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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

126 hedge funds and large institutions have $528M invested in First Trust Long Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
20
Increased
48
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Comprehensive Wealth Management
Washington
+$9.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$7.84M
3
AFS
Anderson Financial Strategies
Ohio
+$6.74M
4
FEG
Financial Enhancement Group
Indiana
+$6.59M
5
LPL Financial
LPL Financial
California
+$5.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$10.2M
2
AWS
Atria Wealth Solutions
New York
-$9.78M
3
FH
FWG Holdings
Florida
-$7.82M
4
CWP
Cyndeo Wealth Partners
Florida
-$6.18M
5
AAP
Arax Advisory Partners
Colorado
-$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$68.7M +$5.78M +268,657 +9%
Morgan Stanley
2
Morgan Stanley
New York
$31.1M +$3.12M +145,146 +11%
Raymond James Financial
3
Raymond James Financial
Florida
$26.9M -$2.48M -115,460 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.5M +$1.08M +50,300 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.8M +$3.22M +149,850 +17%
GWM
6
GDS Wealth Management
Texas
$21.1M +$2.25M +104,645 +12%
FEG
7
Financial Enhancement Group
Indiana
$21M +$6.59M +314,626 +46%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$19M -$563K -26,183 -3%
HighTower Advisors
9
HighTower Advisors
Illinois
$18.6M +$143K +6,646 +0.8%
CAG
10
Csenge Advisory Group
Florida
$18.2M +$3.94M +184,691 +28%
BIG
11
Brookwood Investment Group
Arizona
$15.5M +$15.5M +720,743 New
MFGM
12
Marshall Financial Group (Maryland)
Maryland
$14.8M +$298K +13,850 +2%
SI
13
Stephens Inc
Arkansas
$14.7M +$585K +27,195 +4%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$12.7M +$4.21M +195,938 +50%
AWS
15
Atria Wealth Solutions
New York
$12.4M -$9.78M -454,782 -44%
VA
16
VestGen Advisors
Illinois
$10.9M +$10.9M +507,026 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.7M +$183K +8,513 +2%
CWM
18
Comprehensive Wealth Management
Washington
$9.5M +$9.5M +441,843 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$9.13M +$768K +35,701 +9%
HI
20
Harbour Investments
Wisconsin
$8.42M -$396K -18,397 -4%
IWC
21
Integrated Wealth Concepts
Massachusetts
$7.84M +$7.84M +364,765 New
Osaic Holdings
22
Osaic Holdings
Arizona
$7.34M -$253K -11,763 -3%
GIA
23
Gladstone Institutional Advisory
Florida
$7.24M -$735K -34,203 -9%
AFS
24
Anderson Financial Strategies
Ohio
$6.74M +$6.74M +313,481 New
AAS
25
Avantax Advisory Services
Texas
$5.46M +$1.13M +52,705 +26%
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