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First Trust Long Duration Opportunities ETF

19 hedge funds and large institutions have $28M invested in First Trust Long Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.75% more ownership

Funds ownership: 81.29%84.04% (+2.8%)

0% more capital invested

Capital invested by funds: $28M → $28M (+$5.47K)

5% less funds holding

Funds holding: 2019 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
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
$7.48M -$620K -22,353 -8%
AWM
2
AE Wealth Management
Kansas
$6.04M +$625K +22,525 +12%
RJA
3
Raymond James & Associates
Florida
$2.78M
Jane Street
4
Jane Street
New York
$2.69M +$879K +31,694 +49%
KWM
5
Kingsview Wealth Management
Oregon
$2.64M +$69.6K +2,510 +3%
IRC
6
Investors Research Corp
Georgia
$2.38M +$403K +14,529 +20%
LPL Financial
7
LPL Financial
California
$1.15M +$513K +18,486 +81%
EIA
8
Eldridge Investment Advisors
New Hampshire
$972K +$970K +35,000 New
First Trust Advisors
9
First Trust Advisors
Illinois
$829K -$728K -26,255 -47%
Citadel Advisors
10
Citadel Advisors
Florida
$623K -$522K -18,813 -46%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$257K -$1.01M -36,574 -80%
SWM
12
Spire Wealth Management
Virginia
$105K +$105K +3,800 New
FGAM
13
Financial Gravity Asset Management
Texas
$37.5K -$25.3K -911 -64%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$19K -$648K -23,383 -97%
IA
15
IFP Advisors
Florida
$9K
UBS Group
16
UBS Group
Switzerland
$8K -$5.57K -201 -41%
FHA
17
First Horizon Advisors
Tennessee
$4K
LAS
18
Lloyd Advisory Services
Georgia
$2K
HI
19
Harbour Investments
Wisconsin
-$199K -7,228 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$12K -432 Closed
Wells Fargo
21
Wells Fargo
California
-$28 -1 -50%

LGOV Hedge Fund Activity: Q4 2021 in Review

19 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2021, worth a combined $28M — up 0.02% from $28M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LGOV and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Eldridge Investment Advisors, opening a new position worth an estimated $970K. The largest seller was Susquehanna International Group, cutting an estimated $1.01M.

  • 19 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2021, down from 20 in Q3 2021.
  • Funds reported $28M of First Trust Long Duration Opportunities ETF stock for Q4 2021, up 0.02% quarter-over-quarter.
  • 2 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2021 and 3 closed out, a net change of -1 holder.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2021 was Eldridge Investment Advisors, an estimated $970K added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2021 was Susquehanna International Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2021.