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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

126 hedge funds and large institutions have $484M invested in First Trust Long Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
52
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
+$14.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.2M
3
FH
FWG Holdings
Florida
+$7.82M
4
CWP
Cyndeo Wealth Partners
Florida
+$6.18M
5
AAP
Arax Advisory Partners
Colorado
+$5.54M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$13M
2
GIA
Gladstone Institutional Advisory
Florida
-$11.4M
3
OL
Owen LaRue
Kentucky
-$7.36M
4
Stifel Financial
Stifel Financial
Missouri
-$3.6M
5
SPC
Sigma Planning Corp
Michigan
-$2.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$61M +$1.74M +83,278 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$28.5M +$28.5M +1,366,849 New
Morgan Stanley
3
Morgan Stanley
New York
$27.1M +$3.52M +168,736 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.7M -$854K -40,985 -4%
AWS
5
Atria Wealth Solutions
New York
$21.5M -$823K -39,495 -4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$19M +$3.05M +146,327 +19%
GWM
7
GDS Wealth Management
Texas
$18.3M +$2.1M +100,602 +13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18M +$619K +29,721 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$17.9M -$1.69M -81,314 -9%
MFGM
10
Marshall Financial Group (Maryland)
Maryland
$14.1M +$901K +43,218 +7%
FEG
11
Financial Enhancement Group
Indiana
$14.1M +$14.1M +690,307 New
CAG
12
Csenge Advisory Group
Florida
$14M -$79.4K -3,812 -0.6%
SI
13
Stephens Inc
Arkansas
$13.7M -$1.5M -71,966 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.2M +$296K +14,190 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$10.2M +$10.2M +489,771 New
HI
16
Harbour Investments
Wisconsin
$8.54M +$610K +29,289 +8%
WCFA
17
Walkner Condon Financial Advisors
Wisconsin
$8.18M +$325K +15,596 +4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$8.11M +$527K +25,306 +7%
FH
19
FWG Holdings
Florida
$7.82M +$7.82M +373,883 New
GIA
20
Gladstone Institutional Advisory
Florida
$7.73M -$11.4M -544,932 -60%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$7.65M +$945K +45,332 +14%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.36M -$13M -624,804 -64%
CWP
23
Cyndeo Wealth Partners
Florida
$6.18M +$6.18M +296,623 New
AAP
24
Arax Advisory Partners
Colorado
$5.54M +$5.54M +265,901 New
NA
25
NewEdge Advisors
Louisiana
$5.02M +$61.6K +2,954 +1%
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