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First Trust Long Duration Opportunities ETF

119 hedge funds and large institutions have $532M invested in First Trust Long Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$75.9M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$38.9M
Raymond James Financial
3
Raymond James Financial
Florida
$36.5M
CWM
4
Comprehensive Wealth Management
Washington
$31.6M
Morgan Stanley
5
Morgan Stanley
New York
$25.4M
FEG
6
Financial Enhancement Group
Indiana
$23.4M
GWM
7
GDS Wealth Management
Texas
$23.3M
CAG
8
Csenge Advisory Group
Florida
$20M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$17.5M
SIM
10
Stratos Investment Management
Ohio
$16M
MFGM
11
Marshall Financial Group (Maryland)
Maryland
$15M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.8M
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$14.7M
SI
14
Stephens Inc
Arkansas
$14.2M
IWC
15
Integrated Wealth Concepts
Massachusetts
$13.7M
HighTower Advisors
16
HighTower Advisors
Illinois
$13.3M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.5M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.28M
AFS
19
Anderson Financial Strategies
Ohio
$7.05M
Osaic Holdings
20
Osaic Holdings
Arizona
$6.44M
AI
21
Arvest Investments
Arkansas
$6.2M
FFA
22
Farther Finance Advisors
California
$5.21M
NA
23
NewEdge Advisors
Louisiana
$4.89M
P
24
&Partners
Tennessee
$4.88M
First Trust Advisors
25
First Trust Advisors
Illinois
$4.63M