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First Trust Long Duration Opportunities ETF
LGOV

138 hedge funds and large institutions have $554M invested in First Trust Long Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

10% more funds holding

Funds holding: 125 → 138 (+13)

2% more capital invested

Capital invested by funds: $540M → $554M (+$13.5M)

0.67% more ownership

Funds ownership: 82.1% → 82.77% (+0.67%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
22
Increased
61
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
Tidemark
California
+$12.4M
2
CIA
Concurrent Investment Advisors
Florida
+$11.4M
3
LPL Financial
LPL Financial
California
+$8.83M
4
KWM
Kingsview Wealth Management
Oregon
+$5.41M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$3.63M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$9.29M
3
CWM
Comprehensive Wealth Management
Washington
-$6.79M
4
FEG
Financial Enhancement Group
Indiana
-$6.52M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$84.9M +$8.83M +401,560 +12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$40.5M +$1.53M +69,801 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$27.4M -$9.29M -422,610 -25%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M +$1.24M +56,370 +5%
CWM
5
Comprehensive Wealth Management
Washington
$24.9M -$6.79M -309,047 -21%
GWM
6
GDS Wealth Management
Texas
$22.8M -$583K -26,517 -2%
CAG
7
Csenge Advisory Group
Florida
$21.3M +$1.25M +56,704 +6%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$18.4M +$3.63M +164,934 +24%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$17.1M -$545K -24,776 -3%
FEG
10
Financial Enhancement Group
Indiana
$16.8M -$6.52M -296,366 -28%
SIM
11
Stratos Investment Management
Ohio
$16.5M +$471K +21,404 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.7M +$914K +41,569 +6%
MFGM
13
Marshall Financial Group (Maryland)
Maryland
$15.6M +$626K +28,492 +4%
SI
14
Stephens Inc
Arkansas
$14.7M +$423K +19,229 +3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$14.3M +$573K +26,054 +4%
T
16
Tidemark
California
$12.4M +$12.4M +566,126 New
CIA
17
Concurrent Investment Advisors
Florida
$12.3M +$11.4M +517,283 +1,085%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.2M +$2.91M +132,286 +31%
HighTower Advisors
19
HighTower Advisors
Illinois
$8.08M -$5.31M -241,575 -40%
AFS
20
Anderson Financial Strategies
Ohio
$7.33M +$257K +11,702 +4%
KWM
21
Kingsview Wealth Management
Oregon
$6.79M +$5.41M +246,047 +379%
TFGT
22
TS Financial Group (TSFG)
Illinois
$5.67M +$1.63M +74,227 +40%
First Trust Advisors
23
First Trust Advisors
Illinois
$5.66M +$1.02M +46,445 +22%
FFA
24
Farther Finance Advisors
California
$5.4M +$176K +8,002 +3%
MFN
25
Midwest Financial Network
Illinois
$5.21M +$185K +8,435 +4%
1
2 3 4 5

LGOV Hedge Fund Activity: Q4 2025 in Review

138 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Long Duration Opportunities ETF (LGOV) for Q4 2025, worth a combined $554M — up 2.5% from $540M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LGOV positions and 8 closed out — a net gain of 14 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Tidemark, opening a new position worth an estimated $12.4M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.5M.

  • 138 institutional investors held First Trust Long Duration Opportunities ETF (LGOV) as of Q4 2025, up from 125 in Q3 2025.
  • Funds reported $554M of First Trust Long Duration Opportunities ETF stock for Q4 2025, up 2.5% quarter-over-quarter.
  • 22 funds opened new First Trust Long Duration Opportunities ETF positions in Q4 2025 and 8 closed out, a net change of +14 holders.
  • The largest First Trust Long Duration Opportunities ETF buyer in Q4 2025 was Tidemark, an estimated $12.4M added.
  • The largest First Trust Long Duration Opportunities ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.