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First Trust Long Duration Opportunities ETF
LGOV

Overview Fund Activity

129 hedge funds and large institutions have $537M invested in First Trust Long Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
14
Increased
44
Reduced
61
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Comprehensive Wealth Management
Washington
$33.8M
2
Raymond James Financial
Raymond James Financial
Florida
$36.6M
3
Jane Street
Jane Street
New York
$8.46M
4
Citadel Advisors
Citadel Advisors
Florida
$5.43M
5
AI
Arvest Investments
Arkansas
$5.34M

Top Sellers

1
VA
VestGen Advisors
Illinois
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.6M
3
LPL Financial
LPL Financial
California
$58.1M
4
Morgan Stanley
Morgan Stanley
New York
$24.1M
5
BIG
Brookwood Investment Group
Arizona
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$58.1M -$10.4M -483,321 -15%
Raymond James Financial
2
Raymond James Financial
Florida
$36.6M +$9.78M +456,623 +36%
CWM
3
Comprehensive Wealth Management
Washington
$33.8M +$24.4M +1,138,139 +258%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.8M +$4.02M +187,842 +19%
FEG
5
Financial Enhancement Group
Indiana
$24.5M +$3.32M +157,640 +16%
Morgan Stanley
6
Morgan Stanley
New York
$24.1M -$6.94M -323,881 -22%
GWM
7
GDS Wealth Management
Texas
$21.7M +$738K +34,463 +4%
CAG
8
Csenge Advisory Group
Florida
$19M +$966K +45,777 +5%
HighTower Advisors
9
HighTower Advisors
Illinois
$18.1M -$369K -17,240 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$17.9M -$1.06M -49,670 -6%
MFGM
11
Marshall Financial Group (Maryland)
Maryland
$14.4M -$201K -9,523 -1%
AWS
12
Atria Wealth Solutions
New York
$14.2M +$1.85M +86,159 +15%
SI
13
Stephens Inc
Arkansas
$13.7M -$1M -46,869 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.6M -$10.7M -501,564 -44%
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$11.5M -$1.08M -50,405 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.9M +$226K +10,568 +2%
BIG
17
Brookwood Investment Group
Arizona
$10.9M -$4.58M -213,682 -30%
Jane Street
18
Jane Street
New York
$8.46M +$6.4M +298,781 +311%
IWC
19
Integrated Wealth Concepts
Massachusetts
$8.31M +$499K +23,301 +6%
HI
20
Harbour Investments
Wisconsin
$8.22M -$160K -7,469 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$8.22M +$1.07M +51,252 +15%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$6.61M -$2.49M -116,164 -27%
AFS
23
Anderson Financial Strategies
Ohio
$6.3M -$420K -19,586 -6%
P
24
&Partners
Tennessee
$5.54M +$1.12M +52,129 +25%
Citadel Advisors
25
Citadel Advisors
Florida
$5.43M +$5.43M +253,277 New
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