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

Cetera Advisors’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 		$1.38M Buy
64,318
+46,037
+252% +$989K 0.01% 1002
2023
Q4 		$405K Buy
18,281
+2,519
+16% +$52K 0.01% 1254
2023
Q3 		$320K Buy
+15,762
New +$338K 0.01% 1287

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Cetera Advisors's LGOV Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 252% in Q1 2024, buying an estimated $989K and bringing the position to 64,318 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #1002.

Cetera Advisors first reported a position in LGOV in Q3 2023 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold LGOV as of Q1 2024.

  • Cetera Advisors held 64,318 shares of First Trust Long Duration Opportunities ETF worth $1.38M as of Q1 2024.
  • Cetera Advisors bought 46,037 First Trust Long Duration Opportunities ETF shares in Q1 2024, an estimated $989K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1002 holding.
  • Cetera Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2024.

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