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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

29 hedge funds and large institutions have $43.6M invested in First Trust Long Duration Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
10
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
GDS Wealth Management
Texas
+$7.84M
2
CW
Connectus Wealth
Ohio
+$3.18M
3
LPL Financial
LPL Financial
California
+$2.83M
4
MFGM
Marshall Financial Group (Maryland)
Maryland
+$2.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.55M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$2.84M
2
Citadel Advisors
Citadel Advisors
Florida
-$330K
3
KAS
Kestra Advisory Services
Texas
-$116K
4
UBS Group
UBS Group
Switzerland
-$17.5K
5
MCC
Money Concepts Capital
Florida
-$16.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$10.1M +$2.52M +110,338 +33%
GWM
2
GDS Wealth Management
Texas
$7.84M +$7.84M +343,515 New
LPL Financial
3
LPL Financial
California
$4.18M +$2.83M +124,053 +210%
KWM
4
Kingsview Wealth Management
Oregon
$3.5M +$228K +10,005 +7%
CW
5
Connectus Wealth
Ohio
$3.18M +$3.18M +139,605 New
RJA
6
Raymond James & Associates
Florida
$2.28M -$342 -15 -0%
IRC
7
Investors Research Corp
Georgia
$1.71M – – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.55M +$1.55M +68,118 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.49M +$1.49M +65,296 +181,378%
KA
10
Kovack Advisors
Florida
$1.37M +$167K +7,311 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.22M +$1.22M +53,515 New
First Trust Advisors
12
First Trust Advisors
Illinois
$1.1M +$535K +23,457 +94%
CAN
13
Cetera Advisor Networks
California
$984K +$220K +9,645 +29%
IWC
14
Integrated Wealth Concepts
Massachusetts
$659K +$659K +28,900 New
CWA
15
Clarus Wealth Advisors
Arizona
$629K +$202K +8,666 +47%
KPWS
16
Kestra Private Wealth Services
Texas
$560K +$560K +24,546 New
IWM
17
Iams Wealth Management
Nebraska
$387K +$387K +17,115 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$238K +$4.89K +215 +2%
KAS
19
Kestra Advisory Services
Texas
$228K -$116K -5,078 -34%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$217K +$217K +9,503 New
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.1K – – –
CFGS
22
Concourse Financial Group Securities
Alabama
$28K +$28K +1,226 New
FGAM
23
Financial Gravity Asset Management
Texas
$13.1K +$570 +1 +5%
IA
24
IFP Advisors
Florida
$8.23K -$950 -38 -10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.85K +$6.85K +300,446 New
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