Atria Investments’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Atria Investments’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	$448K	Buy	20,772 +2,878	+16%	+$63K	0.01%	1506
2025 Q4	$391K	Buy	17,894 +1,083	+6%	+$23.8K	﹤0.01%	1585
2025 Q3	$366K	Sell	16,811 -1,528	-8%	-$32.8K	﹤0.01%	1604
2025 Q2	$393K	Sell	18,339 -21,919	-54%	-$465K	﹤0.01%	1556
2025 Q1	$866K	Buy	40,258 +206	+0.5%	+$4.35K	0.01%	1064
2024 Q4	$835K	Buy	40,052 +126	+0.3%	+$2.7K	0.01%	1073
2024 Q3	$894K	Sell	39,926 -88	-0.2%	-$1.94K	0.01%	1024
2024 Q2	$841K	Sell	40,014 -8,545	-18%	-$178K	0.01%	1030
2024 Q1	$1.04M	Sell	48,559 -31,886	-40%	-$685K	0.01%	946
2023 Q4	$1.78M	Buy	+80,445	New	+$1.66M	0.03%	641

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

Atria Investments's LGOV Position: Q1 2026 in Review

Atria Investments increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 16% in Q1 2026, buying an estimated $63K and bringing the position to 20,772 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #1506.

Atria Investments first reported a position in LGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q4 2023. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Atria Investments held 20,772 shares of First Trust Long Duration Opportunities ETF worth $448K as of Q1 2026.
Atria Investments bought 2,878 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $63K.
First Trust Long Duration Opportunities ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1506 holding.
Atria Investments first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
Atria Investments's First Trust Long Duration Opportunities ETF position peaked at $1.78M in Q4 2023.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.