LGOV icon

First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

19 hedge funds and large institutions have $27M invested in First Trust Long Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$7.71M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.7M
3
Jane Street
Jane Street
New York
+$1.66M
4
First Trust Advisors
First Trust Advisors
Illinois
+$795K
5
KWM
Kingsview Wealth Management
Oregon
+$508K

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$6.13M
2
FFN
Focus Financial Network
Minnesota
-$2.82M
3
AWM
AE Wealth Management
Kansas
-$2.09M
4
FTUS
Flow Traders U.S.
New York
-$260K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1
Freedom Investment Management
Connecticut
$7.71M +$7.71M +287,013 New
AWM
2
AE Wealth Management
Kansas
$4.84M -$2.09M -77,805 -30%
SWM
3
Spire Wealth Management
Virginia
$2.95M +$2.95M +109,884 New
RJA
4
Raymond James & Associates
Florida
$2.69M – – –
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M +$1.7M +63,386 New
Jane Street
6
Jane Street
New York
$1.66M +$1.66M +61,816 New
First Trust Advisors
7
First Trust Advisors
Illinois
$1.61M +$795K +29,619 +98%
KWM
8
Kingsview Wealth Management
Oregon
$1.41M +$508K +18,820 +57%
IRC
9
Investors Research Corp
Georgia
$1.21M +$440K +16,387 +57%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$521K +$56.4K +2,100 +12%
KAS
11
Kestra Advisory Services
Texas
$458K +$44.4K +1,656 +11%
HI
12
Harbour Investments
Wisconsin
$166K +$166K +6,187 New
GWM
13
Geneos Wealth Management
Colorado
$43K -$88.7K -3,300 -67%
UBS Group
14
UBS Group
Switzerland
$25K +$20.3K +753 +430%
IA
15
IFP Advisors
Florida
$9K – – –
FHA
16
First Horizon Advisors
Tennessee
$4K +$4K +154 New
LAS
17
Lloyd Advisory Services
Georgia
$2K – – –
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$1K +$1K +41 New
SS
19
Simplicity Solutions
Minnesota
– -$6.13M -210,862 Closed
FFN
20
Focus Financial Network
Minnesota
– -$2.82M -97,212 Closed
FTUS
21
Flow Traders U.S.
New York
– -$260K -8,965 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
– -$215K -7,386 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– -$68K -2,326 Closed