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Connectus Wealth’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Connectus Wealth’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
2023
Q3 		– Sell
-182,619
Closed -$4.06M – 510
2023
Q2 		$4.06M Buy
182,619
+43,014
+31% +$972K 0.09% 159
2023
Q1 		$3.18M Buy
+139,605
New +$3.14M 0.08% 181

Other funds holding LGOV

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Connectus Wealth's LGOV Position: Q3 2023 in Review

Connectus Wealth sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2023, closing a stake of 182,619 shares — an estimated $4.06M sold.

Connectus Wealth first reported a position in LGOV in Q1 2023 and held it in 2 quarters. The position peaked at $4.06M in Q2 2023. 65 funds tracked by Wall St. Rank hold LGOV as of Q3 2023.

  • Connectus Wealth reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Connectus Wealth sold 182,619 First Trust Long Duration Opportunities ETF shares in Q3 2023, an estimated $4.06M.
  • Connectus Wealth first reported a position in First Trust Long Duration Opportunities ETF in Q1 2023 and held it in 2 quarters.
  • Connectus Wealth's First Trust Long Duration Opportunities ETF position peaked at $4.06M in Q2 2023.
  • 65 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.