Brinker Capital Investments’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Brinker Capital Investments’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	$1.16M	Buy	53,899 +1,147	+2%	+$25.1K	0.01%	1027
2025 Q4	$1.15M	Buy	52,752 +1,496	+3%	+$32.9K	0.01%	1168
2025 Q3	$1.11M	Sell	51,256 -511	-1%	-$11K	0.01%	1168
2025 Q2	$1.11M	Sell	51,767 -68,840	-57%	-$1.46M	0.01%	1143
2025 Q1	$2.59M	Sell	120,607 -747	-0.6%	-$15.8K	0.03%	589
2024 Q4	$2.53M	Buy	121,354 +6,901	+6%	+$148K	0.03%	581
2024 Q3	$2.56M	Buy	114,453 +15,213	+15%	+$334K	0.03%	566
2024 Q2	$2.09M	Buy	99,240 +19,964	+25%	+$416K	0.02%	626
2024 Q1	$1.69M	Buy	+79,276	New	+$1.7M	0.02%	738

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

Brinker Capital Investments's LGOV Position: Q1 2026 in Review

Brinker Capital Investments increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 2.2% in Q1 2026, buying an estimated $25.1K and bringing the position to 53,899 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1027.

Brinker Capital Investments first reported a position in LGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.59M in Q1 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Brinker Capital Investments held 53,899 shares of First Trust Long Duration Opportunities ETF worth $1.16M as of Q1 2026.
Brinker Capital Investments bought 1,147 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $25.1K.
First Trust Long Duration Opportunities ETF made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1027 holding.
Brinker Capital Investments first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 9 quarters since.
Brinker Capital Investments's First Trust Long Duration Opportunities ETF position peaked at $2.59M in Q1 2025.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.