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Creekmur Asset Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Creekmur Asset Management’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
2024
Q4 		– Sell
-15
Closed -$336 – 1005
2024
Q3 		$336 Sell
15
-55
-79% -$1.21K ﹤0.01% 835
2024
Q2 		$1.47K Hold
70
– – ﹤0.01% 741
2024
Q1 		$1.5K Buy
70
+24
+52% +$516 ﹤0.01% 690
2023
Q4 		$1.02K Buy
+46
New +$950 ﹤0.01% 727

Other funds holding LGOV

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Creekmur Asset Management's LGOV Position: Q4 2024 in Review

Creekmur Asset Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 15 shares — an estimated $336 sold.

Creekmur Asset Management first reported a position in LGOV in Q4 2023 and held it in 4 quarters. The position peaked at $1.5K in Q1 2024. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

  • Creekmur Asset Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 15 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $336.
  • Creekmur Asset Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and held it in 4 quarters.
  • Creekmur Asset Management's First Trust Long Duration Opportunities ETF position peaked at $1.5K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Creekmur Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.