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Concorde Asset Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Concorde Asset 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
2024
Q4 		– Sell
-11,057
Closed -$248K – 191
2024
Q3 		$248K Buy
+11,057
New +$243K 0.14% 137

Other funds holding LGOV

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Raymond James Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Concorde Asset Management's LGOV Position: Q4 2024 in Review

Concorde Asset Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 11,057 shares — an estimated $248K sold.

Concorde Asset Management first reported a position in LGOV in Q3 2024 and held it in 1 quarter. The position peaked at $248K in Q3 2024. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

  • Concorde Asset Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Concorde Asset Management sold 11,057 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $248K.
  • Concorde Asset Management first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • Concorde Asset Management's First Trust Long Duration Opportunities ETF position peaked at $248K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Concorde Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.