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Comprehensive Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Comprehensive Wealth Management’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
Q1 		$5.57M Sell
258,014
-884,250
-77% -$19.4M 2.81% 8
2025
Q4 		$24.9M Sell
1,142,264
-309,047
-21% -$6.79M 14.71% 1
2025
Q3 		$31.6M Sell
1,451,311
-128,671
-8% -$2.76M 22.38% 1
2025
Q2 		$33.8M Buy
1,579,982
+1,138,139
+258% +$24.1M 27.26% 1
2025
Q1 		$9.5M Buy
+441,843
New +$9.33M 6.61% 4

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Comprehensive Wealth Management's LGOV Position: Q1 2026 in Review

Comprehensive Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 77% in Q1 2026, selling an estimated $19.4M and leaving 258,014 shares worth $5.57M. The position accounts for 2.81% of the portfolio, ranked #8.

Comprehensive Wealth Management first reported a position in LGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $33.8M in Q2 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Comprehensive Wealth Management held 258,014 shares of First Trust Long Duration Opportunities ETF worth $5.57M as of Q1 2026.
  • Comprehensive Wealth Management sold 884,250 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $19.4M.
  • First Trust Long Duration Opportunities ETF made up 2.81% of Comprehensive Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Comprehensive Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
  • Comprehensive Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $33.8M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.