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First Trust Long Duration Opportunities ETF

131 hedge funds and large institutions have $535M invested in First Trust Long Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $490M → $535M (+$45.7M)

2% more funds holding

Funds holding: 128131 (+3)

0.58% more ownership

Funds ownership: 80.37%80.96% (+0.58%)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
1.76%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
21
Increased
50
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$68.7M +$5.67M +268,657 +9%
Morgan Stanley
2
Morgan Stanley
New York
$31.1M +$3.07M +145,146 +11%
Raymond James Financial
3
Raymond James Financial
Florida
$26.9M -$2.44M -115,460 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.5M +$1.06M +50,300 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.8M +$3.16M +149,850 +17%
GWM
6
GDS Wealth Management
Texas
$21.1M +$2.21M +104,645 +12%
FEG
7
Financial Enhancement Group
Indiana
$21M +$6.64M +314,626 +46%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$19M -$553K -26,183 -3%
HighTower Advisors
9
HighTower Advisors
Illinois
$18.6M +$140K +6,646 +0.8%
CAG
10
Csenge Advisory Group
Florida
$18.2M +$3.9M +184,691 +28%
BIG
11
Brookwood Investment Group
Arizona
$15.5M +$15.2M +720,743 New
MFGM
12
Marshall Financial Group (Maryland)
Maryland
$14.8M +$293K +13,850 +2%
SI
13
Stephens Inc
Arkansas
$14.7M +$574K +27,195 +4%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$12.7M +$4.14M +195,938 +50%
AWS
15
Atria Wealth Solutions
New York
$12.4M -$9.61M -454,782 -44%
VA
16
VestGen Advisors
Illinois
$10.9M +$10.7M +507,026 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.7M +$180K +8,513 +2%
CWM
18
Comprehensive Wealth Management
Washington
$9.5M +$9.33M +441,843 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$9.13M +$754K +35,701 +9%
HI
20
Harbour Investments
Wisconsin
$8.42M -$389K -18,397 -4%
IWC
21
Integrated Wealth Concepts
Massachusetts
$7.84M +$7.7M +364,765 New
Osaic Holdings
22
Osaic Holdings
Arizona
$7.34M -$248K -11,763 -3%
GIA
23
Gladstone Institutional Advisory
Florida
$7.24M -$722K -34,203 -9%
AFS
24
Anderson Financial Strategies
Ohio
$6.74M +$6.62M +313,481 New
AAS
25
Avantax Advisory Services
Texas
$5.46M +$1.11M +52,705 +26%

LGOV Hedge Fund Activity: Q1 2025 in Review

131 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q1 2025, worth a combined $535M — up 9.3% from $490M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGOV positions and 16 closed out — a net gain of 5 holders — while 50 added to existing stakes and 54 trimmed.

The largest buyer was Comprehensive Wealth Management, opening a new position worth an estimated $9.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.2M sold.

  • 131 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $535M of First Trust Long Duration Opportunities ETF stock for Q1 2025, up 9.3% quarter-over-quarter.
  • 21 funds opened new First Trust Long Duration Opportunities ETF positions in Q1 2025 and 16 closed out, a net change of +5 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q1 2025 was Comprehensive Wealth Management, an estimated $9.33M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q1 2025 was Citadel Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.