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First Trust Long Duration Opportunities ETF

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: 48 (+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: 128131 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
126
Wagner Wealth Management (South Carolina)
South Carolina
$7.81K +$803 +38 +12%
ANBT
127
American National Bank & Trust
Texas
$5.63K +$5.53K +262 New
FFA
128
Farther Finance Advisors
California
$4.69K +$4.58K +217 New
UBS Group
129
UBS Group
Switzerland
$3.29K -$132K -6,235 -98%
T
130
Transce3nd
Texas
$3.14K
DFA
131
DHJJ Financial Advisors
Illinois
$108
Citadel Advisors
132
Citadel Advisors
Florida
-$10.2M -489,771 Closed
FH
133
FWG Holdings
Florida
-$7.82M -373,883 Closed
CWP
134
Cyndeo Wealth Partners
Florida
-$6.18M -296,623 Closed
SIM
135
Stratos Investment Management
Ohio
-$2.48M -118,957 Closed
IAA
136
Independent Advisor Alliance
North Carolina
-$1.39M -66,840 Closed
Goldman Sachs
137
Goldman Sachs
New York
-$678K -32,516 Closed
CFGS
138
Concourse Financial Group Securities
Alabama
-$353K -16,919 Closed
CT
139
Coastline Trust
Rhode Island
-$246K -11,820 Closed
CWA
140
Clarus Wealth Advisors
Arizona
-$225K -11,026 Closed
HF
141
HRT Financial
New York
-$202K -9,708 Closed
FWM
142
FLP Wealth Management
Arkansas
-$22K -1,057 Closed
KIM
143
Kestra Investment Management
Texas
-$19.9K -957 Closed
GI
144
GAMMA Investing
California
-$1.75K -84 Closed
Bank of America
145
Bank of America
North Carolina
-$896 -43 Closed
CAWM
146
Capital A Wealth Management
Pennsylvania
-$438 -21 Closed
Fidelity Investments
147
Fidelity Investments
Massachusetts
-$42 -2 Closed

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.