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

Coastline Trust’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
-11,820
Closed -$246K – 411
2024
Q4 		$246K Sell
11,820
-4,225
-26% -$90.5K 0.03% 186
2024
Q3 		$359K Sell
16,045
-1,720
-10% -$37.8K 0.04% 174
2024
Q2 		$374K Sell
17,765
-4,650
-21% -$96.8K 0.04% 188
2024
Q1 		$479K Buy
+22,415
New +$482K 0.06% 180

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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Coastline Trust's LGOV Position: Q1 2025 in Review

Coastline Trust sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2025, closing a stake of 11,820 shares — an estimated $246K sold.

Coastline Trust first reported a position in LGOV in Q1 2024 and held it in 4 quarters. The position peaked at $479K in Q1 2024. 131 funds tracked by Wall St. Rank hold LGOV as of Q1 2025.

  • Coastline Trust reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Coastline Trust sold 11,820 First Trust Long Duration Opportunities ETF shares in Q1 2025, an estimated $246K.
  • Coastline Trust first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and held it in 4 quarters.
  • Coastline Trust's First Trust Long Duration Opportunities ETF position peaked at $479K in Q1 2024.
  • 131 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2025.

Based on Coastline Trust's 13F filing for Q1 2025, filed 28 Apr 2025.