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 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 $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 $759M AUM 18.75% 1-Year Est. Return

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

BlueChip Wealth Advisors's LGOV Position: Q1 2026 in Review

BlueChip Wealth Advisors increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 20% in Q1 2026, buying an estimated $74.9K and bringing the position to 20,121 shares worth $434K. The position accounts for 0.19% of the portfolio, ranked #89.

BlueChip Wealth Advisors first reported a position in LGOV in Q4 2024 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

BlueChip Wealth Advisors held 20,121 shares of First Trust Long Duration Opportunities ETF worth $434K as of Q1 2026.
BlueChip Wealth Advisors bought 3,421 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $74.9K.
First Trust Long Duration Opportunities ETF made up 0.19% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #89 holding.
BlueChip Wealth Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.