Global Retirement Partners’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Global Retirement Partners’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 Q4	$50.9K	Sell	2,330 -9,270	-80%	-$204K	﹤0.01%	2344
2025 Q3	$252K	Sell	11,600 -11,878	-51%	-$255K	0.01%	1061
2025 Q2	$503K	Buy	+23,478	New	+$498K	0.01%	707
2024 Q4	$479K	Sell	23,001 -54,284	-70%	-$1.16M	0.01%	642
2024 Q3	$1.73M	Buy	77,285 +54,249	+235%	+$1.19M	0.05%	316
2024 Q2	$484K	Buy	+23,036	New	+$480K	0.02%	621
2024 Q1	–	Sell	-94	Closed	-$2.04K	–	3446
2023 Q4	$2.04K	Sell	94 -8,774	-99%	-$181K	﹤0.01%	2666
2023 Q3	$177K	Buy	8,868 +8,667	+4,312%	+$186K	0.01%	715
2023 Q2	$4.47K	Buy	+201	New	+$4.54K	﹤0.01%	2248

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

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

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

FEG

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

Global Retirement Partners's LGOV Position: Q4 2025 in Review

Global Retirement Partners reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 80% in Q4 2025, selling an estimated $204K and leaving 2,330 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Global Retirement Partners first reported a position in LGOV in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2024. 138 funds tracked by Wall St. Rank hold LGOV as of Q4 2025.

Global Retirement Partners held 2,330 shares of First Trust Long Duration Opportunities ETF worth $50.9K as of Q4 2025.
Global Retirement Partners sold 9,270 First Trust Long Duration Opportunities ETF shares in Q4 2025, an estimated $204K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2344 holding.
Global Retirement Partners first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 9 quarters since.
Global Retirement Partners's First Trust Long Duration Opportunities ETF position peaked at $1.73M in Q3 2024.
138 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.