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First Trust Long Duration Opportunities ETF

96 hedge funds and large institutions have $355M invested in First Trust Long Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
47
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CASC
76
Coppell Advisory Solutions Corp
Texas
$220K +$220K +10,312 New
MWM
77
MBE Wealth Management
Wisconsin
$217K
CWP
78
Core Wealth Partners
California
$215K +$215K +10,073 New
GVAG
79
Great Valley Advisor Group
Delaware
$210K -$6.63K -310 -3%
PTC
80
Private Trust Company
Ohio
$49.8K -$3.19K -149 -6%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$49K +$49K +2,303 New
LFG
82
Larson Financial Group
Missouri
$47K
RCM
83
Raleigh Capital Management
North Carolina
$44.4K +$44.4K +2,077 New
BCMLT
84
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.2K -$4.28K -200 -11%
PS
85
Principal Securities
Iowa
$32.8K +$28.1K +1,315 +595%
BEI
86
Benjamin Edwards Inc
Missouri
$29K +$29K +1,339 New
TAM
87
Tucker Asset Management
Colorado
$16.8K +$2.2K +103 +15%
S
88
SignatureFD
Georgia
$11.5K +$11.5K +536 New
NS
89
NBC Securities
Alabama
$11K +$11K +560 New
FGAM
90
Financial Gravity Asset Management
Texas
$7.81K -$16.8K -785 -68%
CIAS
91
Capital Investment Advisory Services
North Carolina
$5.9K +$5.9K +276 New
WWM
92
Wagner Wealth Management
South Carolina
$1.92K -$2.8K -131 -59%
CAM
93
Creekmur Asset Management
Illinois
$1.5K +$513 +24 +52%
DFA
94
DHJJ Financial Advisors
Illinois
$107
Wells Fargo
95
Wells Fargo
California
$21
Fidelity Investments
96
Fidelity Investments
Massachusetts
$21 +$21 +1 New
OMC
97
Old Mission Capital
Illinois
-$855K -38,625 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$745K -33,666 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$540K -24,421 Closed
GWP
100
Gateway Wealth Partners
Wisconsin
-$404K -18,237 Closed