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Financial Advocates Investment Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Financial Advocates Investment 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
2023
Q4 		– Sell
-29,506
Closed -$598K – 762
2023
Q3 		$598K Buy
29,506
+1,206
+4% +$25.8K 0.04% 369
2023
Q2 		$630K Buy
+28,300
New +$639K 0.04% 352

Other funds holding LGOV

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's LGOV Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2023, closing a stake of 29,506 shares — an estimated $598K sold.

Financial Advocates Investment Management first reported a position in LGOV in Q2 2023 and held it in 2 quarters. The position peaked at $630K in Q2 2023. 81 funds tracked by Wall St. Rank hold LGOV as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 29,506 First Trust Long Duration Opportunities ETF shares in Q4 2023, an estimated $598K.
  • Financial Advocates Investment Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's First Trust Long Duration Opportunities ETF position peaked at $630K in Q2 2023.
  • 81 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.