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

Financial Gravity 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
2024 Q2	–	Sell	-365	Closed	-$7.81K	–	1999
2024 Q1	$7.81K	Sell	365 -785	-68%	-$16.9K	﹤0.01%	767
2023 Q4	$24K	Buy	1,150 +575	+100%	+$11.9K	﹤0.01%	668
2023 Q3	$11.3K	Buy	575 +553	+2,514%	+$11.8K	﹤0.01%	585
2023 Q2	$10.6K	Sell	22 -1	-4%	-$23	0.03%	318
2023 Q1	$13.1K	Buy	23 +1	+5%	+$23	0.4%	48
2022 Q4	$44.3K	Sell	22 -110	-83%	-$2.43K	0.23%	62
2022 Q3	$14.2K	Sell	132 -12	-8%	-$283	0.48%	40
2022 Q2	$15.3K	Sell	144 -12	-8%	-$290	0.47%	39
2022 Q1	$16.8K	Sell	156 -348	-69%	-$9.29K	0.47%	47
2021 Q4	$37.5K	Sell	504 -911	-64%	-$25.3K	0.85%	27
2021 Q3	$28K	Hold	1,415	–	–	0.01%	720
2021 Q2	$28K	Buy	+1,415	New	+$38.7K	0.01%	731

Other funds holding LGOV

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GWM

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Financial Gravity Asset Management's LGOV Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2024, closing a stake of 365 shares — an estimated $7.81K sold.

Financial Gravity Asset Management first reported a position in LGOV in Q2 2021 and held it in 12 quarters. The position peaked at $44.3K in Q4 2022. 111 funds tracked by Wall St. Rank hold LGOV as of Q2 2024.

Financial Gravity Asset Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 365 First Trust Long Duration Opportunities ETF shares in Q2 2024, an estimated $7.81K.
Financial Gravity Asset Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2021 and held it in 12 quarters.
Financial Gravity Asset Management's First Trust Long Duration Opportunities ETF position peaked at $44.3K in Q4 2022.
111 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.