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 Q2	$10K	Buy	467 +5	+1%	+$107	﹤0.01%	1515
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 $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 22.9% 1-Year Est. Return

Creative Financial Designs's LGOV Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 1.1% in Q2 2026, buying an estimated $107 and bringing the position to 467 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Creative Financial Designs first reported a position in LGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Creative Financial Designs held 467 shares of First Trust Long Duration Opportunities ETF worth $10K as of Q2 2026.
Creative Financial Designs bought 5 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $107.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1515 holding.
Creative Financial Designs first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
Creative Financial Designs's First Trust Long Duration Opportunities ETF position peaked at $1.04M in Q3 2024.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.