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First Trust Long Duration Opportunities ETF

111 hedge funds and large institutions have $381M invested in First Trust Long Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
49
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
101
Allworth Financial
California
$18.8K +$18.8K +880 New
HNB
102
Hilltop National Bank
Wyoming
$14.5K +$14.5K +690 New
NS
103
NBC Securities
Alabama
$11K
CIAS
104
Capital Investment Advisory Services
North Carolina
$5.8K
WWM
105
Wagner Wealth Management
South Carolina
$5.72K +$3.83K +182 +202%
GI
106
Gradient Investments
Minnesota
$1.54K +$1.54K +73 New
CAM
107
Creekmur Asset Management
Illinois
$1.47K
FHC
108
First Heartland Consultants
Missouri
$725 -$4.79K -227,802 -87%
DFA
109
DHJJ Financial Advisors
Illinois
$106
Wells Fargo
110
Wells Fargo
California
$32 +$16 +1 +100%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$21
IGWM
112
ICA Group Wealth Management
Colorado
-$4.45M -208,219 Closed
CIA
113
Concurrent Investment Advisors
Florida
-$1.38M -64,627 Closed
MA
114
Mutual Advisors
Nebraska
-$761K -35,611 Closed
CCIA
115
Cherry Creek Investment Advisors
Colorado
-$516K -24,133 Closed
NEWAS
116
N.E.W. Advisory Services
Wisconsin
-$321K -15,017 Closed
SFS
117
Security Financial Services
Indiana
-$274K -12,831 Closed
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
-$49K -2,303 Closed
S
119
SignatureFD
Georgia
-$11.5K -536 Closed
FGAM
120
Financial Gravity Asset Management
Texas
-$7.81K -365 Closed