Good Life Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Good Life Advisors’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
2024 Q4	–	Sell	-66,919	Closed	-$1.5M	–	562
2024 Q3	$1.5M	Buy	66,919 +5,048	+8%	+$111K	0.09%	170
2024 Q2	$1.3M	Sell	61,871 -1,641	-3%	-$34.2K	0.11%	157
2024 Q1	$1.36M	Buy	63,512 +9,137	+17%	+$196K	0.12%	133
2023 Q4	$1.2M	Buy	54,375 +34,534	+174%	+$713K	0.12%	139
2023 Q3	$402K	Sell	19,841 -621	-3%	-$13.3K	0.05%	245
2023 Q2	$455K	Buy	+20,462	New	+$462K	0.05%	232

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Good Life Advisors's LGOV Position: Q4 2024 in Review

Good Life Advisors sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 66,919 shares — an estimated $1.5M sold.

Good Life Advisors first reported a position in LGOV in Q2 2023 and held it in 6 quarters. The position peaked at $1.5M in Q3 2024. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

Good Life Advisors reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 66,919 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $1.5M.
Good Life Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and held it in 6 quarters.
Good Life Advisors's First Trust Long Duration Opportunities ETF position peaked at $1.5M in Q3 2024.
128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.