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

Atria Wealth Solutions’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
2025 Q2	$14.2M	Buy	662,844 +86,159	+15%	+$1.83M	0.32%	67
2025 Q1	$12.4M	Sell	576,685 -454,782	-44%	-$9.61M	0.15%	145
2024 Q4	$21.5M	Sell	1,031,467 -39,495	-4%	-$846K	0.24%	92
2024 Q3	$24M	Buy	1,070,962 +16,009	+2%	+$352K	0.26%	82
2024 Q2	$22.2M	Buy	1,054,953 +133,540	+14%	+$2.78M	0.24%	84
2024 Q1	$19.7M	Buy	921,413 +404,818	+78%	+$8.7M	0.22%	97
2023 Q4	$11.4M	Buy	516,595 +28,557	+6%	+$589K	0.14%	152
2023 Q3	$9.9M	Sell	488,038 -14,682	-3%	-$315K	0.14%	158
2023 Q2	$11.2M	Buy	+502,720	New	+$11.4M	0.15%	139

Other funds holding LGOV

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

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

GWM

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

CAG

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atria Wealth Solutions's LGOV Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 15% in Q2 2025, buying an estimated $1.83M and bringing the position to 662,844 shares worth $14.2M. The position accounts for 0.32% of the portfolio, ranked #67.

Atria Wealth Solutions first reported a position in LGOV in Q2 2023 and has held it in 9 quarters since. The position peaked at $24M in Q3 2024. 135 funds tracked by Wall St. Rank hold LGOV as of Q2 2025.

Atria Wealth Solutions held 662,844 shares of First Trust Long Duration Opportunities ETF worth $14.2M as of Q2 2025.
Atria Wealth Solutions bought 86,159 First Trust Long Duration Opportunities ETF shares in Q2 2025, an estimated $1.83M.
First Trust Long Duration Opportunities ETF made up 0.32% of Atria Wealth Solutions's portfolio in Q2 2025, its #67 holding.
Atria Wealth Solutions first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's First Trust Long Duration Opportunities ETF position peaked at $24M in Q3 2024.
135 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.