BlueChip Wealth Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

BlueChip Wealth Advisors’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	$431K	Hold	20,121	–	–	0.16%	104
2026 Q1	$434K	Buy	20,121 +3,421	+20%	+$74.9K	0.19%	89
2025 Q4	$365K	Hold	16,700	–	–	0.15%	109
2025 Q3	$363K	Hold	16,700	–	–	0.16%	103
2025 Q2	$358K	Hold	16,700	–	–	0.16%	113
2025 Q1	$359K	Buy	16,700 +5,575	+50%	+$118K	0.18%	104
2024 Q4	$232K	Buy	+11,125	New	+$238K	0.13%	125

Other funds holding LGOV

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

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

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 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

BlueChip Wealth Advisors's LGOV Position: Q2 2026 in Review

BlueChip Wealth Advisors held its First Trust Long Duration Opportunities ETF (LGOV) position steady in Q2 2026 at 20,121 shares worth $431K. The position accounts for 0.16% of the portfolio, ranked #104.

BlueChip Wealth Advisors first reported a position in LGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $434K in Q1 2026. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

BlueChip Wealth Advisors held 20,121 shares of First Trust Long Duration Opportunities ETF worth $431K as of Q2 2026.
BlueChip Wealth Advisors left its First Trust Long Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Long Duration Opportunities ETF made up 0.16% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #104 holding.
BlueChip Wealth Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
BlueChip Wealth Advisors's First Trust Long Duration Opportunities ETF position peaked at $434K in Q1 2026.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.