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CEDRUS’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

CEDRUS’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
2024
Q3 		$2.22M Buy
99,265
+46,820
+89% +$1.03M 0.82% 30
2024
Q2 		$1.1M Buy
52,445
+17,613
+51% +$367K 0.55% 35
2024
Q1 		$745K Buy
+34,832
New +$748K 0.41% 49

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CEDRUS's LGOV Position: Q3 2024 in Review

CEDRUS increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 89% in Q3 2024, buying an estimated $1.03M and bringing the position to 99,265 shares worth $2.22M. The position accounts for 0.82% of the portfolio, ranked #30.

CEDRUS first reported a position in LGOV in Q1 2024 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold LGOV as of Q3 2024.

  • CEDRUS held 99,265 shares of First Trust Long Duration Opportunities ETF worth $2.22M as of Q3 2024.
  • CEDRUS bought 46,820 First Trust Long Duration Opportunities ETF shares in Q3 2024, an estimated $1.03M.
  • First Trust Long Duration Opportunities ETF made up 0.82% of CEDRUS's portfolio in Q3 2024, its #30 holding.
  • CEDRUS first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.