Fortis Capital Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Fortis Capital Advisors’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	–	Sell	-29,883	Closed	-$652K	–	400
2025 Q4	$652K	Sell	29,883 -8,488	-22%	-$187K	0.1%	179
2025 Q3	$835K	Sell	38,371 -4,152	-10%	-$89.1K	0.13%	132
2025 Q2	$911K	Buy	42,523 +5,622	+15%	+$119K	0.16%	101
2025 Q1	$793K	Buy	+36,901	New	+$779K	0.16%	111

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

Fortis Capital Advisors's LGOV Position: Q1 2026 in Review

Fortis Capital Advisors sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2026, closing a stake of 29,883 shares — an estimated $652K sold.

Fortis Capital Advisors first reported a position in LGOV in Q1 2025 and held it in 4 quarters. The position peaked at $911K in Q2 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Fortis Capital Advisors reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Fortis Capital Advisors sold 29,883 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $652K.
Fortis Capital Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and held it in 4 quarters.
Fortis Capital Advisors's First Trust Long Duration Opportunities ETF position peaked at $911K in Q2 2025.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.