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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

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

64% more capital invested

Capital invested by funds: $13.5M → $22.2M (+$8.72M)

24% more funds holding

Funds holding: 1721 (+4)

12.85% more ownership

Funds ownership: 71.65%84.5% (+13%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

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
Change in
Stake
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$7.29M +$7.36M +333,224 New
KWM
2
Kingsview Wealth Management
Oregon
$3.14M +$157K +7,084 +5%
FIM
3
Freedom Investment Management
Connecticut
$2.84M +$49.5K +2,241 +2%
RJA
4
Raymond James & Associates
Florida
$2.19M
IRC
5
Investors Research Corp
Georgia
$1.64M -$30K -1,359 -2%
LPL Financial
6
LPL Financial
California
$1.29M +$421K +19,035 +48%
KA
7
Kovack Advisors
Florida
$1.15M +$1.16M +52,551 New
CAN
8
Cetera Advisor Networks
California
$733K +$741K +33,510 New
First Trust Advisors
9
First Trust Advisors
Illinois
$544K
CWA
10
Clarus Wealth Advisors
Arizona
$415K +$90.4K +4,089 +29%
KAS
11
Kestra Advisory Services
Texas
$330K -$126K -5,716 -27%
Citadel Advisors
12
Citadel Advisors
Florida
$330K -$150K -6,800 -31%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$224K -$158K -7,127 -41%
FGAM
14
Financial Gravity Asset Management
Texas
$44.3K -$2.43K -110 -83%
BCMLT
15
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.4K -$187K -8,455 -82%
UBS Group
16
UBS Group
Switzerland
$17.5K +$17.6K +798 New
MCC
17
Money Concepts Capital
Florida
$16.3K +$16.4K +743 New
IA
18
IFP Advisors
Florida
$9K +$44 +2 +0.5%
BAM
19
Belpointe Asset Management
Nevada
$5.79K +$5.86K +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

LGOV Hedge Fund Activity: Q4 2022 in Review

21 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2022, worth a combined $22.2M — up 64% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LGOV positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Marshall Financial Group (Maryland), opening a new position worth an estimated $7.36M. The largest seller was Jane Street, exiting entirely with an estimated $417K sold.

  • 21 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2022, up from 17 in Q3 2022.
  • Funds reported $22.2M of First Trust Long Duration Opportunities ETF stock for Q4 2022, up 64% quarter-over-quarter.
  • 6 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2022 and 2 closed out, a net change of +4 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2022 was Marshall Financial Group (Maryland), an estimated $7.36M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2022 was Jane Street, an estimated $417K sold.

Based on aggregated 13F filings for Q4 2022.