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

Anderson Financial Strategies’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 		$7.28M Buy
339,240
+3,443
+1% +$75.4K 4% 12
2025
Q4 		$7.33M Buy
335,797
+11,702
+4% +$257K 4.26% 10
2025
Q3 		$7.05M Buy
324,095
+30,200
+10% +$648K 4.17% 11
2025
Q2 		$6.29M Sell
293,895
-19,586
-6% -$416K 4.03% 11
2025
Q1 		$6.74M Buy
+313,481
New +$6.62M 4.12% 10

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
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
SI
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Anderson Financial Strategies's LGOV Position: Q1 2026 in Review

Anderson Financial Strategies increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 1% in Q1 2026, buying an estimated $75.4K and bringing the position to 339,240 shares worth $7.28M. The position accounts for 4% of the portfolio, ranked #12.

Anderson Financial Strategies first reported a position in LGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.33M in Q4 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Anderson Financial Strategies held 339,240 shares of First Trust Long Duration Opportunities ETF worth $7.28M as of Q1 2026.
  • Anderson Financial Strategies bought 3,443 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $75.4K.
  • First Trust Long Duration Opportunities ETF made up 4% of Anderson Financial Strategies's portfolio in Q1 2026, its #12 holding.
  • Anderson Financial Strategies first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
  • Anderson Financial Strategies's First Trust Long Duration Opportunities ETF position peaked at $7.33M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

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