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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

65 hedge funds and large institutions have $152M invested in First Trust Long Duration Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
30
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$8.45M
2
SI
Stephens Inc
Arkansas
$11.5M
3
HFP
Holistic Financial Partners
Indiana
$5.13M
4
FHC
First Heartland Consultants
Missouri
$5.81M
5
LPL Financial
LPL Financial
California
$10.9M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.26M
2
M1FG
Mach-1 Financial Group
Arkansas
$0
3
CW
Connectus Wealth
Ohio
$0
4
AWM
AE Wealth Management
Kansas
$1.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1
Gladstone Institutional Advisory
Florida
$22.3M +$469K +23,149 +2%
SI
2
Stephens Inc
Arkansas
$11.5M +$5.49M +270,774 +92%
LPL Financial
3
LPL Financial
California
$10.9M +$3.82M +188,162 +54%
AWS
4
Atria Wealth Solutions
New York
$9.9M -$298K -14,682 -3%
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$9.84M -$25.1K -1,238 -0.3%
GWM
6
GDS Wealth Management
Texas
$8.63M +$965K +47,565 +13%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.45M +$5.66M +279,099 +203%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.9M -$2.88M -142,001 -29%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.82M +$545K +26,866 +10%
FHC
10
First Heartland Consultants
Missouri
$5.81M +$3.87M +190,682 +199%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.26M -$5.89M -290,639 -53%
HFP
12
Holistic Financial Partners
Indiana
$5.13M +$5.13M +252,920 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.17M +$846K +41,725 +25%
Jane Street
14
Jane Street
New York
$3.8M -$1.38M -68,236 -27%
VWA
15
Visionary Wealth Advisors
Illinois
$2.92M +$2.92M +143,831 New
KWM
16
Kingsview Wealth Management
Oregon
$2.13M -$1M -49,452 -32%
MFG
17
Midwest Financial Group
Kansas
$2.09M +$82.5K +4,068 +4%
RJA
18
Raymond James & Associates
Florida
$2.03M +$4.04K +199 +0.2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.57M +$807K +39,786 +106%
First Trust Advisors
20
First Trust Advisors
Illinois
$1.56M -$195K -9,636 -11%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.49M +$172K +8,469 +13%
SCA
22
Snowden Capital Advisors
New York
$1.43M +$3.98K +196 +0.3%
IRC
23
Investors Research Corp
Georgia
$1.4M -$107K -5,286 -7%
PAG
24
Private Advisor Group
New Jersey
$1.34M +$964K +47,515 +256%
KA
25
Kovack Advisors
Florida
$1.32M -$527 -26 -0%
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