Avantax Advisory Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Avantax Advisory Services’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	$4.46M	Sell	208,074 -46,107	-18%	-$978K	0.02%	486
2025 Q1	$5.46M	Buy	254,181 +52,705	+26%	+$1.11M	0.03%	395
2024 Q4	$4.2M	Buy	201,476 +32,061	+19%	+$686K	0.03%	455
2024 Q3	$3.79M	Buy	169,415 +20,834	+14%	+$458K	0.02%	480
2024 Q2	$3.12M	Buy	148,581 +125,431	+542%	+$2.61M	0.02%	515
2024 Q1	$495K	Sell	23,150 -2,245	-9%	-$48.2K	﹤0.01%	1044
2023 Q4	$562K	Buy	25,395 +15,010	+145%	+$310K	0.01%	933
2023 Q3	$211K	Buy	+10,385	New	+$223K	﹤0.01%	1400

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

Avantax Advisory Services's LGOV Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 18% in Q2 2025, selling an estimated $978K and leaving 208,074 shares worth $4.46M. The position accounts for 0.02% of the portfolio, ranked #486.

Avantax Advisory Services first reported a position in LGOV in Q3 2023 and has held it in 8 quarters since. The position peaked at $5.46M in Q1 2025. 135 funds tracked by Wall St. Rank hold LGOV as of Q2 2025.

Avantax Advisory Services held 208,074 shares of First Trust Long Duration Opportunities ETF worth $4.46M as of Q2 2025.
Avantax Advisory Services sold 46,107 First Trust Long Duration Opportunities ETF shares in Q2 2025, an estimated $978K.
First Trust Long Duration Opportunities ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #486 holding.
Avantax Advisory Services first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 8 quarters since.
Avantax Advisory Services's First Trust Long Duration Opportunities ETF position peaked at $5.46M in Q1 2025.
135 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.