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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
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

WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

BAM Wealth Management's LGOV Position: Q2 2026 in Review

BAM Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 45% in Q2 2026, buying an estimated $200K and bringing the position to 29,786 shares worth $637K. The position accounts for 0.4% of the portfolio, ranked #70.

BAM Wealth Management first reported a position in LGOV in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • BAM Wealth Management held 29,786 shares of First Trust Long Duration Opportunities ETF worth $637K as of Q2 2026.
  • BAM Wealth Management bought 9,295 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $200K.
  • First Trust Long Duration Opportunities ETF made up 0.4% of BAM Wealth Management's portfolio in Q2 2026, its #70 holding.
  • BAM Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.