Gladstone Institutional Advisory’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Gladstone Institutional Advisory’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	$2.44M	Sell	113,789 -30,088	-21%	-$647K	0.08%	258
2026 Q1	$3.1M	Sell	143,877 -12,791	-8%	-$280K	0.12%	192
2025 Q4	$3.42M	Sell	156,668 -44,161	-22%	-$971K	0.13%	170
2025 Q3	$4.37M	Sell	200,829 -44,765	-18%	-$961K	0.17%	136
2025 Q2	$5.26M	Sell	245,594 -91,060	-27%	-$1.93M	0.22%	108
2025 Q1	$7.24M	Sell	336,654 -34,203	-9%	-$722K	0.34%	71
2024 Q4	$7.73M	Sell	370,857 -544,932	-60%	-$11.7M	0.36%	61
2024 Q3	$20.5M	Sell	915,789 -79,243	-8%	-$1.74M	1%	15
2024 Q2	$20.9M	Sell	995,032 -7,055	-0.7%	-$147K	1.09%	13
2024 Q1	$21.4M	Sell	1,002,087 -50,475	-5%	-$1.08M	1.18%	13
2023 Q4	$23.3M	Sell	1,052,562 -49,243	-4%	-$1.02M	1.31%	11
2023 Q3	$22.3M	Buy	1,101,805 +23,149	+2%	+$496K	1.45%	11
2023 Q2	$24M	Buy	+1,078,656	New	+$24.4M	1.46%	11

Other funds holding LGOV

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FEG

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Gladstone Institutional Advisory's LGOV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 21% in Q2 2026, selling an estimated $647K and leaving 113,789 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #258.

Gladstone Institutional Advisory first reported a position in LGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $24M in Q2 2023. 57 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Gladstone Institutional Advisory held 113,789 shares of First Trust Long Duration Opportunities ETF worth $2.44M as of Q2 2026.
Gladstone Institutional Advisory sold 30,088 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $647K.
First Trust Long Duration Opportunities ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #258 holding.
Gladstone Institutional Advisory first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
Gladstone Institutional Advisory's First Trust Long Duration Opportunities ETF position peaked at $24M in Q2 2023.
57 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.