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Coppell Advisory Solutions Corp’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$220K Buy
+10,312
New +$222K 0.04% 240

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Coppell Advisory Solutions Corp's LGOV Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q1 2024: 10,312 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #240 among its holdings.

96 funds tracked by Wall St. Rank hold LGOV as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,312 shares of First Trust Long Duration Opportunities ETF worth $220K as of Q1 2024.
  • First Trust Long Duration Opportunities ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Long Duration Opportunities ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #240 holding.
  • 96 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.