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

Clarus Wealth 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
2025 Q1	–	Sell	-11,026	Closed	-$225K	–	122
2024 Q4	$225K	Sell	11,026 -132	-1%	-$2.83K	0.11%	113
2024 Q3	$244K	Sell	11,158 -198	-2%	-$4.35K	0.12%	109
2024 Q2	$241K	Sell	11,356 -17,129	-60%	-$357K	0.13%	112
2024 Q1	$588K	Buy	28,485 +743	+3%	+$16K	0.33%	71
2023 Q4	$596K	Buy	+27,742	New	+$573K	0.35%	63
2023 Q2	$569K	Sell	26,154 -849	-3%	-$19.2K	0.35%	58
2023 Q1	$629K	Buy	27,003 +8,666	+47%	+$195K	0.4%	53
2022 Q4	$415K	Buy	18,337 +4,089	+29%	+$90.4K	0.27%	80
2022 Q3	$312K	Buy	+14,248	New	+$336K	0.22%	84

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Clarus Wealth Advisors's LGOV Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2025, closing a stake of 11,026 shares — an estimated $225K sold.

Clarus Wealth Advisors first reported a position in LGOV in Q3 2022 and held it in 9 quarters. The position peaked at $629K in Q1 2023. 131 funds tracked by Wall St. Rank hold LGOV as of Q1 2025.

Clarus Wealth Advisors reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 11,026 First Trust Long Duration Opportunities ETF shares in Q1 2025, an estimated $225K.
Clarus Wealth Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q3 2022 and held it in 9 quarters.
Clarus Wealth Advisors's First Trust Long Duration Opportunities ETF position peaked at $629K in Q1 2023.
131 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.