Gateway Wealth Partners’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Gateway Wealth Partners’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	$655K	Sell	30,598 -2,662	-8%	-$57.2K	0.04%	407
2026 Q1	$717K	Buy	33,260 +19,048	+134%	+$417K	0.03%	452
2025 Q4	$310K	Sell	14,212 -641	-4%	-$14.1K	0.03%	360
2025 Q3	$323K	Sell	14,853 -1,809	-11%	-$38.8K	0.04%	305
2025 Q2	$357K	Sell	16,662 -44,541	-73%	-$945K	0.07%	250
2025 Q1	$1.32M	Buy	61,203 +6,578	+12%	+$139K	0.3%	88
2024 Q4	$1.14M	Sell	54,625 -1,187	-2%	-$25.4K	0.29%	84
2024 Q3	$1.25M	Sell	55,812 -7,359	-12%	-$162K	0.34%	69
2024 Q2	$1.33M	Buy	+63,171	New	+$1.32M	0.4%	64
2024 Q1	–	Sell	-18,237	Closed	-$404K	–	243
2023 Q4	$404K	Buy	18,237 +3,224	+21%	+$66.5K	0.16%	123
2023 Q3	$304K	Buy	15,013 +3,228	+27%	+$69.2K	0.05%	194
2023 Q2	$262K	Buy	+11,785	New	+$266K	0.05%	198

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

Gateway Wealth Partners's LGOV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 8% in Q2 2026, selling an estimated $57.2K and leaving 30,598 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #407.

Gateway Wealth Partners first reported a position in LGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q2 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Gateway Wealth Partners held 30,598 shares of First Trust Long Duration Opportunities ETF worth $655K as of Q2 2026.
Gateway Wealth Partners sold 2,662 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $57.2K.
First Trust Long Duration Opportunities ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #407 holding.
Gateway Wealth Partners first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
Gateway Wealth Partners's First Trust Long Duration Opportunities ETF position peaked at $1.33M in Q2 2024.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.