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First Trust Long Duration Opportunities ETF

117 hedge funds and large institutions have $497M invested in First Trust Long Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
60
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$63.7M +$20.9M +935,036 +49%
Morgan Stanley
2
Morgan Stanley
New York
$25.4M +$2.9M +129,519 +13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.3M +$1.19M +53,103 +5%
AWS
4
Atria Wealth Solutions
New York
$24M +$359K +16,009 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$21.9M +$8.6M +384,105 +65%
HighTower Advisors
6
HighTower Advisors
Illinois
$21M +$3.08M +137,364 +17%
GIA
7
Gladstone Institutional Advisory
Florida
$20.5M -$1.78M -79,243 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.7M +$510K +22,749 +3%
GWM
9
GDS Wealth Management
Texas
$17.4M +$2.01M +89,642 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$17.1M +$726K +32,423 +4%
SI
11
Stephens Inc
Arkansas
$16.3M +$2.87M +127,913 +21%
RJA
12
Raymond James & Associates
Florida
$15.8M +$10.2M +456,002 +182%
CAG
13
Csenge Advisory Group
Florida
$14.7M +$14.7M +674,897 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$14.4M +$9.01M +402,370 +168%
MFGM
15
Marshall Financial Group (Maryland)
Maryland
$14.2M -$200K -8,928 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.7M +$1.06M +47,387 +11%
HI
17
Harbour Investments
Wisconsin
$8.52M -$1.05M -46,857 -11%
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$8.44M -$400K -17,854 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$8.15M -$2.89M -129,068 -26%
OL
20
Owen LaRue
Kentucky
$7.36M +$541K +24,164 +8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$7.21M +$546K +24,378 +8%
HFP
22
Holistic Financial Partners
Indiana
$5.65M +$169K +7,549 +3%
NA
23
NewEdge Advisors
Louisiana
$5.33M -$606K -27,061 -10%
First Trust Advisors
24
First Trust Advisors
Illinois
$5.17M +$452K +20,160 +10%
Stifel Financial
25
Stifel Financial
Missouri
$4.86M +$3.98M +177,485 +447%