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

Core Wealth Partners’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
2025 Q2	–	Sell	-41,671	Closed	-$896K	–	184
2025 Q1	$896K	Buy	41,671 +2,261	+6%	+$47.8K	0.52%	51
2024 Q4	$821K	Sell	39,410 -580	-1%	-$12.4K	0.47%	54
2024 Q3	$896K	Buy	39,990 +28,654	+253%	+$630K	0.54%	52
2024 Q2	$238K	Buy	11,336 +1,263	+13%	+$26.3K	0.16%	124
2024 Q1	$215K	Buy	+10,073	New	+$216K	0.16%	128

Other funds holding LGOV

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

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

FEG

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

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

GWM

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

CAG

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Core Wealth Partners's LGOV Position: Q2 2025 in Review

Core Wealth Partners sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2025, closing a stake of 41,671 shares — an estimated $896K sold.

Core Wealth Partners first reported a position in LGOV in Q1 2024 and held it in 5 quarters. The position peaked at $896K in Q1 2025. 135 funds tracked by Wall St. Rank hold LGOV as of Q2 2025.

Core Wealth Partners reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Core Wealth Partners sold 41,671 First Trust Long Duration Opportunities ETF shares in Q2 2025, an estimated $896K.
Core Wealth Partners first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and held it in 5 quarters.
Core Wealth Partners's First Trust Long Duration Opportunities ETF position peaked at $896K in Q1 2025.
135 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2025.

Based on Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.