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First Trust Long Duration Opportunities ETF

117 hedge funds and large institutions have $497M invested in First Trust Long Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
60
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
76
RFG Advisory
Alabama
$382K +$7.89K +352 +2%
MML Investors Services
77
MML Investors Services
Massachusetts
$368K +$72.5K +3,233 +25%
FS
78
Ferguson Shapiro
Georgia
$363K -$74.5K -3,324 -17%
CT
79
Coastline Trust
Rhode Island
$359K -$38.5K -1,720 -10%
CFGS
80
Concourse Financial Group Securities
Alabama
$356K -$22.2K -990 -6%
PS
81
Principal Securities
Iowa
$352K +$130K +5,800 +59%
WS
82
Wedbush Securities
California
$334K +$35K +1,565 +12%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$12.7K +569 +4%
AWM
84
Apollon Wealth Management
South Carolina
$321K +$4.19K +187 +1%
WMA
85
Wealth Management Associates
New Jersey
$318K +$318K +14,185 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$299K +$9.18K +410 +3%
AWG
87
Altus Wealth Group
Colorado
$282K -$2.78K -124 -1%
Comerica Bank
88
Comerica Bank
Texas
$267K -$896 -40 -0.3%
CAM
89
Concorde Asset Management
Michigan
$248K +$248K +11,057 New
CWA
90
Clarus Wealth Advisors
Arizona
$244K -$4.32K -198 -2%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$242K +$189K +8,425 +354%
GVAG
92
Great Valley Advisor Group
Delaware
$229K +$9.63K +430 +4%
MWM
93
MBE Wealth Management
Wisconsin
$227K
IWC
94
Integrated Wealth Concepts
Massachusetts
$219K -$308K -13,770 -58%
KA
95
Kovack Advisors
Florida
$210K +$210K +9,354 New
PCS
96
Private Client Services
Kentucky
$204K +$204K +9,115 New
PWM
97
Perigon Wealth Management
California
$202K +$202K +9,010 New
US Bancorp
98
US Bancorp
Minnesota
$182K +$182K +8,128 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$155K +$155K +6,939 New
CF
100
Centaurus Financial
California
$120K