LGOV icon

First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

126 hedge funds and large institutions have $484M invested in First Trust Long Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
52
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
+$14.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.2M
3
FH
FWG Holdings
Florida
+$7.82M
4
CWP
Cyndeo Wealth Partners
Florida
+$6.18M
5
AAP
Arax Advisory Partners
Colorado
+$5.54M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$13M
2
GIA
Gladstone Institutional Advisory
Florida
-$11.4M
3
OL
Owen LaRue
Kentucky
-$7.36M
4
Stifel Financial
Stifel Financial
Missouri
-$3.6M
5
SPC
Sigma Planning Corp
Michigan
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
MBE Wealth Management
Wisconsin
$212K – – –
HF
102
HRT Financial
New York
$202K +$202K +9,708 New
SIM
103
Synergy Investment Management
Florida
$174K +$174K +8,361 New
UBS Group
104
UBS Group
Switzerland
$133K +$133K +6,388 New
Comerica Bank
105
Comerica Bank
Texas
$120K -$128K -6,148 -52%
CF
106
Centaurus Financial
California
$111K – – –
TAM
107
Tucker Asset Management
Colorado
$98.2K +$53.8K +2,581 +121%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$72K -$73.5K -3,506 -51%
PTC
109
Private Trust Company
Ohio
$68.6K +$20.2K +967 +42%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$54K +$1.65K +79 +3%
LFG
111
Larson Financial Group
Missouri
$45.8K – – –
RCM
112
Raleigh Capital Management
North Carolina
$44.4K +$438 +21 +1%
Q1WB
113
Quest 10 Wealth Builders
Virginia
$42.4K +$42.4K +2,034 New
Wells Fargo
114
Wells Fargo
California
$36.9K +$31.5K +1,513 +589%
BCMLT
115
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.5K +$167 +8 +0.5%
FWM
116
FLP Wealth Management
Arkansas
$22K +$22K +1,057 New
KIM
117
Kestra Investment Management
Texas
$19.9K +$19.9K +957 New
AF
118
Allworth Financial
California
$18.7K +$187 +9 +1%
CA
119
Continuum Advisory
Idaho
$9.38K – – –
WWM
120
Wagner Wealth Management
South Carolina
$6.77K +$792 +38 +13%
T
121
Transce3nd
Texas
$3.04K +$3.04K +146 New
GI
122
GAMMA Investing
California
$1.75K +$1.75K +84 New
Bank of America
123
Bank of America
North Carolina
$896 +$896 +43 New
CAWM
124
Capital A Wealth Management
Pennsylvania
$438 +$438 +21 New
DFA
125
DHJJ Financial Advisors
Illinois
$105 – – –
2 3 4
5
6