Concourse Financial Group Securities’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Concourse Financial Group Securities’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	-16,919	Closed	-$353K	–	1196
2024 Q4	$353K	Buy	16,919 +1,005	+6%	+$21.5K	0.02%	567
2024 Q3	$356K	Sell	15,914 -990	-6%	-$21.8K	0.02%	543
2024 Q2	$355K	Sell	16,904 -2,217	-12%	-$46.2K	0.02%	524
2024 Q1	$409K	Buy	19,121 +16,459	+618%	+$354K	0.03%	486
2023 Q4	$58.9K	Sell	2,662 -2,499	-48%	-$51.6K	﹤0.01%	1081
2023 Q3	$105K	Buy	5,161 +305	+6%	+$6.54K	0.01%	842
2023 Q2	$108K	Buy	4,856 +3,630	+296%	+$82K	0.01%	853
2023 Q1	$28K	Buy	+1,226	New	+$27.6K	﹤0.01%	1345

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Concourse Financial Group Securities's LGOV Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2025, closing a stake of 16,919 shares — an estimated $353K sold.

Concourse Financial Group Securities first reported a position in LGOV in Q1 2023 and held it in 8 quarters. The position peaked at $409K in Q1 2024. 131 funds tracked by Wall St. Rank hold LGOV as of Q1 2025.

Concourse Financial Group Securities reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 16,919 First Trust Long Duration Opportunities ETF shares in Q1 2025, an estimated $353K.
Concourse Financial Group Securities first reported a position in First Trust Long Duration Opportunities ETF in Q1 2023 and held it in 8 quarters.
Concourse Financial Group Securities's First Trust Long Duration Opportunities ETF position peaked at $409K in Q1 2024.
131 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.