Creative Financial Designs’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Creative Financial Designs’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	$9.97K	Sell	462 -945	-67%	-$20.7K	﹤0.01%	1410
2025 Q4	$30.7K	Buy	1,407 +2	+0.1%	+$44	﹤0.01%	1031
2025 Q3	$30.6K	Sell	1,405 -540	-28%	-$11.6K	﹤0.01%	1018
2025 Q2	$41.7K	Sell	1,945 -65	-3%	-$1.38K	﹤0.01%	926
2025 Q1	$43.2K	Sell	2,010 -41,517	-95%	-$877K	﹤0.01%	868
2024 Q4	$907K	Sell	43,527 -3,094	-7%	-$66.2K	0.07%	205
2024 Q3	$1.04M	Buy	46,621 +553	+1%	+$12.2K	0.09%	188
2024 Q2	$969K	Sell	46,068 -346	-0.7%	-$7.21K	0.09%	180
2024 Q1	$992K	Buy	+46,414	New	+$997K	0.09%	169

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

Creative Financial Designs's LGOV Position: Q1 2026 in Review

Creative Financial Designs reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 67% in Q1 2026, selling an estimated $20.7K and leaving 462 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Creative Financial Designs first reported a position in LGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Creative Financial Designs held 462 shares of First Trust Long Duration Opportunities ETF worth $9.97K as of Q1 2026.
Creative Financial Designs sold 945 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $20.7K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1410 holding.
Creative Financial Designs first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 9 quarters since.
Creative Financial Designs's First Trust Long Duration Opportunities ETF position peaked at $1.04M in Q3 2024.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.