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Benjamin Edwards Inc’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Benjamin Edwards Inc’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 		$4.25M Buy
198,691
+9,345
+5% +$201K 0.04% 390
2026
Q1 		$4.09M Buy
189,346
+9,667
+5% +$212K 0.04% 380
2025
Q4 		$3.92M Buy
179,679
+58,201
+48% +$1.28M 0.04% 357
2025
Q3 		$2.64M Buy
121,478
+21,182
+21% +$455K 0.03% 435
2025
Q2 		$2.15M Sell
100,296
-50,603
-34% -$1.07M 0.03% 444
2025
Q1 		$3.24M Buy
150,899
+34,832
+30% +$736K 0.05% 325
2024
Q4 		$2.42M Buy
116,067
+28,503
+33% +$610K 0.03% 397
2024
Q3 		$1.96M Buy
87,564
+86,425
+7,588% +$1.9M 0.03% 441
2024
Q2 		$24K Sell
1,139
-200
-15% -$4.17K ﹤0.01% 574
2024
Q1 		$29K Buy
+1,339
New +$28.8K 0.01% 538
2023
Q4 		– Sell
-396
Closed -$8K – 654
2023
Q3 		$8K Buy
396
+26
+7% +$557 ﹤0.01% 587
2023
Q2 		$8K Buy
+370
New +$8.36K ﹤0.01% 588

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin Edwards Inc's LGOV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 4.9% in Q2 2026, buying an estimated $201K and bringing the position to 198,691 shares worth $4.25M. The position accounts for 0.04% of the portfolio, ranked #390.

Benjamin Edwards Inc first reported a position in LGOV in Q2 2023 and has held it in 12 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Benjamin Edwards Inc held 198,691 shares of First Trust Long Duration Opportunities ETF worth $4.25M as of Q2 2026.
  • Benjamin Edwards Inc bought 9,345 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $201K.
  • First Trust Long Duration Opportunities ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #390 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.