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 Q2	$7.76M	Buy	368,715 +29,475	+9%	+$633K	4.03%	11
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Anderson Financial Strategies's LGOV Position: Q2 2026 in Review

Anderson Financial Strategies increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 8.7% in Q2 2026, buying an estimated $633K and bringing the position to 368,715 shares worth $7.76M. The position accounts for 4.03% of the portfolio, ranked #11.

Anderson Financial Strategies first reported a position in LGOV in Q1 2025 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Anderson Financial Strategies held 368,715 shares of First Trust Long Duration Opportunities ETF worth $7.76M as of Q2 2026.
Anderson Financial Strategies bought 29,475 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $633K.
First Trust Long Duration Opportunities ETF made up 4.03% of Anderson Financial Strategies's portfolio in Q2 2026, its #11 holding.
Anderson Financial Strategies first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.