LGOV icon

First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

126 hedge funds and large institutions have $484M invested in First Trust Long Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
52
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
+$14.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.2M
3
FH
FWG Holdings
Florida
+$7.82M
4
CWP
Cyndeo Wealth Partners
Florida
+$6.18M
5
AAP
Arax Advisory Partners
Colorado
+$5.54M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$13M
2
GIA
Gladstone Institutional Advisory
Florida
-$11.4M
3
OL
Owen LaRue
Kentucky
-$7.36M
4
Stifel Financial
Stifel Financial
Missouri
-$3.6M
5
SPC
Sigma Planning Corp
Michigan
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$589K -$93.2K -4,473 -14%
OMC
77
Old Mission Capital
Illinois
$577K +$577K +27,667 New
SWM
78
Spire Wealth Management
Virginia
$547K +$47K +2,255 +9%
LSIA
79
LaSalle St. Investment Advisors
Illinois
$491K +$491K +23,600 New
GRP
80
Global Retirement Partners
California
$479K -$1.13M -54,284 -70%
TI
81
TrueMark Investments
Illinois
$440K +$440K +21,106 New
FTUS
82
Flow Traders U.S.
New York
$419K +$419K +20,109 New
Jane Street
83
Jane Street
New York
$417K +$417K +20,003 New
PWM
84
Perigon Wealth Management
California
$398K +$210K +10,133 +112%
FS
85
Ferguson Shapiro
Georgia
$372K +$34K +1,632 +10%
CFGS
86
Concourse Financial Group Securities
Alabama
$353K +$21K +1,005 +6%
PS
87
Principal Securities
Iowa
$350K +$22.9K +1,099 +7%
RA
88
RFG Advisory
Alabama
$337K -$18.6K -891 -5%
GM
89
GeoWealth Management
Illinois
$328K -$446K -21,423 -58%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$295K +$70.1K +3,366 +31%
AWM
91
Apollon Wealth Management
South Carolina
$283K -$16K -770 -5%
MML Investors Services
92
MML Investors Services
Massachusetts
$272K -$70.4K -3,373 -21%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$271K -$7.02K -337 -3%
HGERS
94
Householder Group Estate & Retirement Specialist
Arizona
$257K +$218K +10,512 +565%
CT
95
Coastline Trust
Rhode Island
$246K -$88K -4,225 -26%
PCS
96
Private Client Services
Kentucky
$236K +$46.4K +2,227 +24%
BWA
97
BlueChip Wealth Advisors
Georgia
$232K +$232K +11,125 New
WMA
98
Wealth Management Associates
New Jersey
$228K -$67.9K -3,260 -23%
CWA
99
Clarus Wealth Advisors
Arizona
$225K -$2.69K -132 -1%
US Bancorp
100
US Bancorp
Minnesota
$221K +$52.1K +2,500 +31%
2 3
4
5 6