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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

81 hedge funds and large institutions have $227M invested in First Trust Long Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
27
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCFA
Walkner Condon Financial Advisors
Wisconsin
$9.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12M
3
KAS
Kestra Advisory Services
Texas
$8.42M
4
FS
Ferguson Shapiro
Georgia
$7.25M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.98M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.55M
3
VWA
Visionary Wealth Advisors
Illinois
$0
4
PAG
Private Advisor Group
New Jersey
$0
5
KA
Kovack Advisors
Florida
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1
Gladstone Institutional Advisory
Florida
$23.3M -$1.09M -49,243 -4%
SI
2
Stephens Inc
Arkansas
$13M +$455K +20,548 +4%
LPL Financial
3
LPL Financial
California
$12.2M +$308K +13,922 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12M +$7.48M +338,233 +165%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.7M +$5.36M +242,261 +84%
AWS
6
Atria Wealth Solutions
New York
$11.4M +$632K +28,557 +6%
MFGM
7
Marshall Financial Group (Maryland)
Maryland
$11.3M +$536K +24,213 +5%
GWM
8
GDS Wealth Management
Texas
$10.6M +$1.18M +53,212 +13%
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$9.2M +$8.97M +405,493 +3,884%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.56M -$658K -29,730 -7%
KAS
11
Kestra Advisory Services
Texas
$8.42M +$7.46M +337,193 +782%
FS
12
Ferguson Shapiro
Georgia
$7.25M +$7.25M +327,632 New
HighTower Advisors
13
HighTower Advisors
Illinois
$6.98M +$6.98M +315,629 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.4M +$655K +29,602 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.26M +$6.26M +282,948 New
FHC
16
First Heartland Consultants
Missouri
$6.23M -$120K -5,424 -2%
HFP
17
Holistic Financial Partners
Indiana
$5.38M -$221K -9,991 -4%
RJA
18
Raymond James & Associates
Florida
$4.61M +$2.39M +107,977 +108%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.55M -$2.98M -134,614 -40%
CAN
20
Cetera Advisor Networks
California
$4.34M +$3.69M +166,877 +573%
IGWM
21
ICA Group Wealth Management
Colorado
$4.33M +$4.33M +195,792 New
NA
22
NewEdge Advisors
Louisiana
$4.18M +$4.18M +195,565 New
KWM
23
Kingsview Wealth Management
Oregon
$3.07M +$742K +33,535 +32%
MFG
24
Midwest Financial Group
Kansas
$2.31M +$36.6K +1,654 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.95M +$240K +10,860 +14%
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