AE Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
74,461
-19,952
| -21% | -$427K | 0.01% | 594 |
|
|
2025
Q1 | $2.03M | Sell |
94,413
-5,098
| -5% | -$110K | 0.02% | 526 |
|
|
2024
Q4 | $2.07M | Sell |
99,511
-9,978
| -9% | -$208K | 0.02% | 514 |
|
|
2024
Q3 | $2.45M | Buy |
109,489
+29,426
| +37% | +$659K | 0.02% | 479 |
|
|
2024
Q2 | $1.68M | Buy |
80,063
+10,780
| +16% | +$227K | 0.02% | 562 |
|
|
2024
Q1 | $1.48M | Buy |
69,283
+24,978
| +56% | +$534K | 0.02% | 569 |
|
|
2023
Q4 | $948K | Sell |
44,305
-14,084
| -24% | -$301K | ﹤0.01% | 1175 |
|
|
2023
Q3 | $1.18M | Sell |
58,389
-192,344
| -77% | -$3.9M | 0.01% | 1031 |
|
|
2023
Q2 | $5.58M | Buy |
+250,733
| New | +$5.58M | 0.03% | 509 |
|
|
2022
Q3 | – | Sell |
-232,265
| Closed | -$5.53M | – | 1814 |
|
|
2022
Q2 | $5.53M | Sell |
232,265
-21,173
| -8% | -$504K | 0.04% | 393 |
|
|
2022
Q1 | $6.54M | Buy |
253,438
+35,812
| +16% | +$925K | 0.04% | 372 |
|
|
2021
Q4 | $6.04M | Buy |
217,626
+22,525
| +12% | +$625K | 0.04% | 385 |
|
|
2021
Q3 | $5.38M | Buy |
195,101
+18,887
| +11% | +$521K | 0.04% | 367 |
|
|
2021
Q2 | $4.91M | Sell |
176,214
-3,911
| -2% | -$109K | 0.04% | 369 |
|
|
2021
Q1 | $4.84M | Sell |
180,125
-77,805
| -30% | -$2.09M | 0.05% | 316 |
|
|
2020
Q4 | $7.49M | Buy |
257,930
+92,505
| +56% | +$2.69M | 0.09% | 220 |
|
|
2020
Q3 | $4.91M | Buy |
165,425
+19,338
| +13% | +$574K | 0.07% | 239 |
|
|
2020
Q2 | $4.38M | Buy |
146,087
+90,854
| +164% | +$2.72M | 0.07% | 240 |
|
|
2020
Q1 | $1.6M | Sell |
55,233
-7,122
| -11% | -$207K | 0.04% | 356 |
|
|
2019
Q4 | $1.69M | Buy |
62,355
+27,197
| +77% | +$737K | 0.04% | 386 |
|
|
2019
Q3 | $988K | Buy |
+35,158
| New | +$988K | 0.03% | 447 |
|