First Heartland Consultants’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-34,456	Closed	-$725	–	478
2024 Q2	$725	Sell	34,456 -227,802	-87%	-$4.74M	0.05%	205
2024 Q1	$5.61M	Sell	262,258 -19,028	-7%	-$409K	0.58%	51
2023 Q4	$6.22M	Sell	281,286 -5,424	-2%	-$112K	0.75%	38
2023 Q3	$5.81M	Buy	286,710 +190,682	+199%	+$4.09M	0.73%	37
2023 Q2	$2.14M	Buy	+96,028	New	+$2.17M	0.28%	84

Other funds holding LGOV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

GWM

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

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

First Heartland Consultants's LGOV Position: Q3 2024 in Review

First Heartland Consultants sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2024, closing a stake of 34,456 shares — an estimated $725 sold.

First Heartland Consultants first reported a position in LGOV in Q2 2023 and held it in 5 quarters. The position peaked at $6.22M in Q4 2023. 118 funds tracked by Wall St. Rank hold LGOV as of Q3 2024.

First Heartland Consultants reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 34,456 First Trust Long Duration Opportunities ETF shares in Q3 2024, an estimated $725.
First Heartland Consultants first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and held it in 5 quarters.
First Heartland Consultants's First Trust Long Duration Opportunities ETF position peaked at $6.22M in Q4 2023.
118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.