%
SCA
58
Snowden Capital Advisors
New York
$852K +$24.4K +1,116 +3%
AAP
59
Arax Advisory Partners
Colorado
$731K +$22 +1 +0%
GWP
60
Gateway Wealth Partners
Wisconsin
$717K +$417K +19,048 +134%
MW
61
Maia Wealth
Colorado
$706K -$67.5K -3,085 -9%
WWM
62
Western Wealth Management
Colorado
$677K +$26.9K +1,230 +4%
SA
63
Sanctuary Advisors
Indiana
$669K +$23.6K +1,079 +4%
FA
64
Faithward Advisors
Pennsylvania
$666K +$115K +5,254 +44%
PFA
65
Pinnacle Family Advisors
Missouri
$638K -$17.2K -785 -3%
Goldman Sachs
66
Goldman Sachs
New York
$630K +$639K +29,199 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$590K +$12.2K +556 +2%
HI
68
Harbour Investments
Wisconsin
$589K -$30.7K -1,403 -5%
SPIA
69
Steward Partners Investment Advisory
New York
$564K +$42.9K +1,960 +8%
IAA
70
Independent Advisor Alliance
North Carolina
$557K +$565K +25,822 New
PEWA
71
Pacific Excel Wealth Advisors
California
$554K +$255K +11,666 +83%
LSIA
72
LaSalle St. Investment Advisors
Illinois
$546K -$3.74K -171 -0.7%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$542K -$176K -8,019 -24%
IG
74
IFS Group
Pennsylvania
$517K +$525K +23,975 New
IA
75
IFP Advisors
Florida
$505K -$165K -7,549 -24%