LGOV icon

First Trust Long Duration Opportunities ETF

111 hedge funds and large institutions have $381M invested in First Trust Long Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
49
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$277K +$277K +13,179 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$272K +$8.75K +416 +3%
AWG
78
Altus Wealth Group
Colorado
$267K -$150K -7,147 -36%
Comerica Bank
79
Comerica Bank
Texas
$251K +$14.5K +691 +6%
CWA
80
Clarus Wealth Advisors
Arizona
$241K -$364K -17,129 -60%
CWP
81
Core Wealth Partners
California
$238K +$26.6K +1,263 +13%
OFS
82
OneAscent Financial Services
Alabama
$232K +$232K +11,020 New
PA
83
PFG Advisors
Arizona
$224K +$224K +10,660 New
MWM
84
MBE Wealth Management
Wisconsin
$213K
WWM
85
Western Wealth Management
Colorado
$212K -$38.2K -1,815 -15%
CWA
86
Centennial Wealth Advisory
Michigan
$212K -$39.1K -1,860 -16%
PS
87
Principal Securities
Iowa
$208K +$176K +8,370 +545%
GVAG
88
Great Valley Advisor Group
Delaware
$206K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$122K +$122K +5,686 New
CF
90
Centaurus Financial
California
$112K +$112K +5,345 New
TAM
91
Tucker Asset Management
Colorado
$84.2K +$67.7K +3,218 +408%
MSWM
92
Mowery & Schoenfeld Wealth Management
Illinois
$54.7K +$54.7K +2,603 New
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$52.8K +$52.8K +2,510 New
IAIM
94
International Assets Investment Management
Florida
$52.6K +$52.6K +2,500 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$50.1K +$50.1K +2,383 New
PTC
96
Private Trust Company
Ohio
$48.9K
LFG
97
Larson Financial Group
Missouri
$46.3K
RCM
98
Raleigh Capital Management
North Carolina
$44.1K +$442 +21 +1%
BCMLT
99
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.6K
BEI
100
Benjamin Edwards Inc
Missouri
$24K -$4.21K -200 -15%