We are live on ! Find out more
LGOV icon

First Trust Long Duration Opportunities ETF

147 hedge funds and large institutions have $573M invested in First Trust Long Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

7% more funds holding

Funds holding: 138147 (+9)

4.76% more ownership

Funds ownership: 82.77%87.52% (+4.8%)

4% more capital invested

Capital invested by funds: $554M → $573M (+$19.7M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
21
Increased
66
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
76
Park Square Financial Group
Georgia
$498K +$51.1K +2,335 +11%
FIA
77
Foundations Investment Advisors
Arizona
$494K +$501K +22,886 New
RA
78
RFG Advisory
Alabama
$492K +$36.9K +1,686 +8%
APW
79
Aurora Private Wealth
New Jersey
$467K +$473K +21,614 New
FTUS
80
Flow Traders U.S.
New York
$450K -$407K -18,575 -47%
AI
81
Atria Investments
North Carolina
$448K +$63K +2,878 +16%
PWM
82
Perigon Wealth Management
California
$442K +$147K +6,699 +49%
BWM
83
BAM Wealth Management
Colorado
$442K +$234K +10,696 +109%
BWA
84
BlueChip Wealth Advisors
Georgia
$434K +$74.9K +3,421 +20%
PS
85
Principal Securities
Iowa
$400K +$44.2K +2,018 +12%
VAG
86
VisionPoint Advisory Group
Texas
$390K +$13.9K +633 +4%
RF
87
Rossby Financial
Florida
$385K +$17K +776 +5%
SWM
88
Spire Wealth Management
Virginia
$382K +$35.6K +1,624 +10%
IAN
89
Integrated Advisors Network
Texas
$344K -$60.6K -2,767 -15%
MML Investors Services
90
MML Investors Services
Massachusetts
$323K -$83.7K -3,822 -20%
PVI
91
Pine Valley Investments
New Jersey
$315K +$84.8K +3,874 +36%
KF
92
KKM Financial
Illinois
$312K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$312K -$85.7K -3,913 -21%
EH
94
Equitable Holdings
New York
$309K +$3.33K +152 +1%
Ameriprise
95
Ameriprise
Minnesota
$306K -$6.81K -311 -2%
TWP
96
Triad Wealth Partners
Kansas
$303K +$308K +14,056 New
JP Morgan Chase
97
JP Morgan Chase
New York
$300K -$61.6K -2,814 -17%
MWA
98
Medallion Wealth Advisors
Connecticut
$286K -$42.4K -1,935 -13%
NG
99
Novem Group
New York
$272K +$276K +12,588 New
Stifel Financial
100
Stifel Financial
Missouri
$255K -$53.9K -2,463 -17%