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First Trust Long Duration Opportunities ETF

135 hedge funds and large institutions have $546M invested in First Trust Long Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$173K
SIS
102
Sound Income Strategies
Florida
$135K
TAM
103
Tucker Asset Management
Colorado
$109K
NFSG
104
Newbridge Financial Services Group
Florida
$109K
WIA
105
World Investment Advisors
California
$86.9K
PTC
106
Private Trust Company
Ohio
$84K
WWA
107
Wealth Watch Advisors
Colorado
$68.4K
PB
108
Pinnacle Bancorp
Nebraska
$66.1K
GRP
109
Global Retirement Partners
California
$50.9K
LFG
110
Larson Financial Group
Missouri
$48K
RCM
111
Raleigh Capital Management
North Carolina
$32K
CFD
112
Creative Financial Designs
Indiana
$30.7K
Q1WB
113
Quest 10 Wealth Builders
Virginia
$28.4K
IAIM
114
International Assets Investment Management
Florida
$26.2K
Comerica Bank
115
Comerica Bank
Texas
$21.2K
AF
116
Allworth Financial
California
$20.4K
NS
117
NBC Securities
Alabama
$15.8K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$15K
LWMI
119
Legacy Wealth Management (Idaho)
Idaho
$12.4K
MAS
120
MPWM Advisory Solutions
Georgia
$10.9K
CFB
121
Cullen/Frost Bankers
Texas
$8.02K
ANBT
122
American National Bank & Trust
Texas
$5.72K
KFAS
123
Keating Financial Advisory Services
Kansas
$4.76K
RFP
124
Root Financial Partners
California
$3.82K
SAM
125
Smartleaf Asset Management
Massachusetts
$2.72K