Beacon Capital Management LLC (Tennessee)’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-400	Closed	-$8.57K	–	631
2025 Q2	$8.57K	Hold	400	–	–	﹤0.01%	659
2025 Q1	$8.6K	Sell	400 -1,208	-75%	-$25.5K	﹤0.01%	654
2024 Q4	$33.5K	Buy	1,608 +8	+0.5%	+$171	﹤0.01%	370
2024 Q3	$35.8K	Hold	1,600	–	–	0.01%	380
2024 Q2	$33.6K	Hold	1,600	–	–	0.01%	355
2024 Q1	$34.2K	Sell	1,600 -200	-11%	-$4.3K	0.01%	361
2023 Q4	$36.5K	Hold	1,800	–	–	0.01%	275
2023 Q3	$40K	Hold	1,800	–	–	0.01%	282
2023 Q2	$40K	Hold	1,800	–	–	0.01%	282
2023 Q1	$41.1K	Hold	1,800	–	–	0.01%	253
2022 Q4	$39.4K	Sell	1,800 -8,455	-82%	-$187K	0.01%	260
2022 Q3	$244K	Sell	10,255 -286	-3%	-$6.75K	0.08%	72
2022 Q2	$272K	Hold	10,541	–	–	0.07%	68
2022 Q1	$272K	Buy	+10,541	New	+$281K	0.06%	68

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FEG

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

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s LGOV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2025, closing a stake of 400 shares — an estimated $8.57K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in LGOV in Q1 2022 and held it in 14 quarters. The position peaked at $272K in Q2 2022. 125 funds tracked by Wall St. Rank hold LGOV as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 400 First Trust Long Duration Opportunities ETF shares in Q3 2025, an estimated $8.57K.
Beacon Capital Management LLC (Tennessee) first reported a position in First Trust Long Duration Opportunities ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s First Trust Long Duration Opportunities ETF position peaked at $272K in Q2 2022.
125 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.