We are live on ! Find out more
LGOV icon

First Trust Long Duration Opportunities ETF

19 hedge funds and large institutions have $27.9M invested in First Trust Long Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $27M → $27.9M (+$944K)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.07% less ownership

Funds ownership: 77.3%77.22% (-0.07%)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$7.85M -$142K -5,174 -2%
AWM
2
AE Wealth Management
Kansas
$4.91M -$107K -3,911 -2%
RJA
3
Raymond James & Associates
Florida
$2.78M
SWM
4
Spire Wealth Management
Virginia
$2.64M -$415K -15,185 -14%
KWM
5
Kingsview Wealth Management
Oregon
$2.05M +$587K +21,440 +41%
IRC
6
Investors Research Corp
Georgia
$1.67M +$407K +14,889 +33%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.66M
Citadel Advisors
8
Citadel Advisors
Florida
$1.6M -$157K -5,745 -9%
Jane Street
9
Jane Street
New York
$1.55M -$168K -6,125 -10%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$529K -$10.1K -369 -2%
LPL Financial
11
LPL Financial
California
$457K +$449K +16,411 New
HI
12
Harbour Investments
Wisconsin
$179K +$6.78K +248 +4%
FGAM
13
Financial Gravity Asset Management
Texas
$28K +$38.7K +1,415 New
Morgan Stanley
14
Morgan Stanley
New York
$12K +$11.8K +432 New
UBS Group
15
UBS Group
Switzerland
$10K -$15.9K -580 -63%
IA
16
IFP Advisors
Florida
$9K
FHA
17
First Horizon Advisors
Tennessee
$4K
LAS
18
Lloyd Advisory Services
Georgia
$2K
KAS
19
Kestra Advisory Services
Texas
-$458K -17,068 Closed
GWM
20
Geneos Wealth Management
Colorado
-$43K -1,600 Closed
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
-$1K -41 Closed
Wells Fargo
22
Wells Fargo
California
-$27 -1 -50%

LGOV Hedge Fund Activity: Q2 2021 in Review

19 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q2 2021, worth a combined $27.9M — up 3.5% from $27M a quarter earlier.

Fund positioning in LGOV was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 8 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $587K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $458K sold.

  • 19 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $27.9M of First Trust Long Duration Opportunities ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 3 funds opened new First Trust Long Duration Opportunities ETF positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q2 2021 was Kingsview Wealth Management, an estimated $587K added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q2 2021 was Kestra Advisory Services, an estimated $458K sold.

Based on aggregated 13F filings for Q2 2021.