Cetera Advisor Networks’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Cetera Advisor Networks’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 Q1	$5.29M	Buy	247,617 +51,596	+26%	+$1.11M	0.03%	612
2023 Q4	$4.34M	Buy	196,021 +166,877	+573%	+$3.44M	0.02%	634
2023 Q3	$591K	Buy	29,144 +5,993	+26%	+$128K	﹤0.01%	1661
2023 Q2	$515K	Sell	23,151 -20,004	-46%	-$452K	﹤0.01%	1690
2023 Q1	$984K	Buy	43,155 +9,645	+29%	+$217K	0.01%	1245
2022 Q4	$733K	Buy	+33,510	New	+$741K	0.01%	1372

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Cetera Advisor Networks's LGOV Position: Q1 2024 in Review

Cetera Advisor Networks increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 26% in Q1 2024, buying an estimated $1.11M and bringing the position to 247,617 shares worth $5.29M. The position accounts for 0.03% of the portfolio, ranked #612.

Cetera Advisor Networks first reported a position in LGOV in Q4 2022 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold LGOV as of Q1 2024.

Cetera Advisor Networks held 247,617 shares of First Trust Long Duration Opportunities ETF worth $5.29M as of Q1 2024.
Cetera Advisor Networks bought 51,596 First Trust Long Duration Opportunities ETF shares in Q1 2024, an estimated $1.11M.
First Trust Long Duration Opportunities ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #612 holding.
Cetera Advisor Networks first reported a position in First Trust Long Duration Opportunities ETF in Q4 2022 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.