Brookwood Investment Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Brookwood Investment Group’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
2025 Q3	–	Sell	-507,061	Closed	-$10.9M	–	524
2025 Q2	$10.9M	Sell	507,061 -213,682	-30%	-$4.53M	1.75%	11
2025 Q1	$15.5M	Buy	+720,743	New	+$15.2M	2.66%	8

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Brookwood Investment Group's LGOV Position: Q3 2025 in Review

Brookwood Investment Group sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2025, closing a stake of 507,061 shares — an estimated $10.9M sold.

Brookwood Investment Group first reported a position in LGOV in Q1 2025 and held it in 2 quarters. The position peaked at $15.5M in Q1 2025. 125 funds tracked by Wall St. Rank hold LGOV as of Q3 2025.

Brookwood Investment Group reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Brookwood Investment Group sold 507,061 First Trust Long Duration Opportunities ETF shares in Q3 2025, an estimated $10.9M.
Brookwood Investment Group first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and held it in 2 quarters.
Brookwood Investment Group's First Trust Long Duration Opportunities ETF position peaked at $15.5M in Q1 2025.
125 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.