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First Trust Long Duration Opportunities ETF
LGOV

20 hedge funds and large institutions have $28M invested in First Trust Long Duration Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 19 → 20 (+1)

4.07% more ownership

Funds ownership: 77.22% → 81.29% (+4.1%)

0% more capital invested

Capital invested by funds: $27.9M → $28M (+$80K)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.29M
2
KWM
Kingsview Wealth Management
Oregon
+$539K
3
AWM
AE Wealth Management
Kansas
+$530K
4
IRC
Investors Research Corp
Georgia
+$317K
5
FIM
Freedom Investment Management
Connecticut
+$280K

Top Sellers

Rank Fund Capital Flow
1
SWM
Spire Wealth Management
Virginia
-$2.64M
2
Citadel Advisors
Citadel Advisors
Florida
-$459K
3
First Trust Advisors
First Trust Advisors
Illinois
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$8.05M +$280K +9,996 +4%
AWM
2
AE Wealth Management
Kansas
$5.38M +$530K +18,887 +11%
RJA
3
Raymond James & Associates
Florida
$2.76M – – –
KWM
4
Kingsview Wealth Management
Oregon
$2.56M +$539K +19,196 +26%
IRC
5
Investors Research Corp
Georgia
$1.96M +$317K +11,313 +19%
Jane Street
6
Jane Street
New York
$1.79M +$262K +9,356 +17%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.55M -$105K -3,755 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.26M +$1.29M +45,848 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.14M -$459K -16,374 -28%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$664K +$142K +5,049 +27%
LPL Financial
11
LPL Financial
California
$630K +$180K +6,422 +39%
HI
12
Harbour Investments
Wisconsin
$199K +$22.2K +793 +12%
FGAM
13
Financial Gravity Asset Management
Texas
$28K – – –
UBS Group
14
UBS Group
Switzerland
$13K +$3.96K +141 +41%
Morgan Stanley
15
Morgan Stanley
New York
$12K – – –
IA
16
IFP Advisors
Florida
$9K – – –
FHA
17
First Horizon Advisors
Tennessee
$4K +$505 +18 +12%
LAS
18
Lloyd Advisory Services
Georgia
$2K – – –
SWM
19
Spire Wealth Management
Virginia
– -$2.64M -94,699 Closed
Wells Fargo
20
Wells Fargo
California
– +$28 +1 +100%
KIG
21
Kowal Investment Group
Wisconsin
– +$309 +11 New

LGOV Hedge Fund Activity: Q3 2021 in Review

20 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2021, worth a combined $28M — up 0.29% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new LGOV positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.29M. The largest seller was Spire Wealth Management, exiting entirely with an estimated $2.64M sold.

  • 20 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2021, up from 19 in Q2 2021.
  • Funds reported $28M of First Trust Long Duration Opportunities ETF stock for Q3 2021, up 0.29% quarter-over-quarter.
  • 2 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q3 2021 was Susquehanna International Group, an estimated $1.29M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q3 2021 was Spire Wealth Management, an estimated $2.64M sold.

Based on aggregated 13F filings for Q3 2021.