First Trust Long Duration Opportunities ETF
LGOV
64 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, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
19% more funds holding
Funds holding: 54 → 64 (+10)
3.03% more ownership
Funds ownership: 55.86% → 58.89% (+3%)
4% less capital invested
Capital invested by funds: $158M → $152M (-$6.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.98M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$5.8M |
| 3 |
HFP
Holistic Financial Partners
Indianapolis,
Indiana
|
+$5.42M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$4.09M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.23M |
| 2 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$4.46M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.12M |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$4.06M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.04M |
LGOV Hedge Fund Activity: Q3 2023 in Review
64 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q3 2023, worth a combined $152M — down 3.9% from $158M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LGOV positions and 5 closed out — a net gain of 11 holders — while 29 added to existing stakes and 17 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $5.98M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.23M.
- 64 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q3 2023, up from 54 in Q2 2023.
- Funds reported $152M of First Trust Long Duration Opportunities ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
- 16 funds opened new First Trust Long Duration Opportunities ETF positions in Q3 2023 and 5 closed out, a net change of +11 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q3 2023 was Osaic Holdings, an estimated $5.98M added.
- The largest First Trust Long Duration Opportunities ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $6.23M sold.
Based on aggregated 13F filings for Q3 2023.