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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

55 hedge funds and large institutions have $158M invested in First Trust Long Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+26
Holders Change %
+89.66%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
19
Reduced
5
Closed
3
Calls
–
Puts
$2M
Net Calls
-$2M
Net Calls Change
-$2M

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
$24M
2
AWS
Atria Wealth Solutions
New York
$11.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M
4
SI
Stephens Inc
Arkansas
$6.56M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.79M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$515K
2
CWA
Clarus Wealth Advisors
Arizona
$569K
3
IRC
Investors Research Corp
Georgia
$1.65M
4
BAM
Belpointe Asset Management
Nevada
$0
5
AAS
Ameritas Advisory Services
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1
Gladstone Institutional Advisory
Florida
$24M +$24M +1,078,656 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.2M +$5.56M +249,669 +83%
AWS
3
Atria Wealth Solutions
New York
$11.2M +$11.2M +502,720 New
MFGM
4
Marshall Financial Group (Maryland)
Maryland
$10.8M +$954K +42,861 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.7M +$9.22M +414,284 +608%
GWM
6
GDS Wealth Management
Texas
$8.41M +$763K +34,291 +10%
LPL Financial
7
LPL Financial
California
$7.74M +$3.67M +164,842 +90%
SI
8
Stephens Inc
Arkansas
$6.56M +$6.56M +294,686 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.79M +$5.79M +260,116 New
Jane Street
10
Jane Street
New York
$5.68M +$5.68M +255,372 New
AWM
11
AE Wealth Management
Kansas
$5.58M +$5.58M +250,733 New
M1FG
12
Mach-1 Financial Group
Arkansas
$4.46M +$4.46M +200,234 New
CW
13
Connectus Wealth
Ohio
$4.06M +$957K +43,014 +31%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.64M +$2.45M +110,151 +206%
KWM
15
Kingsview Wealth Management
Oregon
$3.44M +$22.3K +1,000 +0.7%
Truist Financial
16
Truist Financial
North Carolina
$3.08M +$3.08M +138,548 New
SPC
17
Sigma Planning Corp
Michigan
$3.06M +$3.06M +137,617 New
Osaic Holdings
18
Osaic Holdings
Arizona
$3.05M +$1.6M +72,264 +111%
RJA
19
Raymond James & Associates
Florida
$2.23M – – –
MFG
20
Midwest Financial Group
Kansas
$2.2M +$2.2M +98,862 New
FHC
21
First Heartland Consultants
Missouri
$2.14M +$2.14M +96,028 New
First Trust Advisors
22
First Trust Advisors
Illinois
$1.93M +$851K +38,243 +79%
IRC
23
Investors Research Corp
Georgia
$1.65M -$14K -629 -0.8%
SCA
24
Snowden Capital Advisors
New York
$1.57M +$1.57M +70,513 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.45M +$1.24M +55,639 +585%
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