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

BAM 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
2026 Q3	$650K	Buy	33,196 +3,410	+11%	+$71K	0.35%	75
2026 Q2	$637K	Buy	29,786 +9,295	+45%	+$200K	0.4%	70
2026 Q1	$442K	Buy	20,491 +10,696	+109%	+$234K	0.33%	78
2025 Q4	$214K	Buy	+9,795	New	+$215K	0.15%	145

Other funds holding LGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

BAM Wealth Management's LGOV Position: Q3 2026 in Review

BAM Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 11% in Q3 2026, buying an estimated $71K and bringing the position to 33,196 shares worth $650K. The position accounts for 0.35% of the portfolio, ranked #75.

BAM Wealth Management first reported a position in LGOV in Q4 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold LGOV as of Q3 2026.

BAM Wealth Management held 33,196 shares of First Trust Long Duration Opportunities ETF worth $650K as of Q3 2026.
BAM Wealth Management bought 3,410 First Trust Long Duration Opportunities ETF shares in Q3 2026, an estimated $71K.
First Trust Long Duration Opportunities ETF made up 0.35% of BAM Wealth Management's portfolio in Q3 2026, its #75 holding.
BAM Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
81 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.