Bank of America’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Bank of America’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 Q4	–	Sell	-55	Closed	-$1.2K	–	7923
2025 Q3	$1.2K	Buy	+55	New	+$1.18K	﹤0.01%	7467
2025 Q1	–	Sell	-43	Closed	-$896	–	8433
2024 Q4	$896	Buy	+43	New	+$921	﹤0.01%	7308

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FEG

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

Bank of America's LGOV Position: Q4 2025 in Review

Bank of America sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2025, closing a stake of 55 shares — an estimated $1.2K sold.

Bank of America first reported a position in LGOV in Q4 2024 and held it in 2 quarters. The position peaked at $1.2K in Q3 2025. 138 funds tracked by Wall St. Rank hold LGOV as of Q4 2025.

Bank of America reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2025 after selling out during the quarter.
Bank of America sold 55 First Trust Long Duration Opportunities ETF shares in Q4 2025, an estimated $1.2K.
Bank of America first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and held it in 2 quarters.
Bank of America's First Trust Long Duration Opportunities ETF position peaked at $1.2K in Q3 2025.
138 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.