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Altus Wealth Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Altus Wealth Group’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
2024
Q4 		– Sell
-12,593
Closed -$282K – 148
2024
Q3 		$282K Sell
12,593
-124
-1% -$2.73K 0.12% 115
2024
Q2 		$267K Sell
12,717
-7,147
-36% -$149K 0.13% 113
2024
Q1 		$425K Buy
+19,864
New +$427K 0.21% 93

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Altus Wealth Group's LGOV Position: Q4 2024 in Review

Altus Wealth Group sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 12,593 shares — an estimated $282K sold.

Altus Wealth Group first reported a position in LGOV in Q1 2024 and held it in 3 quarters. The position peaked at $425K in Q1 2024. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

  • Altus Wealth Group reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Altus Wealth Group sold 12,593 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $282K.
  • Altus Wealth Group first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and held it in 3 quarters.
  • Altus Wealth Group's First Trust Long Duration Opportunities ETF position peaked at $425K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Altus Wealth Group's 13F filing for Q4 2024, filed 10 Feb 2025.