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First Trust Long Duration Opportunities ETF

126 hedge funds and large institutions have $528M invested in First Trust Long Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$519K
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$510K
LSIA
78
LaSalle St. Investment Advisors
Illinois
$500K
IAN
79
Integrated Advisors Network
Texas
$480K
PWM
80
Perigon Wealth Management
California
$438K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$426K
MML Investors Services
82
MML Investors Services
Massachusetts
$406K
Ameriprise
83
Ameriprise
Minnesota
$401K
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$401K
FS
85
Ferguson Shapiro
Georgia
$396K
BWA
86
BlueChip Wealth Advisors
Georgia
$359K
RA
87
RFG Advisory
Alabama
$354K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$351K
PS
89
Principal Securities
Iowa
$350K
OMC
90
Old Mission Capital
Illinois
$344K
GM
91
GeoWealth Management
Illinois
$331K
HSA
92
HBK Sorce Advisory
Pennsylvania
$315K
AWM
93
Apollon Wealth Management
South Carolina
$299K
Stifel Financial
94
Stifel Financial
Missouri
$265K
PCS
95
Private Client Services
Kentucky
$251K
WMA
96
Wealth Management Associates
New Jersey
$235K
TI
97
TrueMark Investments
Illinois
$227K
HAS
98
HBW Advisory Services
California
$223K
MWM
99
MBE Wealth Management
Wisconsin
$218K
SIM
100
Synergy Investment Management
Florida
$197K