Eldridge Investment Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Eldridge Investment Advisors’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
2022 Q1	–	Sell	-35,000	Closed	-$972K	–	131
2021 Q4	$972K	Buy	+35,000	New	+$970K	0.32%	55

Other funds holding LGOV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LMKC

L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Eldridge Investment Advisors's LGOV Position: Q1 2022 in Review

Eldridge Investment Advisors sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2022, closing a stake of 35,000 shares — an estimated $972K sold.

Eldridge Investment Advisors first reported a position in LGOV in Q4 2021 and held it in 1 quarter. The position peaked at $972K in Q4 2021. 22 funds tracked by Wall St. Rank hold LGOV as of Q1 2022.

Eldridge Investment Advisors reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Eldridge Investment Advisors sold 35,000 First Trust Long Duration Opportunities ETF shares in Q1 2022, an estimated $972K.
Eldridge Investment Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2021 and held it in 1 quarter.
Eldridge Investment Advisors's First Trust Long Duration Opportunities ETF position peaked at $972K in Q4 2021.
22 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2022.

Based on Eldridge Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.