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First Trust Long Duration Opportunities ETF

96 hedge funds and large institutions have $355M invested in First Trust Long Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
47
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$29.9M +$18.1M +846,336 +154%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.8M +$18.4M +860,318 +418%
GIA
3
Gladstone Institutional Advisory
Florida
$21.4M -$1.08M -50,475 -5%
AWS
4
Atria Wealth Solutions
New York
$19.7M +$8.66M +404,818 +78%
Morgan Stanley
5
Morgan Stanley
New York
$18.1M +$18.1M +846,273 +42,313,650%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$17.2M +$5.87M +274,748 +52%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.8M +$4.15M +193,914 +36%
KAS
8
Kestra Advisory Services
Texas
$13.3M +$5.15M +240,883 +63%
SI
9
Stephens Inc
Arkansas
$13.2M +$686K +32,098 +5%
MFGM
10
Marshall Financial Group (Maryland)
Maryland
$12.7M +$1.78M +83,300 +16%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.7M +$4.45M +209,748 +54%
GWM
12
GDS Wealth Management
Texas
$12.2M +$2M +93,622 +20%
HighTower Advisors
13
HighTower Advisors
Illinois
$11.9M +$5.17M +241,975 +77%
HI
14
Harbour Investments
Wisconsin
$10.5M +$8.9M +416,393 +547%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.12M +$8.46M +395,705 +1,287%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$8.35M -$547K -25,568 -6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.41M +$1.23M +57,338 +20%
OL
18
Owen LaRue
Kentucky
$5.94M +$5.94M +277,881 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.84M +$3.95M +184,808 +209%
FHC
20
First Heartland Consultants
Missouri
$5.61M -$407K -19,028 -7%
CAN
21
Cetera Advisor Networks
California
$5.29M +$1.1M +51,596 +26%
HFP
22
Holistic Financial Partners
Indiana
$5.26M +$61.9K +2,897 +1%
RJA
23
Raymond James & Associates
Florida
$5.17M +$715K +33,444 +16%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.57M +$3.81M +178,284 +506%
NA
25
NewEdge Advisors
Louisiana
$4.51M +$329K +15,384 +8%