Benjamin F. Edwards & Company’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$1.78M	Buy	84,747 +21,137	+33%	+$440K	0.03%	398
2024 Q1	$1.36M	Buy	63,610 +47,303	+290%	+$1.02M	0.02%	440
2023 Q4	$361K	Sell	16,307 -8,373	-34%	-$173K	0.01%	706
2023 Q3	$501K	Buy	24,680 +17,676	+252%	+$379K	0.02%	518
2023 Q2	$156K	Buy	7,004 +6,870	+5,127%	+$155K	0.01%	792
2023 Q1	$3K	Buy	+134	New	+$3.02K	﹤0.01%	1636
2020 Q1	–	Sell	-20,651	Closed	-$560K	–	1807
2019 Q4	$560K	Buy	20,651 +865	+4%	+$23.9K	0.04%	356
2019 Q3	$556K	Buy	19,786 +2,214	+13%	+$61.6K	0.04%	337
2019 Q2	$480K	Buy	+17,572	New	+$463K	0.04%	362

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Benjamin F. Edwards & Company's LGOV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 33% in Q2 2024, buying an estimated $440K and bringing the position to 84,747 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #398.

Benjamin F. Edwards & Company first reported a position in LGOV in Q2 2019 and has held it in 9 quarters since. 111 funds tracked by Wall St. Rank hold LGOV as of Q2 2024.

Benjamin F. Edwards & Company held 84,747 shares of First Trust Long Duration Opportunities ETF worth $1.78M as of Q2 2024.
Benjamin F. Edwards & Company bought 21,137 First Trust Long Duration Opportunities ETF shares in Q2 2024, an estimated $440K.
First Trust Long Duration Opportunities ETF made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #398 holding.
Benjamin F. Edwards & Company first reported a position in First Trust Long Duration Opportunities ETF in Q2 2019 and has held it in 9 quarters since.
111 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.