GI
LGOV icon

Gradient Investments’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-73
Closed -$1.53K – 876
2024
Q2 		$1.53K Buy
+73
New +$1.52K ﹤0.01% 1019

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gradient Investments's LGOV Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2024, closing a stake of 73 shares — an estimated $1.53K sold.

Gradient Investments first reported a position in LGOV in Q2 2024 and held it in 1 quarter. The position peaked at $1.53K in Q2 2024. 118 funds tracked by Wall St. Rank hold LGOV as of Q3 2024.

  • Gradient Investments reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 73 First Trust Long Duration Opportunities ETF shares in Q3 2024, an estimated $1.53K.
  • Gradient Investments first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's First Trust Long Duration Opportunities ETF position peaked at $1.53K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.