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First Trust Long Duration Opportunities ETF

131 hedge funds and large institutions have $535M invested in First Trust Long Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $490M → $535M (+$45.7M)

2% more funds holding

Funds holding: 128131 (+3)

0.58% more ownership

Funds ownership: 80.37%80.96% (+0.58%)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
1.76%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
21
Increased
50
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
76
NewEdge Wealth
Pennsylvania
$677K -$66.4K -3,143 -9%
KPWS
77
Kestra Private Wealth Services
Texas
$568K -$38.9K -1,843 -7%
SWM
78
Spire Wealth Management
Virginia
$558K -$5.49K -260 -1%
GWM
79
Geneos Wealth Management
Colorado
$519K -$1.82M -85,964 -78%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$510K +$501K +23,721 New
LSIA
81
LaSalle St. Investment Advisors
Illinois
$500K -$7.12K -337 -1%
IAN
82
Integrated Advisors Network
Texas
$480K -$138K -6,556 -23%
PWM
83
Perigon Wealth Management
California
$438K +$26.3K +1,244 +6%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$426K +$143K +6,783 +52%
MML Investors Services
85
MML Investors Services
Massachusetts
$406K +$123K +5,822 +45%
Ameriprise
86
Ameriprise
Minnesota
$401K -$237K -11,230 -38%
JP Morgan Chase
87
JP Morgan Chase
New York
$401K +$339K +16,050 +620%
FS
88
Ferguson Shapiro
Georgia
$396K +$11.7K +556 +3%
BWA
89
BlueChip Wealth Advisors
Georgia
$359K +$118K +5,575 +50%
RA
90
RFG Advisory
Alabama
$354K +$6.59K +312 +2%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$351K +$45.8K +2,169 +15%
PS
92
Principal Securities
Iowa
$350K
OMC
93
Old Mission Capital
Illinois
$344K -$246K -11,650 -42%
GM
94
GeoWealth Management
Illinois
$331K -$6.46K -306 -2%
HSA
95
HBK Sorce Advisory
Pennsylvania
$315K +$309K +14,650 New
AWM
96
Apollon Wealth Management
South Carolina
$299K +$6.72K +318 +2%
Stifel Financial
97
Stifel Financial
Missouri
$265K -$674K -31,934 -72%
PCS
98
Private Client Services
Kentucky
$251K +$6.91K +327 +3%
WMA
99
Wealth Management Associates
New Jersey
$235K +$106 +5 +0%
MWA
100
Medallion Wealth Advisors
Connecticut
$231K +$226K +10,688 New

LGOV Hedge Fund Activity: Q1 2025 in Review

131 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2025, worth a combined $535M — up 9.3% from $490M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGOV positions and 16 closed out — a net gain of 5 holders — while 50 added to existing stakes and 54 trimmed.

The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $9.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.2M sold.

  • 131 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $535M of First Trust Long Duration Opportunities ETF stock for Q1 2025, up 9.3% quarter-over-quarter.
  • 21 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2025 and 16 closed out, a net change of +5 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q1 2025 was Comprehensive Wealth Management, an estimated $9.33M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q1 2025 was Citadel Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.