Capital Investment Advisory Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Capital Investment Advisory Services’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	$642	Buy	30 +2	+7%	+$43	﹤0.01%	1285
2026 Q1	$604	Buy	28 +6	+27%	+$131	﹤0.01%	1191
2025 Q4	$480	Buy	+22	New	+$484	﹤0.01%	1156
2024 Q4	–	Sell	-276	Closed	-$6.18K	–	977
2024 Q3	$6.18K	Hold	276	–	–	﹤0.01%	880
2024 Q2	$5.8K	Hold	276	–	–	﹤0.01%	864
2024 Q1	$5.9K	Buy	+276	New	+$5.93K	﹤0.01%	856

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Capital Investment Advisory Services's LGOV Position: Q2 2026 in Review

Capital Investment Advisory Services increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 7.1% in Q2 2026, buying an estimated $43 and bringing the position to 30 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Capital Investment Advisory Services first reported a position in LGOV in Q1 2024 and has held it in 6 quarters since. The position peaked at $6.18K in Q3 2024. 122 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Capital Investment Advisory Services held 30 shares of First Trust Long Duration Opportunities ETF worth $642 as of Q2 2026.
Capital Investment Advisory Services bought 2 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $43.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1285 holding.
Capital Investment Advisory Services first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 6 quarters since.
Capital Investment Advisory Services's First Trust Long Duration Opportunities ETF position peaked at $6.18K in Q3 2024.
122 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.