LGOV icon

First Trust Long Duration Opportunities ETF

129 hedge funds and large institutions have $537M invested in First Trust Long Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
14
Increased
44
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
76
Global Retirement Partners
California
$503K +$503K +23,478 New
PA
77
PFG Advisors
Arizona
$471K -$266K -12,404 -36%
SPIA
78
Steward Partners Investment Advisory
New York
$459K +$459K +21,409 New
WWM
79
Western Wealth Management
Colorado
$421K -$1.83M -85,633 -81%
RA
80
RFG Advisory
Alabama
$407K +$54.5K +2,545 +15%
FS
81
Ferguson Shapiro
Georgia
$400K +$6.15K +287 +2%
SWM
82
Spire Wealth Management
Virginia
$399K -$157K -7,340 -28%
AI
83
Atria Investments
North Carolina
$393K -$470K -21,919 -54%
PAS
84
Park Avenue Securities
New York
$385K -$549K -25,594 -59%
Ameriprise
85
Ameriprise
Minnesota
$372K -$27.5K -1,284 -7%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$366K -$33.6K -1,568 -8%
BWA
87
BlueChip Wealth Advisors
Georgia
$358K
GWP
88
Gateway Wealth Partners
Wisconsin
$357K -$954K -44,541 -73%
PS
89
Principal Securities
Iowa
$355K -$4.65K -217 -1%
US Bancorp
90
US Bancorp
Minnesota
$355K +$180K +8,425 +104%
QC
91
Quadrature Capital
United Kingdom
$347K +$347K +16,214 New
AWM
92
Apollon Wealth Management
South Carolina
$342K +$44K +2,056 +15%
MML Investors Services
93
MML Investors Services
Massachusetts
$338K -$65.8K -3,074 -16%
HSA
94
HBK Sorce Advisory
Pennsylvania
$314K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$306K -$44.3K -2,066 -13%
PWM
96
Perigon Wealth Management
California
$273K -$164K -7,664 -38%
Stifel Financial
97
Stifel Financial
Missouri
$266K +$1.82K +85 +0.7%
PCS
98
Private Client Services
Kentucky
$245K -$4.73K -221 -2%
AAS
99
Asset Allocation Strategies
Michigan
$240K +$240K +11,202 New
HAS
100
HBW Advisory Services
California
$222K +$171 +8 +0.1%