Freedom Investment Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Freedom Investment 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
2023 Q1	–	Sell	-129,791	Closed	-$2.84M	–	749
2022 Q4	$2.84M	Buy	129,791 +2,241	+2%	+$49.5K	0.32%	71
2022 Q3	$2.83M	Sell	127,550 -6,076	-5%	-$143K	0.33%	71
2022 Q2	$3.18M	Sell	133,626 -18,798	-12%	-$455K	0.34%	67
2022 Q1	$3.94M	Sell	152,424 -117,058	-43%	-$3.12M	0.35%	66
2021 Q4	$7.48M	Sell	269,482 -22,353	-8%	-$620K	0.55%	29
2021 Q3	$8.05M	Buy	291,835 +9,996	+4%	+$280K	0.61%	24
2021 Q2	$7.85M	Sell	281,839 -5,174	-2%	-$142K	0.58%	22
2021 Q1	$7.71M	Buy	+287,013	New	+$7.99M	0.6%	22

Other funds holding LGOV

MFGM

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

GWM

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Freedom Investment Management's LGOV Position: Q1 2023 in Review

Freedom Investment Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2023, closing a stake of 129,791 shares — an estimated $2.84M sold.

Freedom Investment Management first reported a position in LGOV in Q1 2021 and held it in 8 quarters. The position peaked at $8.05M in Q3 2021. 29 funds tracked by Wall St. Rank hold LGOV as of Q1 2023.

Freedom Investment Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Freedom Investment Management sold 129,791 First Trust Long Duration Opportunities ETF shares in Q1 2023, an estimated $2.84M.
Freedom Investment Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2021 and held it in 8 quarters.
Freedom Investment Management's First Trust Long Duration Opportunities ETF position peaked at $8.05M in Q3 2021.
29 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.