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First Trust Long Duration Opportunities ETF

130 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, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

29% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 62

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.4M
2 +$9.78M
3 +$6.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.43M
5
AI
Arvest Investments
Arkansas
+$5.34M

Top Sellers

1 -$10.9M
2 -$10.7M
3 -$10.4M
4
Morgan Stanley
Morgan Stanley
New York
-$6.94M
5
BIG
Brookwood Investment Group
Arizona
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
101
Wealth Management Associates
New Jersey
$218K
MWM
102
MBE Wealth Management
Wisconsin
$217K
FA
103
Faithward Advisors
Pennsylvania
$217K
GM
104
GeoWealth Management
Illinois
$190K
GWM
105
Geneos Wealth Management
Colorado
$154K
CF
106
Centaurus Financial
California
$106K
RF
107
Rossby Financial
Florida
$95.3K
Comerica Bank
108
Comerica Bank
Texas
$84.4K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$56K
PTC
110
Private Trust Company
Ohio
$54.4K
LFG
111
Larson Financial Group
Missouri
$47.1K
CFD
112
Creative Financial Designs
Indiana
$41.7K
RCM
113
Raleigh Capital Management
North Carolina
$30.8K
Q1WB
114
Quest 10 Wealth Builders
Virginia
$27.9K
AF
115
Allworth Financial
California
$19.6K
PB
116
Pinnacle Bancorp
Nebraska
$15.8K
NS
117
NBC Securities
Alabama
$15K
LWMI
118
Legacy Wealth Management (Idaho)
Idaho
$12.1K
LIS
119
Legacy Investment Solutions
Idaho
$12.1K
MAS
120
MPWM Advisory Solutions
Georgia
$10.7K
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.57K
AAS
122
Ameritas Advisory Services
Nebraska
$8.25K
ANBT
123
American National Bank & Trust
Texas
$5.61K
UBS Group
124
UBS Group
Switzerland
$4.63K
T
125
Transce3nd
Texas
$3.13K