We are live on ! Find out more
LGOV icon

First Trust Long Duration Opportunities ETF
LGOV

131 hedge funds and large institutions have $535M invested in First Trust Long Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $490M → $535M (+$45.7M)

2% more funds holding

Funds holding: 128 → 131 (+3)

0.58% more ownership

Funds ownership: 80.37% → 80.96% (+0.58%)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
1.76%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
21
Increased
50
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Comprehensive Wealth Management
Washington
+$9.33M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$7.7M
3
FEG
Financial Enhancement Group
Indiana
+$6.64M
4
AFS
Anderson Financial Strategies
Ohio
+$6.62M
5
LPL Financial
LPL Financial
California
+$5.67M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$10.2M
2
AWS
Atria Wealth Solutions
New York
-$9.61M
3
FH
FWG Holdings
Florida
-$7.82M
4
CWP
Cyndeo Wealth Partners
Florida
-$6.18M
5
AAP
Arax Advisory Partners
Colorado
-$4.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
101
TrueMark Investments
Illinois
$227K -$223K -10,571 -50%
HAS
102
HBW Advisory Services
California
$223K +$219K +10,366 New
MWM
103
MBE Wealth Management
Wisconsin
$218K – – –
SIM
104
Synergy Investment Management
Florida
$197K +$16.8K +795 +10%
US Bancorp
105
US Bancorp
Minnesota
$175K -$52.8K -2,500 -24%
Wells Fargo
106
Wells Fargo
California
$172K +$132K +6,242 +353%
Comerica Bank
107
Comerica Bank
Texas
$116K -$8.24K -390 -7%
TAM
108
Tucker Asset Management
Colorado
$114K +$12K +569 +12%
CF
109
Centaurus Financial
California
$106K -$8.51K -403 -8%
RF
110
Rossby Financial
Florida
$94.7K +$93.8K +4,442 New
GWSG
111
GPS Wealth Strategies Group
Colorado
$92.3K +$90.7K +4,294 New
PTC
112
Private Trust Company
Ohio
$69.3K -$1.52K -72 -2%
LFG
113
Larson Financial Group
Missouri
$47.3K – – –
RCM
114
Raleigh Capital Management
North Carolina
$46.2K +$444 +21 +1%
CFD
115
Creative Financial Designs
Indiana
$43.2K -$877K -41,517 -95%
Q1WB
116
Quest 10 Wealth Builders
Virginia
$41.9K -$1.82K -86 -4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$29K -$44.1K -2,089 -61%
AF
118
Allworth Financial
California
$19.2K +$190 +9 +1%
LWMI
119
Legacy Wealth Management (Idaho)
Idaho
$12.2K +$12K +566 New
NS
120
NBC Securities
Alabama
$12K +$11.8K +560 New
CA
121
CoreCap Advisors
Michigan
$10K -$4.26M -201,757 -100%
CA
122
Continuum Advisory
Idaho
$9.68K – – –
NEWAS
123
N.E.W. Advisory Services
Wisconsin
$9.03K +$8.87K +420 New
BCMLT
124
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.6K -$25.5K -1,208 -75%
KWM
125
Kiker Wealth Management
Georgia
$8.15K +$8.01K +379 New
2 3 4
5
6

LGOV Hedge Fund Activity: Q1 2025 in Review

131 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2025, worth a combined $535M — up 9.3% from $490M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGOV positions and 16 closed out — a net gain of 5 holders — while 50 added to existing stakes and 54 trimmed.

The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $9.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.2M sold.

  • 131 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $535M of First Trust Long Duration Opportunities ETF stock for Q1 2025, up 9.3% quarter-over-quarter.
  • 21 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2025 and 16 closed out, a net change of +5 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q1 2025 was Comprehensive Wealth Management, an estimated $9.33M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q1 2025 was Citadel Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.