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First Trust Long Duration Opportunities ETF
LGOV

138 hedge funds and large institutions have $554M invested in First Trust Long Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

10% more funds holding

Funds holding: 125 → 138 (+13)

2% more capital invested

Capital invested by funds: $540M → $554M (+$13.5M)

0.67% more ownership

Funds ownership: 82.1% → 82.77% (+0.67%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
61
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T
Tidemark
California
+$12.4M
2
CIA
Concurrent Investment Advisors
Florida
+$11.4M
3
LPL Financial
LPL Financial
California
+$8.83M
4
KWM
Kingsview Wealth Management
Oregon
+$5.41M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$9.29M
3
CWM
Comprehensive Wealth Management
Washington
-$6.79M
4
FEG
Financial Enhancement Group
Indiana
-$6.52M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
101
MBE Wealth Management
Wisconsin
$222K – – –
BWM
102
BAM Wealth Management
Colorado
$214K +$215K +9,795 New
Wells Fargo
103
Wells Fargo
California
$208K +$3.14K +143 +2%
CF
104
Centaurus Financial
California
$202K +$96.3K +4,382 +90%
GWM
105
Geneos Wealth Management
Colorado
$173K +$16.5K +750 +10%
SIS
106
Sound Income Strategies
Florida
$135K +$136K +6,191 New
TAM
107
Tucker Asset Management
Colorado
$109K -$49K -2,228 -31%
NFSG
108
Newbridge Financial Services Group
Florida
$109K +$110K +4,989 New
PTC
109
Private Trust Company
Ohio
$84K +$30.4K +1,381 +56%
WWA
110
Wealth Watch Advisors
Colorado
$68.4K -$484 -22 -0.7%
PB
111
Pinnacle Bancorp
Nebraska
$66.1K +$50.3K +2,289 +311%
GRP
112
Global Retirement Partners
California
$50.9K -$204K -9,270 -80%
LFG
113
Larson Financial Group
Missouri
$48K -$10.3K -469 -18%
RCM
114
Raleigh Capital Management
North Carolina
$32K +$330 +15 +1%
CFD
115
Creative Financial Designs
Indiana
$30.7K +$44 +2 +0.1%
Q1WB
116
Quest 10 Wealth Builders
Virginia
$28.4K – – –
IAIM
117
International Assets Investment Management
Florida
$26.2K +$26.4K +1,201 New
Comerica Bank
118
Comerica Bank
Texas
$21.2K -$65.2K -2,966 -75%
AF
119
Allworth Financial
California
$20.4K +$198 +9 +1%
NS
120
NBC Securities
Alabama
$15.8K – – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
LWMI
122
Legacy Wealth Management (Idaho)
Idaho
$12.4K – – –
MAS
123
MPWM Advisory Solutions
Georgia
$10.9K – – –
CFB
124
Cullen/Frost Bankers
Texas
$8.02K +$88 +4 +1%
ANBT
125
American National Bank & Trust
Texas
$5.72K – – –
2 3 4
5
6

LGOV Hedge Fund Activity: Q4 2025 in Review

138 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2025, worth a combined $554M — up 2.5% from $540M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LGOV positions and 8 closed out — a net gain of 14 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Tidemark, opening a new position worth an estimated $12.4M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.5M.

  • 138 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2025, up from 125 in Q3 2025.
  • Funds reported $554M of First Trust Long Duration Opportunities ETF stock for Q4 2025, up 2.5% quarter-over-quarter.
  • 22 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2025 and 8 closed out, a net change of +14 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2025 was Tidemark, an estimated $12.4M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.