GWM
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GDS Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

GDS 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
Q1 		$23.4M Buy
1,086,109
+40,834
+4% +$894K 1.41% 25
2025
Q4 		$22.8M Sell
1,045,275
-26,517
-2% -$583K 1.43% 23
2025
Q3 		$23.3M Buy
1,071,792
+56,399
+6% +$1.21M 1.54% 21
2025
Q2 		$21.7M Buy
1,015,393
+34,463
+4% +$731K 1.59% 18
2025
Q1 		$21.1M Buy
980,930
+104,645
+12% +$2.21M 1.8% 14
2024
Q4 		$18.3M Buy
876,285
+100,602
+13% +$2.15M 1.66% 22
2024
Q3 		$17.4M Buy
775,683
+89,642
+13% +$1.97M 1.69% 19
2024
Q2 		$14.4M Buy
686,041
+113,836
+20% +$2.37M 1.58% 25
2024
Q1 		$12.2M Buy
572,205
+93,622
+20% +$2.01M 1.43% 32
2023
Q4 		$10.6M Buy
478,583
+53,212
+13% +$1.1M 1.43% 27
2023
Q3 		$8.63M Buy
425,371
+47,565
+13% +$1.02M 1.36% 27
2023
Q2 		$8.41M Buy
377,806
+34,291
+10% +$775K 1.36% 23
2023
Q1 		$7.84M Buy
+343,515
New +$7.73M 1.39% 24

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial
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
SI
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return