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 Q2	$7.25K	Buy	+23,548	New	+$506K	﹤0.01%	504
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 $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

WCFA

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coppell Advisory Solutions's LGOV Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026: 23,548 shares worth $7.25K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in LGOV as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in LGOV in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Coppell Advisory Solutions held 23,548 shares of First Trust Long Duration Opportunities ETF worth $7.25K as of Q2 2026.
First Trust Long Duration Opportunities ETF was a new Coppell Advisory Solutions position in Q2 2026.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #504 holding.
Coppell Advisory Solutions first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 10 quarters since.
Coppell Advisory Solutions's First Trust Long Duration Opportunities ETF position peaked at $1.76M in Q4 2024.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.