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Cherry Creek Investment Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Cherry Creek Investment 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
Q2 		– Sell
-24,133
Closed -$516K – 111
2024
Q1 		$516K Buy
+24,133
New +$519K 0.28% 60

Other funds holding LGOV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Cherry Creek Investment Advisors's LGOV Position: Q2 2024 in Review

Cherry Creek Investment Advisors sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2024, closing a stake of 24,133 shares — an estimated $516K sold.

Cherry Creek Investment Advisors first reported a position in LGOV in Q1 2024 and held it in 1 quarter. The position peaked at $516K in Q1 2024. 111 funds tracked by Wall St. Rank hold LGOV as of Q2 2024.

  • Cherry Creek Investment Advisors reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 24,133 First Trust Long Duration Opportunities ETF shares in Q2 2024, an estimated $516K.
  • Cherry Creek Investment Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and held it in 1 quarter.
  • Cherry Creek Investment Advisors's First Trust Long Duration Opportunities ETF position peaked at $516K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2024.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.