Commonwealth Equity Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$2.11M	Buy	98,736 +7,481	+8%	+$161K	﹤0.01%	2066
2026 Q1	$1.97M	Buy	91,255 +41,023	+82%	+$898K	﹤0.01%	2027
2025 Q4	$1.1M	Sell	50,232 -476,712	-90%	-$10.5M	﹤0.01%	2507
2025 Q3	$11.5M	Buy	526,944 +17,117	+3%	+$367K	0.01%	849
2025 Q2	$10.9M	Buy	509,827 +10,568	+2%	+$224K	0.01%	849
2025 Q1	$10.7M	Buy	499,259 +8,513	+2%	+$180K	0.02%	825
2024 Q4	$10.2M	Buy	490,746 +14,190	+3%	+$304K	0.02%	827
2024 Q3	$10.7M	Buy	476,556 +47,387	+11%	+$1.04M	0.02%	792
2024 Q2	$9.03M	Buy	429,169 +82,753	+24%	+$1.72M	0.01%	851
2024 Q1	$7.41M	Buy	346,416 +57,338	+20%	+$1.23M	0.01%	936
2023 Q4	$6.4M	Buy	289,078 +29,602	+11%	+$611K	0.01%	961
2023 Q3	$5.26M	Sell	259,476 -290,639	-53%	-$6.23M	0.01%	1004
2023 Q2	$12.2M	Buy	550,115 +249,669	+83%	+$5.64M	0.02%	601
2023 Q1	$6.85M	Buy	+300,446	New	+$6.76M	0.01%	847

Other funds holding LGOV

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

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

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

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Commonwealth Equity Services's LGOV Position: Q2 2026 in Review

Commonwealth Equity Services increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 8.2% in Q2 2026, buying an estimated $161K and bringing the position to 98,736 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Commonwealth Equity Services first reported a position in LGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.2M in Q2 2023. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Commonwealth Equity Services held 98,736 shares of First Trust Long Duration Opportunities ETF worth $2.11M as of Q2 2026.
Commonwealth Equity Services bought 7,481 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $161K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2066 holding.
Commonwealth Equity Services first reported a position in First Trust Long Duration Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
Commonwealth Equity Services's First Trust Long Duration Opportunities ETF position peaked at $12.2M in Q2 2023.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.