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First Trust Long Duration Opportunities ETF

19 hedge funds and large institutions have $18.6M invested in First Trust Long Duration Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 2219 (-3)

21% less capital invested

Capital invested by funds: $23.7M → $18.6M (-$5.07M)

22.57% less ownership

Funds ownership: 76.44%53.87% (-23%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$5.53M -$512K -21,173 -8%
FIM
2
Freedom Investment Management
Connecticut
$3.18M -$455K -18,798 -12%
KWM
3
Kingsview Wealth Management
Oregon
$2.63M +$471K +19,490 +21%
RJA
4
Raymond James & Associates
Florida
$2.38M +$363 +15 +0%
IRC
5
Investors Research Corp
Georgia
$1.82M -$207K -8,578 -10%
First Trust Advisors
6
First Trust Advisors
Illinois
$711K
LPL Financial
7
LPL Financial
California
$667K -$203K -8,385 -23%
Citadel Advisors
8
Citadel Advisors
Florida
$521K +$59.2K +2,448 +13%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$466K +$455K +18,812 +2,412%
Jane Street
10
Jane Street
New York
$312K -$1.95M -80,599 -86%
BCMLT
11
Beacon Capital Management LLC (Tennessee)
Tennessee
$272K
PFS
12
Prospera Financial Services
Texas
$96K -$29K -1,200 -23%
FGAM
13
Financial Gravity Asset Management
Texas
$15.3K -$290 -12 -8%
IA
14
IFP Advisors
Florida
$10K
UBS Group
15
UBS Group
Switzerland
$9K -$3.34K -138 -28%
FHA
16
First Horizon Advisors
Tennessee
$4K +$4.16K +172 New
Morgan Stanley
17
Morgan Stanley
New York
$1K
Osaic Holdings
18
Osaic Holdings
Arizona
$1K +$1.21K +50 New
LMKC
19
L.M. Kohn & Company
Ohio
-$557K -21,550 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$393K -15,232 Closed
GWM
21
Geneos Wealth Management
Colorado
-$17K -678 Closed
MCC
22
Money Concepts Capital
Florida
-$17K -663 Closed
LAS
23
Lloyd Advisory Services
Georgia
-$2K -78 Closed

LGOV Hedge Fund Activity: Q2 2022 in Review

19 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q2 2022, worth a combined $18.6M — down 21% from $23.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LGOV and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Kingsview Wealth Management, adding an estimated $471K. The largest seller was Jane Street, cutting an estimated $1.95M.

  • 19 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q2 2022, down from 22 in Q1 2022.
  • Funds reported $18.6M of First Trust Long Duration Opportunities ETF stock for Q2 2022, down 21% quarter-over-quarter.
  • 2 funds opened new First Trust Long Duration Opportunities ETF positions in Q2 2022 and 5 closed out, a net change of -3 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q2 2022 was Kingsview Wealth Management, an estimated $471K added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q2 2022 was Jane Street, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2022.