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First Trust Long Duration Opportunities ETF

125 hedge funds and large institutions have $540M invested in First Trust Long Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.83% more ownership

Funds ownership: 77.26%82.1% (+4.8%)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

1% less capital invested

Capital invested by funds: $544M → $540M (-$4.17M)

7% less funds holding

Funds holding: 135125 (-10)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
125
Holders Change
-10
Holders Change %
-7.41%
% of All Funds
1.64%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
52
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$386K +$74.3K +3,462 +24%
RF
77
Rossby Financial
Florida
$382K +$279K +13,013 +293%
MML Investors Services
78
MML Investors Services
Massachusetts
$370K +$26.3K +1,227 +8%
JP Morgan Chase
79
JP Morgan Chase
New York
$370K -$1.42K -66 -0.4%
AI
80
Atria Investments
North Carolina
$366K -$32.8K -1,528 -8%
BWA
81
BlueChip Wealth Advisors
Georgia
$363K
IG
82
IFS Group
Pennsylvania
$354K +$348K +16,197 New
PS
83
Principal Securities
Iowa
$350K -$10.9K -506 -3%
SWM
84
Spire Wealth Management
Virginia
$348K -$56.2K -2,616 -14%
HSA
85
HBK Sorce Advisory
Pennsylvania
$326K +$2.47K +115 +0.8%
US Bancorp
86
US Bancorp
Minnesota
$324K -$35.3K -1,644 -10%
GWP
87
Gateway Wealth Partners
Wisconsin
$323K -$38.8K -1,809 -11%
Ameriprise
88
Ameriprise
Minnesota
$319K -$57.6K -2,684 -15%
PA
89
PFG Advisors
Arizona
$299K -$177K -8,239 -37%
MWA
90
Medallion Wealth Advisors
Connecticut
$280K +$16.1K +752 +6%
PWM
91
Perigon Wealth Management
California
$272K -$4.55K -212 -2%
AAS
92
Asset Allocation Strategies
Michigan
$261K +$16.9K +788 +7%
GRP
93
Global Retirement Partners
California
$252K -$255K -11,878 -51%
SG
94
StoneX Group
New York
$232K +$229K +10,685 New
WMA
95
Wealth Management Associates
New Jersey
$221K
MWM
96
MBE Wealth Management
Wisconsin
$221K
Wells Fargo
97
Wells Fargo
California
$204K +$202K +9,391 +939,100%
PVI
98
Pine Valley Investments
New Jersey
$202K +$199K +9,290 New
TAM
99
Tucker Asset Management
Colorado
$158K -$39.4K -1,837 -20%
GWM
100
Geneos Wealth Management
Colorado
$156K

LGOV Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2025, worth a combined $540M — down 0.77% from $544M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LGOV and 12 opened new positions — a net loss of 7 holders — while 49 trimmed existing stakes and 52 added.

The largest buyer was LPL Financial, adding an estimated $16.7M. The largest seller was Brookwood Investment Group, exiting entirely with an estimated $10.9M sold.

  • 125 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2025, down from 135 in Q2 2025.
  • Funds reported $540M of First Trust Long Duration Opportunities ETF stock for Q3 2025, down 0.77% quarter-over-quarter.
  • 12 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2025 and 19 closed out, a net change of -7 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q3 2025 was LPL Financial, an estimated $16.7M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q3 2025 was Brookwood Investment Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2025.