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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
Q1 		– Sell
-575
Closed -$12.7K – 1264
2023
Q4 		$12.7K Buy
+575
New +$11.9K ﹤0.01% 445
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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: Q1 2024 in Review

Financial Gravity Asset Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2024, closing a stake of 575 shares — an estimated $12.7K sold.

Financial Gravity Asset Management first reported a position in LGOV in Q2 2021 and held it in 3 quarters. The position peaked at $28K in Q3 2021. 95 funds tracked by Wall St. Rank hold LGOV as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 575 First Trust Long Duration Opportunities ETF shares in Q1 2024, an estimated $12.7K.
  • Financial Gravity Asset Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2021 and held it in 3 quarters.
  • Financial Gravity Asset Management's First Trust Long Duration Opportunities ETF position peaked at $28K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.