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

AE 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 		$1.29M Sell
60,125
-6,199
-9% -$133K 0.01% 814
2026
Q1 		$1.43M Sell
66,324
-835
-1% -$18.3K 0.01% 746
2025
Q4 		$1.47M Sell
67,159
-4,720
-7% -$104K 0.01% 701
2025
Q3 		$1.56M Sell
71,879
-2,582
-3% -$55.4K 0.01% 629
2025
Q2 		$1.59M Sell
74,461
-19,952
-21% -$423K 0.01% 594
2025
Q1 		$2.03M Sell
94,413
-5,098
-5% -$108K 0.02% 526
2024
Q4 		$2.07M Sell
99,511
-9,978
-9% -$214K 0.02% 514
2024
Q3 		$2.45M Buy
109,489
+29,426
+37% +$647K 0.02% 479
2024
Q2 		$1.68M Buy
80,063
+10,780
+16% +$225K 0.02% 563
2024
Q1 		$1.48M Buy
69,283
+24,978
+56% +$537K 0.02% 569
2023
Q4 		$948K Sell
44,305
-14,084
-24% -$291K ﹤0.01% 1176
2023
Q3 		$1.18M Sell
58,389
-192,344
-77% -$4.12M 0.01% 1032
2023
Q2 		$5.58M Buy
+250,733
New +$5.66M 0.03% 509
2022
Q3 		– Sell
-232,265
Closed -$5.53M – 1818
2022
Q2 		$5.53M Sell
232,265
-21,173
-8% -$512K 0.04% 393
2022
Q1 		$6.54M Buy
253,438
+35,812
+16% +$956K 0.04% 373
2021
Q4 		$6.04M Buy
217,626
+22,525
+12% +$625K 0.04% 385
2021
Q3 		$5.38M Buy
195,101
+18,887
+11% +$530K 0.04% 368
2021
Q2 		$4.91M Sell
176,214
-3,911
-2% -$107K 0.04% 370
2021
Q1 		$4.84M Sell
180,125
-77,805
-30% -$2.17M 0.05% 317
2020
Q4 		$7.49M Buy
257,930
+92,505
+56% +$2.7M 0.09% 221
2020
Q3 		$4.91M Buy
165,425
+19,338
+13% +$577K 0.07% 240
2020
Q2 		$4.38M Buy
146,087
+90,854
+164% +$2.68M 0.07% 241
2020
Q1 		$1.6M Sell
55,233
-7,122
-11% -$202K 0.04% 359
2019
Q4 		$1.69M Buy
62,355
+27,197
+77% +$753K 0.04% 387
2019
Q3 		$988K Buy
+35,158
New +$979K 0.03% 447

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AE Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 9.3% in Q2 2026, selling an estimated $133K and leaving 60,125 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #814.

AE Wealth Management first reported a position in LGOV in Q3 2019 and has held it in 25 quarters since. The position peaked at $7.49M in Q4 2020. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • AE Wealth Management held 60,125 shares of First Trust Long Duration Opportunities ETF worth $1.29M as of Q2 2026.
  • AE Wealth Management sold 6,199 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $133K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #814 holding.
  • AE Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q3 2019 and has held it in 25 quarters since.
  • AE Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $7.49M in Q4 2020.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.