First Trust Long Duration Opportunities ETF
LGOV
111 hedge funds and large institutions have $382M 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 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
104% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 24
17% more funds holding
Funds holding: 95 → 111 (+16)
7% more capital invested
Capital invested by funds: $355M → $382M (+$26.2M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
49.38% less ownership
Funds ownership: 130.98% → 81.6% (-49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$5.08M |
| 3 |
Morgan Stanley
New York
|
+$3.29M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.04M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8.86M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.74M |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$4.45M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.49M |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$1.38M |
LGOV Hedge Fund Activity: Q2 2024 in Review
111 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q2 2024, worth a combined $382M — up 7.4% from $355M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LGOV positions and 8 closed out — a net gain of 19 holders — while 49 added to existing stakes and 24 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.6M. The largest seller was Kestra Advisory Services, cutting an estimated $8.86M.
- 111 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q2 2024, up from 95 in Q1 2024.
- Funds reported $382M of First Trust Long Duration Opportunities ETF stock for Q2 2024, up 7.4% quarter-over-quarter.
- 27 funds opened new First Trust Long Duration Opportunities ETF positions in Q2 2024 and 8 closed out, a net change of +19 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q2 2024 was LPL Financial, an estimated $10.6M added.
- The largest First Trust Long Duration Opportunities ETF seller in Q2 2024 was Kestra Advisory Services, an estimated $8.86M sold.
Based on aggregated 13F filings for Q2 2024.