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First Trust Long Duration Opportunities ETF

147 hedge funds and large institutions have $573M invested in First Trust Long Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

7% more funds holding

Funds holding: 138147 (+9)

4.76% more ownership

Funds ownership: 82.77%87.52% (+4.8%)

4% more capital invested

Capital invested by funds: $554M → $573M (+$19.7M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
21
Increased
66
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$92M +$8.25M +376,658 +10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.6M +$3.6M +164,213 +9%
Morgan Stanley
3
Morgan Stanley
New York
$36.5M +$10.2M +468,102 +38%
CAG
4
Csenge Advisory Group
Florida
$24.5M +$3.54M +161,584 +17%
GWM
5
GDS Wealth Management
Texas
$23.4M +$894K +40,834 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$21.9M -$5.26M -240,425 -19%
SIM
7
Stratos Investment Management
Ohio
$20.2M +$3.93M +179,593 +24%
SI
8
Stephens Inc
Arkansas
$18.8M +$4.36M +199,341 +30%
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$18.1M -$34.1K -1,557 -0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$17.5M +$2.02M +92,455 +13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$17.4M +$561K +25,640 +3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$16.5M +$4.55M +207,997 +37%
MFGM
13
Marshall Financial Group (Maryland)
Maryland
$15M -$438K -19,999 -3%
T
14
Tidemark
California
$13M +$752K +34,342 +6%
CIA
15
Concurrent Investment Advisors
Florida
$11.6M -$628K -28,677 -5%
FEG
16
Financial Enhancement Group
Indiana
$10.9M -$6.01M -274,549 -36%
IWC
17
Integrated Wealth Concepts
Massachusetts
$10.6M -$3.55M -162,272 -25%
Citadel Advisors
18
Citadel Advisors
Florida
$10.3M +$9.75M +445,385 +1,300%
First Trust Advisors
19
First Trust Advisors
Illinois
$8.51M +$2.96M +135,248 +52%
CWA
20
Centennial Wealth Advisory
Michigan
$8.51M +$4.5M +205,721 +109%
AFS
21
Anderson Financial Strategies
Ohio
$7.28M +$75.4K +3,443 +1%
KWM
22
Kingsview Wealth Management
Oregon
$6.4M -$313K -14,304 -5%
HighTower Advisors
23
HighTower Advisors
Illinois
$5.97M -$2.04M -93,134 -25%
FFA
24
Farther Finance Advisors
California
$5.87M +$551K +25,165 +10%
TFGT
25
TS Financial Group (TSFG)
Illinois
$5.7M +$103K +4,722 +2%