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Foundations Investment Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Foundations Investment 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
Q2 		$905K Buy
42,288
+19,402
+85% +$417K 0.01% 593
2026
Q1 		$494K Buy
+22,886
New +$501K 0.01% 725

Other funds holding LGOV

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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foundations Investment Advisors's LGOV Position: Q2 2026 in Review

Foundations Investment Advisors increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 85% in Q2 2026, buying an estimated $417K and bringing the position to 42,288 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #593.

Foundations Investment Advisors first reported a position in LGOV in Q1 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Foundations Investment Advisors held 42,288 shares of First Trust Long Duration Opportunities ETF worth $905K as of Q2 2026.
  • Foundations Investment Advisors bought 19,402 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $417K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #593 holding.
  • Foundations Investment Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.