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First Trust Long Duration Opportunities ETF

21 hedge funds and large institutions have $22.2M invested in First Trust Long Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$7.29M +$7.29M +333,224 New
KWM
2
Kingsview Wealth Management
Oregon
$3.14M +$155K +7,084 +5%
FIM
3
Freedom Investment Management
Connecticut
$2.84M +$49K +2,241 +2%
RJA
4
Raymond James & Associates
Florida
$2.19M
IRC
5
Investors Research Corp
Georgia
$1.64M -$29.7K -1,359 -2%
LPL Financial
6
LPL Financial
California
$1.29M +$417K +19,035 +48%
KA
7
Kovack Advisors
Florida
$1.15M +$1.15M +52,551 New
CAN
8
Cetera Advisor Networks
California
$733K +$733K +33,510 New
First Trust Advisors
9
First Trust Advisors
Illinois
$544K
CWA
10
Clarus Wealth Advisors
Arizona
$415K +$92.5K +4,089 +29%
KAS
11
Kestra Advisory Services
Texas
$330K -$125K -5,716 -27%
Citadel Advisors
12
Citadel Advisors
Florida
$330K -$149K -6,800 -31%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$224K -$156K -7,127 -41%
FGAM
14
Financial Gravity Asset Management
Texas
$44.3K -$222K -110 -83%
BCMLT
15
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.4K -$185K -8,455 -82%
UBS Group
16
UBS Group
Switzerland
$17.5K +$17.5K +798 New
MCC
17
Money Concepts Capital
Florida
$16.3K +$16.3K +743 New
IA
18
IFP Advisors
Florida
$9K +$49 +2 +0.5%
BAM
19
Belpointe Asset Management
Nevada
$5.79K +$5.79K +265 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1K
Wells Fargo
21
Wells Fargo
California
$22
Jane Street
22
Jane Street
New York
-$417K -18,783 Closed
FHA
23
First Horizon Advisors
Tennessee
-$3K -172 Closed