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First Trust Long Duration Opportunities ETF

135 hedge funds and large institutions have $544M invested in First Trust Long Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 131135 (+4)

2% more capital invested

Capital invested by funds: $535M → $544M (+$9M)

3.69% less ownership

Funds ownership: 80.96%77.26% (-3.7%)

27% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 64

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
14
Increased
47
Reduced
64
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$58.1M -$10.3M -483,321 -15%
Raymond James Financial
2
Raymond James Financial
Florida
$36.6M +$9.69M +456,623 +36%
CWM
3
Comprehensive Wealth Management
Washington
$33.8M +$24.1M +1,138,139 +258%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.8M +$3.99M +187,842 +19%
FEG
5
Financial Enhancement Group
Indiana
$24.5M +$3.34M +157,640 +16%
Morgan Stanley
6
Morgan Stanley
New York
$24.1M -$6.87M -323,881 -22%
GWM
7
GDS Wealth Management
Texas
$21.7M +$731K +34,463 +4%
CAG
8
Csenge Advisory Group
Florida
$19M +$971K +45,777 +5%
HighTower Advisors
9
HighTower Advisors
Illinois
$18.1M -$366K -17,240 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$17.9M -$1.05M -49,670 -6%
MFGM
11
Marshall Financial Group (Maryland)
Maryland
$14.4M -$202K -9,523 -1%
AWS
12
Atria Wealth Solutions
New York
$14.2M +$1.83M +86,159 +15%
SI
13
Stephens Inc
Arkansas
$13.7M -$994K -46,869 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.6M -$10.6M -501,564 -44%
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$11.5M -$1.07M -50,405 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.9M +$224K +10,568 +2%
BIG
17
Brookwood Investment Group
Arizona
$10.9M -$4.53M -213,682 -30%
Jane Street
18
Jane Street
New York
$8.46M +$6.34M +298,781 +311%
IWC
19
Integrated Wealth Concepts
Massachusetts
$8.31M +$494K +23,301 +6%
HI
20
Harbour Investments
Wisconsin
$8.22M -$158K -7,469 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.33M +$18.6K +877 +0.3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$6.61M -$2.46M -116,164 -27%
AFS
23
Anderson Financial Strategies
Ohio
$6.29M -$416K -19,586 -6%
P
24
&Partners
Tennessee
$5.54M +$1.11M +52,129 +25%
Citadel Advisors
25
Citadel Advisors
Florida
$5.43M +$5.37M +253,277 New

LGOV Hedge Fund Activity: Q2 2025 in Review

135 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q2 2025, worth a combined $544M — up 1.7% from $535M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LGOV positions and 9 closed out — a net gain of 5 holders — while 47 added to existing stakes and 64 trimmed.

The largest buyer was Comprehensive Wealth Management, adding an estimated $24.1M. The largest seller was VestGen Advisors, exiting entirely with an estimated $10.9M sold.

  • 135 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q2 2025, up from 131 in Q1 2025.
  • Funds reported $544M of First Trust Long Duration Opportunities ETF stock for Q2 2025, up 1.7% quarter-over-quarter.
  • 14 funds opened new First Trust Long Duration Opportunities ETF positions in Q2 2025 and 9 closed out, a net change of +5 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q2 2025 was Comprehensive Wealth Management, an estimated $24.1M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q2 2025 was VestGen Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2025.