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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
Q2 		$24.3M Buy
1,136,196
+50,087
+5% +$1.08M 1.16% 33
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 $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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

GDS Wealth Management's LGOV Position: Q2 2026 in Review

GDS Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 4.6% in Q2 2026, buying an estimated $1.08M and bringing the position to 1,136,196 shares worth $24.3M. The position accounts for 1.16% of the portfolio, ranked #33.

GDS Wealth Management first reported a position in LGOV in Q1 2023 and has held it in 14 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • GDS Wealth Management held 1,136,196 shares of First Trust Long Duration Opportunities ETF worth $24.3M as of Q2 2026.
  • GDS Wealth Management bought 50,087 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $1.08M.
  • First Trust Long Duration Opportunities ETF made up 1.16% of GDS Wealth Management's portfolio in Q2 2026, its #33 holding.
  • GDS Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

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