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

Coppell Advisory Solutions’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 Q1	–	Sell	-25,487	Closed	-$559K	–	213
2025 Q4	$559K	Buy	25,487 +2,196	+9%	+$48.3K	0.06%	239
2025 Q3	$508K	Sell	23,291 -7,359	-24%	-$158K	0.05%	249
2025 Q2	$654K	Sell	30,650 -11,355	-27%	-$241K	0.08%	198
2025 Q1	$904K	Sell	42,005 -42,046	-50%	-$888K	0.13%	160
2024 Q4	$1.76M	Buy	84,051 +22,933	+38%	+$491K	0.25%	87
2024 Q3	$1.37M	Buy	61,118 +4,496	+8%	+$98.8K	0.2%	104
2024 Q2	$1.19M	Buy	+56,622	New	+$1.18M	0.2%	102
2023 Q4	$462K	Buy	+20,856	New	+$431K	0.09%	165
2023 Q3	–	Sell	-19,623	Closed	-$434K	–	1399
2023 Q2	$434K	Buy	+19,623	New	+$443K	0.12%	127

Other funds holding LGOV

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

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

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

CAG

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

GWM

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

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

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

Coppell Advisory Solutions's LGOV Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2026, closing a stake of 25,487 shares — an estimated $559K sold.

Coppell Advisory Solutions first reported a position in LGOV in Q2 2023 and held it in 9 quarters. The position peaked at $1.76M in Q4 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 25,487 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $559K.
Coppell Advisory Solutions first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and held it in 9 quarters.
Coppell Advisory Solutions's First Trust Long Duration Opportunities ETF position peaked at $1.76M in Q4 2024.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.