BEI
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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
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

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CAG
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GWM
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Raymond James Financial
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SIM
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SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
WCFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return