Envestnet Portfolio Solutions
LGOV icon

Envestnet Portfolio Solutions’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Envestnet Portfolio Solutions’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 		$539K Buy
25,164
+52
+0.2% +$1.12K ﹤0.01% 959
2026
Q1 		$542K Sell
25,112
-8,019
-24% -$176K ﹤0.01% 864
2025
Q4 		$723K Buy
33,131
+43
+0.1% +$945 ﹤0.01% 897
2025
Q3 		$720K Sell
33,088
-2,472
-7% -$53.1K ﹤0.01% 874
2025
Q2 		$762K Sell
35,560
-65,323
-65% -$1.39M ﹤0.01% 908
2025
Q1 		$2.17M Sell
100,883
-12,377
-11% -$261K 0.01% 557
2024
Q4 		$2.36M Sell
113,260
-9,670
-8% -$207K 0.01% 610
2024
Q3 		$2.75M Buy
122,930
+27,613
+29% +$607K 0.01% 561
2024
Q2 		$2M Sell
95,317
-2,207
-2% -$46K 0.01% 638
2024
Q1 		$2.09M Buy
+97,524
New +$2.1M 0.01% 624
2023
Q4 		– Sell
-18,101
Closed -$367K – 1578
2023
Q3 		$367K Buy
+18,101
New +$388K ﹤0.01% 1127

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 40.89% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's LGOV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 0.21% in Q2 2026, buying an estimated $1.12K and bringing the position to 25,164 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Envestnet Portfolio Solutions first reported a position in LGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.75M in Q3 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Envestnet Portfolio Solutions held 25,164 shares of First Trust Long Duration Opportunities ETF worth $539K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 52 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $1.12K.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #959 holding.
  • Envestnet Portfolio Solutions first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's First Trust Long Duration Opportunities ETF position peaked at $2.75M in Q3 2024.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.