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First Trust Long Duration Opportunities ETF
LGOV

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: 138 → 147 (+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: 6 → 5 (-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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.75M
3
LPL Financial
LPL Financial
California
+$8.25M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.55M
5
CWA
Centennial Wealth Advisory
Michigan
+$4.5M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
-$19.4M
2
FEG
Financial Enhancement Group
Indiana
-$6.01M
3
Raymond James Financial
Raymond James Financial
Florida
-$5.26M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$3.55M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
101
World Investment Advisors
California
$223K +$350 +16 +0.2%
WMA
102
Wealth Management Associates
New Jersey
$219K – – –
MWM
103
MBE Wealth Management
Wisconsin
$219K – – –
HSA
104
HBK Sorce Advisory
Pennsylvania
$215K -$105K -4,800 -33%
US Bancorp
105
US Bancorp
Minnesota
$175K -$239K -10,923 -57%
CF
106
Centaurus Financial
California
$175K -$24.7K -1,128 -12%
GWM
107
Geneos Wealth Management
Colorado
$168K -$2.71K -124 -2%
SIS
108
Sound Income Strategies
Florida
$125K -$8.96K -409 -7%
PTC
109
Private Trust Company
Ohio
$93.3K +$10.4K +477 +12%
PB
110
Pinnacle Bancorp
Nebraska
$89.5K +$24.6K +1,122 +37%
SIM
111
Synergy Investment Management
Florida
$81.9K +$83.1K +3,797 New
ASN
112
Advisory Services Network
Georgia
$60.4K +$61.3K +2,798 New
LFG
113
Larson Financial Group
Missouri
$47.5K – – –
NFSG
114
Newbridge Financial Services Group
Florida
$45.8K -$62.7K -2,865 -57%
RCM
115
Raleigh Capital Management
North Carolina
$41.6K +$10.2K +464 +32%
MPG
116
My Portfolio Guide
California
$35.8K +$36.4K +1,661 New
Wells Fargo
117
Wells Fargo
California
$32.4K -$176K -8,035 -84%
Q1WB
118
Quest 10 Wealth Builders
Virginia
$26.5K -$1.58K -72 -6%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$25K +$25.4K +1,159 New
AF
120
Allworth Financial
California
$20.4K +$219 +10 +1%
NS
121
NBC Securities
Alabama
$15.6K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$14.6K – – –
MAS
123
MPWM Advisory Solutions
Georgia
$13.9K +$3.13K +143 +29%
LWMI
124
Legacy Wealth Management (Idaho)
Idaho
$12.2K – – –
MWA
125
Merkkuri Wealth Advisors
New York
$11K +$11.2K +512 New
3 4
5
6 7

LGOV Hedge Fund Activity: Q1 2026 in Review

147 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2026, worth a combined $573M — up 3.5% from $554M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGOV positions and 9 closed out — a net gain of 12 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Comprehensive Wealth Management, cutting an estimated $19.4M.

  • 147 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2026, up from 138 in Q4 2025.
  • Funds reported $573M of First Trust Long Duration Opportunities ETF stock for Q1 2026, up 3.5% quarter-over-quarter.
  • 21 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2026 and 9 closed out, a net change of +12 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q1 2026 was Morgan Stanley, an estimated $10.2M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q1 2026 was Comprehensive Wealth Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2026.