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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions's LGOV Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 24% in Q1 2026, selling an estimated $176K and leaving 25,112 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Envestnet Portfolio Solutions first reported a position in LGOV in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q3 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Envestnet Portfolio Solutions held 25,112 shares of First Trust Long Duration Opportunities ETF worth $542K as of Q1 2026.
Envestnet Portfolio Solutions sold 8,019 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $176K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #864 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's First Trust Long Duration Opportunities ETF position peaked at $2.75M in Q3 2024.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.