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First Trust Long Duration Opportunities ETF
LGOV

125 hedge funds and large institutions have $540M invested in First Trust Long Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4.83% more ownership

Funds ownership: 77.26% → 82.1% (+4.8%)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

1% less capital invested

Capital invested by funds: $544M → $540M (-$4.17M)

7% less funds holding

Funds holding: 135 → 125 (-10)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
125
Holders Change
-10
Holders Change %
-7.41%
% of All Funds
1.64%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
52
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$16.7M
2
SIM
Stratos Investment Management
Ohio
+$15.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.5M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$5.18M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
BIG
Brookwood Investment Group
Arizona
-$10.9M
2
HI
Harbour Investments
Wisconsin
-$7.64M
3
Jane Street
Jane Street
New York
-$7.5M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
101
Centaurus Financial
California
$106K -$1.55K -72 -1%
Comerica Bank
102
Comerica Bank
Texas
$85.7K – – –
WWA
103
Wealth Watch Advisors
Colorado
$68.7K +$67.8K +3,157 New
ASN
104
Advisory Services Network
Georgia
$60.9K +$60.1K +2,798 New
LFG
105
Larson Financial Group
Missouri
$58.1K +$10.1K +469 +21%
PTC
106
Private Trust Company
Ohio
$53.6K -$1.59K -74 -3%
RCM
107
Raleigh Capital Management
North Carolina
$31.6K +$322 +15 +1%
CFD
108
Creative Financial Designs
Indiana
$30.6K -$11.6K -540 -28%
Q1WB
109
Quest 10 Wealth Builders
Virginia
$28.3K – – –
AF
110
Allworth Financial
California
$20.1K +$215 +10 +1%
PB
111
Pinnacle Bancorp
Nebraska
$16K – – –
NS
112
NBC Securities
Alabama
$15.7K – – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$15K -$41.2K -1,919 -74%
LWMI
114
Legacy Wealth Management (Idaho)
Idaho
$12.3K – – –
MAS
115
MPWM Advisory Solutions
Georgia
$10.9K – – –
CFB
116
Cullen/Frost Bankers
Texas
$7.91K +$7.81K +364 New
SAM
117
Smartleaf Asset Management
Massachusetts
$7.09K +$6.98K +325 New
ANBT
118
American National Bank & Trust
Texas
$5.7K – – –
AAS
119
Ameritas Advisory Services
Nebraska
$5.55K -$2.79K -130 -34%
RFP
120
Root Financial Partners
California
$3.81K +$3.76K +175 New
AG
121
AmeriFlex Group
Nevada
$3K +$2.96K +138 New
WWMSC
122
Wagner Wealth Management (South Carolina)
South Carolina
$1.72K +$21 +1 +1%
Bank of America
123
Bank of America
North Carolina
$1.2K +$1.18K +55 New
AF
124
Advisornet Financial
Minnesota
$283 -$322 -15 -54%
DFA
125
DHJJ Financial Advisors
Illinois
$109 – – –
2 3 4
5
6

LGOV Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2025, worth a combined $540M — down 0.77% from $544M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LGOV and 12 opened new positions — a net loss of 7 holders — while 49 trimmed existing stakes and 52 added.

The largest buyer was LPL Financial, adding an estimated $16.7M. The largest seller was Brookwood Investment Group, exiting entirely with an estimated $10.9M sold.

  • 125 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2025, down from 135 in Q2 2025.
  • Funds reported $540M of First Trust Long Duration Opportunities ETF stock for Q3 2025, down 0.77% quarter-over-quarter.
  • 12 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2025 and 19 closed out, a net change of -7 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q3 2025 was LPL Financial, an estimated $16.7M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q3 2025 was Brookwood Investment Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2025.