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

GeoWealth 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
2025 Q3	–	Sell	-8,888	Closed	-$190K	–	1023
2025 Q2	$190K	Sell	8,888 -6,528	-42%	-$139K	0.01%	670
2025 Q1	$331K	Sell	15,416 -306	-2%	-$6.46K	0.01%	520
2024 Q4	$328K	Sell	15,722 -21,423	-58%	-$459K	0.01%	599
2024 Q3	$832K	Buy	37,145 +989	+3%	+$21.7K	0.03%	349
2024 Q2	$760K	Buy	36,156 +2,338	+7%	+$48.7K	0.03%	327
2024 Q1	$723K	Buy	+33,818	New	+$727K	0.03%	355

Other funds holding LGOV

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

GWM

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

GeoWealth Management's LGOV Position: Q3 2025 in Review

GeoWealth Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2025, closing a stake of 8,888 shares — an estimated $190K sold.

GeoWealth Management first reported a position in LGOV in Q1 2024 and held it in 6 quarters. The position peaked at $832K in Q3 2024. 125 funds tracked by Wall St. Rank hold LGOV as of Q3 2025.

GeoWealth Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 8,888 First Trust Long Duration Opportunities ETF shares in Q3 2025, an estimated $190K.
GeoWealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and held it in 6 quarters.
GeoWealth Management's First Trust Long Duration Opportunities ETF position peaked at $832K in Q3 2024.
125 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.