Concurrent Investment Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Sell |
46,366
-956
| -2% | -$20.5K | 0.02% | 593 |
|
|
2025
Q1 | $1.02M | Buy |
47,322
+2,791
| +6% | +$60K | 0.02% | 540 |
|
|
2024
Q4 | $928K | Buy |
+44,531
| New | +$928K | 0.03% | 507 |
|
|
2024
Q2 | – | Sell |
-64,627
| Closed | -$1.38M | – | 987 |
|
|
2024
Q1 | $1.38M | Buy |
64,627
+4,665
| +8% | +$99.7K | 0.06% | 312 |
|
|
2023
Q4 | $1.33M | Buy |
+59,962
| New | +$1.33M | 0.06% | 285 |
|