Allworth Financial’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Allworth Financial’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 Q1	$20.4K	Buy	944 +10	+1%	+$219	﹤0.01%	2995
2025 Q4	$20.4K	Buy	934 +9	+1%	+$198	﹤0.01%	2815
2025 Q3	$20.1K	Buy	925 +10	+1%	+$215	﹤0.01%	2707
2025 Q2	$19.6K	Buy	915 +9	+1%	+$191	﹤0.01%	2540
2025 Q1	$19.2K	Buy	906 +9	+1%	+$190	﹤0.01%	2108
2024 Q4	$18.7K	Buy	897 +9	+1%	+$193	﹤0.01%	2154
2024 Q3	$19.9K	Buy	888 +8	+0.9%	+$176	﹤0.01%	1915
2024 Q2	$18.8K	Buy	+880	New	+$18.3K	﹤0.01%	1919

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial's LGOV Position: Q1 2026 in Review

Allworth Financial increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 1.1% in Q1 2026, buying an estimated $219 and bringing the position to 944 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

Allworth Financial first reported a position in LGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $20.4K in Q4 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Allworth Financial held 944 shares of First Trust Long Duration Opportunities ETF worth $20.4K as of Q1 2026.
Allworth Financial bought 10 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $219.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2995 holding.
Allworth Financial first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
Allworth Financial's First Trust Long Duration Opportunities ETF position peaked at $20.4K in Q4 2025.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.