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

Cyndeo 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
Q1 		– Sell
-296,623
Closed -$6.18M – 468
2024
Q4 		$6.18M Buy
+296,623
New +$6.35M 0.42% 77

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cyndeo Wealth Partners's LGOV Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2025, closing a stake of 296,623 shares — an estimated $6.18M sold.

Cyndeo Wealth Partners first reported a position in LGOV in Q4 2024 and held it in 1 quarter. The position peaked at $6.18M in Q4 2024. 131 funds tracked by Wall St. Rank hold LGOV as of Q1 2025.

  • Cyndeo Wealth Partners reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 296,623 First Trust Long Duration Opportunities ETF shares in Q1 2025, an estimated $6.18M.
  • Cyndeo Wealth Partners first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • Cyndeo Wealth Partners's First Trust Long Duration Opportunities ETF position peaked at $6.18M in Q4 2024.
  • 131 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.