First Trust Long Duration Opportunities ETF
LGOV
128 hedge funds and large institutions have $490M invested in First Trust Long Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 42
8% more funds holding
Funds holding: 118 → 128 (+10)
0.26% less ownership
Funds ownership: 80.63% → 80.37% (-0.26%)
2% less capital invested
Capital invested by funds: $499M → $490M (-$9.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$14.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$10.5M |
| 3 |
FH
FWG Holdings
Winter Park,
Florida
|
+$8M |
| 4 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$6.35M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$5.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.4M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$11.7M |
| 3 |
OL
Owen LaRue
Elizabethtown,
Kentucky
|
-$7.36M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$3.7M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.61M |
LGOV Hedge Fund Activity: Q4 2024 in Review
128 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2024, worth a combined $490M — down 1.8% from $499M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new LGOV positions and 15 closed out — a net gain of 14 holders — while 52 added to existing stakes and 42 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $14.8M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.
- 128 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2024, up from 118 in Q3 2024.
- Funds reported $490M of First Trust Long Duration Opportunities ETF stock for Q4 2024, down 1.8% quarter-over-quarter.
- 29 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2024 and 15 closed out, a net change of +14 holders.
- The largest First Trust Long Duration Opportunities ETF buyer in Q4 2024 was Financial Enhancement Group, an estimated $14.8M added.
- The largest First Trust Long Duration Opportunities ETF seller in Q4 2024 was Osaic Holdings, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2024.