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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

22 hedge funds and large institutions have $23.7M invested in First Trust Long Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$925K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$154K
3
PFS
Prospera Financial Services
Texas
+$135K
4
MCC
Money Concepts Capital
Florida
+$17K
5
GWM
Geneos Wealth Management
Colorado
+$17K

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$3.02M
2
EIA
Eldridge Investment Advisors
New Hampshire
-$972K
3
LPL Financial
LPL Financial
California
-$127K
4
SWM
Spire Wealth Management
Virginia
-$105K
5
KWM
Kingsview Wealth Management
Oregon
-$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$6.54M +$925K +35,812 +16%
FIM
2
Freedom Investment Management
Connecticut
$3.94M -$3.02M -117,058 -43%
RJA
3
Raymond James & Associates
Florida
$2.58M – – –
Jane Street
4
Jane Street
New York
$2.42M -$78.6K -3,045 -3%
KWM
5
Kingsview Wealth Management
Oregon
$2.35M -$103K -4,009 -4%
IRC
6
Investors Research Corp
Georgia
$2.19M -$17.2K -665 -0.8%
LPL Financial
7
LPL Financial
California
$940K -$127K -4,924 -12%
First Trust Advisors
8
First Trust Advisors
Illinois
$771K – – –
LMKC
9
L.M. Kohn & Company
Ohio
$557K +$557K +21,550 New
Citadel Advisors
10
Citadel Advisors
Florida
$502K -$78K -3,018 -13%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$393K +$154K +5,958 +64%
BCMLT
12
Beacon Capital Management LLC (Tennessee)
Tennessee
$272K +$272K +10,541 New
PFS
13
Prospera Financial Services
Texas
$135K +$135K +5,225 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$20K +$1.92K +75 +11%
MCC
15
Money Concepts Capital
Florida
$17K +$17K +663 New
GWM
16
Geneos Wealth Management
Colorado
$17K +$17K +678 New
FGAM
17
Financial Gravity Asset Management
Texas
$16.8K -$37.5K -348 -69%
UBS Group
18
UBS Group
Switzerland
$13K +$5.51K +212 +74%
IA
19
IFP Advisors
Florida
$10K +$986 +36 +11%
LAS
20
Lloyd Advisory Services
Georgia
$2K – – –
Morgan Stanley
21
Morgan Stanley
New York
$2K +$2K +62 New
EIA
22
Eldridge Investment Advisors
New Hampshire
– -$972K -35,000 Closed
SWM
23
Spire Wealth Management
Virginia
– -$105K -3,800 Closed
FHA
24
First Horizon Advisors
Tennessee
– -$4K -172 Closed