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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
Q2 		$3.61M Sell
168,729
-89,285
-35% -$1.92M 1.65% 9
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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Comprehensive Wealth Management's LGOV Position: Q2 2026 in Review

Comprehensive Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 35% in Q2 2026, selling an estimated $1.92M and leaving 168,729 shares worth $3.61M. The position accounts for 1.65% of the portfolio, ranked #9.

Comprehensive Wealth Management first reported a position in LGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.8M in Q2 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Comprehensive Wealth Management held 168,729 shares of First Trust Long Duration Opportunities ETF worth $3.61M as of Q2 2026.
  • Comprehensive Wealth Management sold 89,285 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $1.92M.
  • First Trust Long Duration Opportunities ETF made up 1.65% of Comprehensive Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Comprehensive Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
  • Comprehensive Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $33.8M in Q2 2025.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.