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First Trust Long Duration Opportunities ETF

111 hedge funds and large institutions have $381M invested in First Trust Long Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
49
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$40.1M +$10.7M +511,163 +37%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.6M +$195K +9,260 +0.9%
AWS
3
Atria Wealth Solutions
New York
$22.2M +$2.81M +133,540 +14%
Morgan Stanley
4
Morgan Stanley
New York
$21.1M +$3.32M +157,886 +19%
GIA
5
Gladstone Institutional Advisory
Florida
$20.9M -$148K -7,055 -0.7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.1M +$1.57M +74,773 +10%
HighTower Advisors
7
HighTower Advisors
Illinois
$16.9M +$5.13M +243,796 +44%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$15.4M -$1.51M -71,613 -9%
GWM
9
GDS Wealth Management
Texas
$14.4M +$2.39M +113,836 +20%
MFGM
10
Marshall Financial Group (Maryland)
Maryland
$13.5M +$1.04M +49,579 +8%
SI
11
Stephens Inc
Arkansas
$12.7M -$341K -16,235 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.4M -$58.9K -2,821 -0.5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$10.4M +$1.4M +66,454 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.03M +$1.74M +82,753 +24%
HI
15
Harbour Investments
Wisconsin
$8.99M -$1.37M -65,134 -13%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$8.3M +$92.7K +4,407 +1%
OL
17
Owen LaRue
Kentucky
$6.4M +$560K +26,623 +10%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$6.25M +$511K +24,293 +9%
NA
19
NewEdge Advisors
Louisiana
$5.57M +$1.14M +54,092 +26%
RJA
20
Raymond James & Associates
Florida
$5.28M +$201K +9,577 +4%
HFP
21
Holistic Financial Partners
Indiana
$5.15M -$24K -1,139 -0.5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.05M +$3.07M +145,816 +155%
First Trust Advisors
23
First Trust Advisors
Illinois
$4.43M +$341K +16,238 +8%
KAS
24
Kestra Advisory Services
Texas
$4.12M -$8.95M -425,467 -68%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4M -$491K -23,355 -11%