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Nearside Advisors, LLC’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Nearside Advisors, LLC’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
Q3 		$842K Buy
+42,992
New +$895K 0.6% 22

Other funds holding LGOV

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return
Midwest Financial Group
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nearside Advisors, LLC's LGOV Position: Q3 2026 in Review

Nearside Advisors, LLC opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q3 2026: 42,992 shares worth $842K. The stake represents 0.6% of the portfolio and ranks #22 among its holdings.

35 funds tracked by Wall St. Rank hold LGOV as of Q3 2026.

  • Nearside Advisors, LLC held 42,992 shares of First Trust Long Duration Opportunities ETF worth $842K as of Q3 2026.
  • First Trust Long Duration Opportunities ETF was a new Nearside Advisors, LLC position in Q3 2026.
  • First Trust Long Duration Opportunities ETF made up 0.6% of Nearside Advisors, LLC's portfolio in Q3 2026, its #22 holding.
  • 35 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2026.

Based on Nearside Advisors, LLC's 13F filing for Q3 2026, filed 20 Oct 2026.