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First Trust Long Duration Opportunities ETF

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: 45 (+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: 135125 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
126
Brookwood Investment Group
Arizona
-$10.9M -507,061 Closed
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
-$4.05M -189,010 Closed
Goldman Sachs
128
Goldman Sachs
New York
-$2.01M -93,635 Closed
VWA
129
Visionary Wealth Advisors
Illinois
-$1.9M -88,491 Closed
OMC
130
Old Mission Capital
Illinois
-$1.59M -74,010 Closed
FTUS
131
Flow Traders U.S.
New York
-$1.47M -68,707 Closed
OC
132
Oppenheimer & Co
New York
-$761K -35,519 Closed
AAP
133
Arax Advisory Partners
Colorado
-$740K -34,560 Closed
QC
134
Quadrature Capital
United Kingdom
-$347K -16,214 Closed
AWM
135
Apollon Wealth Management
South Carolina
-$342K -15,949 Closed
Stifel Financial
136
Stifel Financial
Missouri
-$266K -12,413 Closed
PCS
137
Private Client Services
Kentucky
-$245K -11,448 Closed
HAS
138
HBW Advisory Services
California
-$222K -10,374 Closed
FA
139
Faithward Advisors
Pennsylvania
-$217K -10,111 Closed
GM
140
GeoWealth Management
Illinois
-$190K -8,888 Closed
BCMLT
141
Beacon Capital Management LLC (Tennessee)
Tennessee
-$8.57K -400 Closed
UBS Group
142
UBS Group
Switzerland
-$4.63K -216 Closed
T
143
Transce3nd
Texas
-$3.13K -146 Closed
CA
144
CoreCap Advisors
Michigan
-$107 -5 Closed

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.