Belpointe Asset Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Belpointe Asset 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 Q1	–	Sell	-29,883	Closed	-$652K	–	1142
2025 Q4	$652K	Sell	29,883 -8,488	-22%	-$187K	0.02%	572
2025 Q3	$835K	Sell	38,371 -4,152	-10%	-$89.1K	0.03%	470
2025 Q2	$911K	Buy	42,523 +5,622	+15%	+$119K	0.04%	389
2025 Q1	$793K	Buy	+36,901	New	+$779K	0.04%	404
2023 Q2	–	Sell	-265	Closed	-$6.03K	–	2133
2023 Q1	$6.03K	Hold	265	–	–	﹤0.01%	2939
2022 Q4	$5.79K	Buy	+265	New	+$5.86K	﹤0.01%	2873

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

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

CAG

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

GWM

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

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

SIM

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Belpointe Asset Management's LGOV Position: Q1 2026 in Review

Belpointe Asset Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2026, closing a stake of 29,883 shares — an estimated $652K sold.

Belpointe Asset Management first reported a position in LGOV in Q4 2022 and held it in 6 quarters. The position peaked at $911K in Q2 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Belpointe Asset Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 29,883 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $652K.
Belpointe Asset Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2022 and held it in 6 quarters.
Belpointe Asset Management's First Trust Long Duration Opportunities ETF position peaked at $911K in Q2 2025.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.