Accel Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Accel Wealth Management’s Portfolio LGOV Stock Details LGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Sell	50,342 -25,976	-34%	-$558K	0.24%	93
2026 Q1	$1.65M	Buy	76,318 +4,025	+6%	+$88.1K	0.43%	59
2025 Q4	$1.58M	Buy	72,293 +10,011	+16%	+$220K	0.43%	61
2025 Q3	$1.35M	Buy	62,282 +998	+2%	+$21.4K	0.39%	65
2025 Q2	$1.31M	Sell	61,284 -343	-0.6%	-$7.28K	0.44%	61
2025 Q1	$1.32M	Sell	61,627 -15,600	-20%	-$329K	0.48%	58
2024 Q4	$1.61M	Buy	77,227 +5,062	+7%	+$108K	0.61%	45
2024 Q3	$1.62M	Buy	+72,165	New	+$1.59M	0.6%	48

Other funds holding LGOV

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Accel Wealth Management's LGOV Position: Q2 2026 in Review

Accel Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 34% in Q2 2026, selling an estimated $558K and leaving 50,342 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #93.

Accel Wealth Management first reported a position in LGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q1 2026. 61 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Accel Wealth Management held 50,342 shares of First Trust Long Duration Opportunities ETF worth $1.08M as of Q2 2026.
Accel Wealth Management sold 25,976 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $558K.
First Trust Long Duration Opportunities ETF made up 0.24% of Accel Wealth Management's portfolio in Q2 2026, its #93 holding.
Accel Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
Accel Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $1.65M in Q1 2026.
61 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.