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First Trust Long Duration Opportunities ETF

135 hedge funds and large institutions have $546M invested in First Trust Long Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
$84.9M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$40.5M
Raymond James Financial
3
Raymond James Financial
Florida
$27.4M
Morgan Stanley
4
Morgan Stanley
New York
$26.7M
CWM
5
Comprehensive Wealth Management
Washington
$24.9M
GWM
6
GDS Wealth Management
Texas
$22.8M
CAG
7
Csenge Advisory Group
Florida
$21.3M
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$18.4M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$17.1M
FEG
10
Financial Enhancement Group
Indiana
$16.8M
SIM
11
Stratos Investment Management
Ohio
$16.5M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.7M
MFGM
13
Marshall Financial Group (Maryland)
Maryland
$15.6M
SI
14
Stephens Inc
Arkansas
$14.7M
IWC
15
Integrated Wealth Concepts
Massachusetts
$14.3M
T
16
Tidemark
California
$12.4M
CIA
17
Concurrent Investment Advisors
Florida
$12.3M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.2M
HighTower Advisors
19
HighTower Advisors
Illinois
$8.08M
AFS
20
Anderson Financial Strategies
Ohio
$7.33M
KWM
21
Kingsview Wealth Management
Oregon
$6.79M
TFGT
22
TS Financial Group (TSFG)
Illinois
$5.67M
First Trust Advisors
23
First Trust Advisors
Illinois
$5.66M
FFA
24
Farther Finance Advisors
California
$5.4M
P
25
&Partners
Tennessee
$4.83M