Concurrent Investment Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Concurrent Investment Advisors’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	$12.2M	Buy	571,686 +35,412	+7%	+$761K	0.1%	219
2026 Q1	$11.6M	Sell	536,274 -28,677	-5%	-$628K	0.13%	175
2025 Q4	$12.3M	Buy	564,951 +517,283	+1,085%	+$11.4M	0.14%	155
2025 Q3	$1.04M	Buy	47,668 +1,302	+3%	+$27.9K	0.02%	645
2025 Q2	$993K	Sell	46,366 -956	-2%	-$20.3K	0.02%	597
2025 Q1	$1.02M	Buy	47,322 +2,791	+6%	+$58.9K	0.02%	544
2024 Q4	$928K	Buy	+44,531	New	+$953K	0.03%	512
2024 Q2	–	Sell	-64,627	Closed	-$1.38M	–	1048
2024 Q1	$1.38M	Buy	64,627 +4,665	+8%	+$100K	0.06%	313
2023 Q4	$1.33M	Buy	+59,962	New	+$1.24M	0.06%	285

Other funds holding LGOV

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FEG

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Concurrent Investment Advisors's LGOV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 6.6% in Q2 2026, buying an estimated $761K and bringing the position to 571,686 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #219.

Concurrent Investment Advisors first reported a position in LGOV in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.3M in Q4 2025. 57 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Concurrent Investment Advisors held 571,686 shares of First Trust Long Duration Opportunities ETF worth $12.2M as of Q2 2026.
Concurrent Investment Advisors bought 35,412 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $761K.
First Trust Long Duration Opportunities ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q2 2026, its #219 holding.
Concurrent Investment Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 9 quarters since.
Concurrent Investment Advisors's First Trust Long Duration Opportunities ETF position peaked at $12.3M in Q4 2025.
57 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.