First Trust Long Duration Opportunities ETF
LGOV
16 hedge funds and large institutions have $13.5M invested in First Trust Long Duration Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.
11% less funds holding
Funds holding: 18 → 16 (-2)
11.87% less ownership
Funds ownership: 53.86% → 41.99% (-12%)
27% less capital invested
Capital invested by funds: $18.6M → $13.5M (-$5.09M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$607K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$491K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$336K |
| 4 |
LPL Financial
San Diego,
California
|
+$282K |
| 5 |
Jane Street
New York
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.53M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$143K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$118K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$96K |
| 5 |
Rockefeller Capital Management
New York
|
-$52.2K |
LGOV Hedge Fund Activity: Q3 2022 in Review
16 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2022, worth a combined $13.5M — down 27% from $18.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LGOV and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 3 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $607K. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.53M sold.
- 16 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2022, down from 18 in Q2 2022.
- Funds reported $13.5M of First Trust Long Duration Opportunities ETF stock for Q3 2022, down 27% quarter-over-quarter.
- 2 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2022 and 4 closed out, a net change of -2 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q3 2022 was Kingsview Wealth Management, an estimated $607K added.
- The largest First Trust Long Duration Opportunities ETF seller in Q3 2022 was AE Wealth Management, an estimated $5.53M sold.
Based on aggregated 13F filings for Q3 2022.