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First Trust Long Duration Opportunities ETF

145 hedge funds and large institutions have $564M invested in First Trust Long Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
$92M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.6M
Morgan Stanley
3
Morgan Stanley
New York
$36.5M
CAG
4
Csenge Advisory Group
Florida
$24.5M
GWM
5
GDS Wealth Management
Texas
$23.4M
Raymond James Financial
6
Raymond James Financial
Florida
$21.9M
SIM
7
Stratos Investment Management
Ohio
$20.2M
SI
8
Stephens Inc
Arkansas
$18.8M
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$18.1M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$17.5M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$17.4M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$16.5M
MFGM
13
Marshall Financial Group (Maryland)
Maryland
$15M
T
14
Tidemark
California
$13M
CIA
15
Concurrent Investment Advisors
Florida
$11.6M
FEG
16
Financial Enhancement Group
Indiana
$10.9M
IWC
17
Integrated Wealth Concepts
Massachusetts
$10.6M
Citadel Advisors
18
Citadel Advisors
Florida
$10.3M
First Trust Advisors
19
First Trust Advisors
Illinois
$8.51M
CWA
20
Centennial Wealth Advisory
Michigan
$8.51M
AFS
21
Anderson Financial Strategies
Ohio
$7.28M
KWM
22
Kingsview Wealth Management
Oregon
$6.4M
HighTower Advisors
23
HighTower Advisors
Illinois
$5.97M
FFA
24
Farther Finance Advisors
California
$5.87M
TFGT
25
TS Financial Group (TSFG)
Illinois
$5.7M