Great Valley Advisor Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Great Valley Advisor Group’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	-10,230	Closed	-$229K	–	866
2024 Q3	$229K	Buy	10,230 +430	+4%	+$9.45K	0.01%	766
2024 Q2	$206K	Hold	9,800	–	–	0.01%	739
2024 Q1	$210K	Sell	9,800 -310	-3%	-$6.66K	0.01%	700
2023 Q4	$224K	Buy	+10,110	New	+$209K	0.01%	649

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 $38.8B AUM 21.88% 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

Great Valley Advisor Group's LGOV Position: Q4 2024 in Review

Great Valley Advisor Group sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 10,230 shares — an estimated $229K sold.

Great Valley Advisor Group first reported a position in LGOV in Q4 2023 and held it in 4 quarters. The position peaked at $229K in Q3 2024. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

Great Valley Advisor Group reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Great Valley Advisor Group sold 10,230 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $229K.
Great Valley Advisor Group first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and held it in 4 quarters.
Great Valley Advisor Group's First Trust Long Duration Opportunities ETF position peaked at $229K in Q3 2024.
128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Great Valley Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.