FSB Premier Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

FSB Premier Wealth 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
2026 Q2	$3.18M	Buy	148,365 +9,616	+7%	+$207K	0.89%	30
2026 Q1	$2.99M	Buy	138,749 +4,329	+3%	+$94.8K	0.94%	28
2025 Q4	$2.93M	Buy	134,420 +5,687	+4%	+$125K	0.93%	28
2025 Q3	$2.8M	Buy	128,733 +6,975	+6%	+$150K	0.92%	29
2025 Q2	$2.61M	Buy	121,758 +12,711	+12%	+$270K	0.93%	30
2025 Q1	$2.34M	Buy	109,047 +10,276	+10%	+$217K	0.91%	29
2024 Q4	$2.06M	Buy	98,771 +26,386	+36%	+$565K	0.83%	34
2024 Q3	$1.62M	Buy	72,385 +44,107	+156%	+$970K	0.66%	38
2024 Q2	$595K	Buy	+28,278	New	+$589K	0.27%	89

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSB Premier Wealth Management's LGOV Position: Q2 2026 in Review

FSB Premier Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 6.9% in Q2 2026, buying an estimated $207K and bringing the position to 148,365 shares worth $3.18M. The position accounts for 0.89% of the portfolio, ranked #30.

FSB Premier Wealth Management first reported a position in LGOV in Q2 2024 and has held it in 9 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

FSB Premier Wealth Management held 148,365 shares of First Trust Long Duration Opportunities ETF worth $3.18M as of Q2 2026.
FSB Premier Wealth Management bought 9,616 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $207K.
First Trust Long Duration Opportunities ETF made up 0.89% of FSB Premier Wealth Management's portfolio in Q2 2026, its #30 holding.
FSB Premier Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.