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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Sell
8,888
-6,528
-42% -$140K 0.01% 670
2025
Q1
$331K Sell
15,416
-306
-2% -$6.58K 0.01% 520
2024
Q4
$328K Sell
15,722
-21,423
-58% -$446K 0.01% 599
2024
Q3
$832K Buy
37,145
+989
+3% +$22.2K 0.03% 349
2024
Q2
$760K Buy
36,156
+2,338
+7% +$49.2K 0.03% 327
2024
Q1
$723K Buy
+33,818
New +$723K 0.03% 355