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

Bank of Montreal’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
Q3 		– Sell
-5,686
Closed -$122K – 4075
2024
Q2 		$122K Buy
+5,686
New +$118K ﹤0.01% 3178

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AWS
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Osaic Holdings
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HighTower Advisors
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GIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of Montreal's LGOV Position: Q3 2024 in Review

Bank of Montreal sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2024, closing a stake of 5,686 shares — an estimated $122K sold.

Bank of Montreal first reported a position in LGOV in Q2 2024 and held it in 1 quarter. The position peaked at $122K in Q2 2024. 118 funds tracked by Wall St. Rank hold LGOV as of Q3 2024.

  • Bank of Montreal reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 5,686 First Trust Long Duration Opportunities ETF shares in Q3 2024, an estimated $122K.
  • Bank of Montreal first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's First Trust Long Duration Opportunities ETF position peaked at $122K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.