Envestnet Asset Management
LGOV icon

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

Envestnet 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
2026
Q2 		$17.7M Buy
827,103
+14,495
+2% +$311K ﹤0.01% 1534
2026
Q1 		$17.5M Buy
812,608
+92,455
+13% +$2.02M ﹤0.01% 1432
2025
Q4 		$15.7M Buy
720,153
+41,569
+6% +$914K ﹤0.01% 1377
2025
Q3 		$14.8M Buy
678,584
+42,365
+7% +$909K ﹤0.01% 1499
2025
Q2 		$13.6M Sell
636,219
-501,564
-44% -$10.6M ﹤0.01% 1527
2025
Q1 		$24.5M Buy
1,137,783
+50,300
+5% +$1.06M 0.01% 1071
2024
Q4 		$22.7M Sell
1,087,483
-40,985
-4% -$877K 0.01% 1121
2024
Q3 		$25.3M Buy
1,128,468
+53,103
+5% +$1.17M 0.01% 1048
2024
Q2 		$22.6M Buy
1,075,365
+9,260
+0.9% +$193K 0.01% 1061
2024
Q1 		$22.8M Buy
1,066,105
+860,318
+418% +$18.5M 0.01% 1034
2023
Q4 		$4.55M Sell
205,787
-134,614
-40% -$2.78M ﹤0.01% 1960
2023
Q3 		$6.9M Sell
340,401
-142,001
-29% -$3.04M ﹤0.01% 1607
2023
Q2 		$10.7M Buy
482,402
+414,284
+608% +$9.36M ﹤0.01% 1256
2023
Q1 		$1.55M Buy
+68,118
New +$1.53M ﹤0.01% 2360
2021
Q1 		– Sell
-7,386
Closed -$215K – 3547
2020
Q4 		$215K Buy
+7,386
New +$216K ﹤0.01% 3105

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management's LGOV Position: Q2 2026 in Review

Envestnet Asset Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 1.8% in Q2 2026, buying an estimated $311K and bringing the position to 827,103 shares worth $17.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Envestnet Asset Management first reported a position in LGOV in Q4 2020 and has held it in 15 quarters since. The position peaked at $25.3M in Q3 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Envestnet Asset Management held 827,103 shares of First Trust Long Duration Opportunities ETF worth $17.7M as of Q2 2026.
  • Envestnet Asset Management bought 14,495 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $311K.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1534 holding.
  • Envestnet Asset Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2020 and has held it in 15 quarters since.
  • Envestnet Asset Management's First Trust Long Duration Opportunities ETF position peaked at $25.3M in Q3 2024.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.