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First Trust Long Duration Opportunities ETF

129 hedge funds and large institutions have $537M invested in First Trust Long Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
14
Increased
44
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
101
Wealth Management Associates
New Jersey
$218K -$16.4K -765 -7%
MWM
102
MBE Wealth Management
Wisconsin
$217K
FA
103
Faithward Advisors
Pennsylvania
$217K +$217K +10,111 New
GM
104
GeoWealth Management
Illinois
$190K -$140K -6,528 -42%
GWM
105
Geneos Wealth Management
Colorado
$154K -$363K -16,945 -70%
CF
106
Centaurus Financial
California
$106K
RF
107
Rossby Financial
Florida
$95.3K +$107 +5 +0.1%
Comerica Bank
108
Comerica Bank
Texas
$84.4K -$30.7K -1,435 -27%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$56K +$27K +1,254 +93%
PTC
110
Private Trust Company
Ohio
$54.4K -$14.6K -682 -21%
LFG
111
Larson Financial Group
Missouri
$47.1K
CFD
112
Creative Financial Designs
Indiana
$41.7K -$1.39K -65 -3%
RCM
113
Raleigh Capital Management
North Carolina
$30.8K -$15.3K -713 -33%
AF
114
Allworth Financial
California
$19.6K +$193 +9 +1%
PB
115
Pinnacle Bancorp
Nebraska
$15.8K +$15.8K +737 New
NS
116
NBC Securities
Alabama
$15K +$3.38K +163 +29%
LWMI
117
Legacy Wealth Management (Idaho)
Idaho
$12.1K
LIS
118
Legacy Investment Solutions
Idaho
$12.1K +$12.1K +566 New
MAS
119
MPWM Advisory Solutions
Georgia
$10.7K +$10.7K +500 New
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.57K
AAS
121
Ameritas Advisory Services
Nebraska
$8.25K +$8.25K +385 New
ANBT
122
American National Bank & Trust
Texas
$5.61K
UBS Group
123
UBS Group
Switzerland
$4.63K +$1.35K +63 +41%
T
124
Transce3nd
Texas
$3.13K
WWM
125
Wagner Wealth Management
South Carolina
$1.67K -$6.12K -285 -79%