AWM
LGOV icon

Avior Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Avior Wealth Management’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
2024
Q1 		– Sell
-140
Closed -$3.1K – 3860
2023
Q4 		$3.1K Sell
140
-2,994
-96% -$61.8K ﹤0.01% 1256
2023
Q3 		$63.6K Buy
+3,134
New +$67.2K ﹤0.01% 716

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Avior Wealth Management's LGOV Position: Q1 2024 in Review

Avior Wealth Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2024, closing a stake of 140 shares — an estimated $3.1K sold.

Avior Wealth Management first reported a position in LGOV in Q3 2023 and held it in 2 quarters. The position peaked at $63.6K in Q3 2023. 96 funds tracked by Wall St. Rank hold LGOV as of Q1 2024.

  • Avior Wealth Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Avior Wealth Management sold 140 First Trust Long Duration Opportunities ETF shares in Q1 2024, an estimated $3.1K.
  • Avior Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and held it in 2 quarters.
  • Avior Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $63.6K in Q3 2023.
  • 96 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.