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
2026 Q2	$58.1K	Buy	+2,717	New	+$58.4K	﹤0.01%	2418
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 $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

WCFA

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Global Retirement Partners's LGOV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026: 2,717 shares worth $58.1K. The stake represents ﹤0.01% of the portfolio and ranks #2418 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LGOV as recently as Q4 2025.

Global Retirement Partners first reported a position in LGOV in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.73M in Q3 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Global Retirement Partners held 2,717 shares of First Trust Long Duration Opportunities ETF worth $58.1K as of Q2 2026.
First Trust Long Duration Opportunities ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2418 holding.
Global Retirement Partners first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 10 quarters since.
Global Retirement Partners's First Trust Long Duration Opportunities ETF position peaked at $1.73M in Q3 2024.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.