HBK Sorce Advisory’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

HBK Sorce Advisory’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	$214K	Buy	10,153 +188	+2%	+$4.04K	﹤0.01%	612
2026 Q1	$215K	Sell	9,965 -4,800	-33%	-$105K	﹤0.01%	587
2025 Q4	$324K	Hold	14,765	–	–	0.01%	462
2025 Q3	$326K	Buy	14,765 +115	+0.8%	+$2.47K	0.01%	454
2025 Q2	$314K	Hold	14,650	–	–	0.01%	446
2025 Q1	$315K	Buy	+14,650	New	+$309K	0.01%	438

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

HBK Sorce Advisory's LGOV Position: Q2 2026 in Review

HBK Sorce Advisory increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 1.9% in Q2 2026, buying an estimated $4.04K and bringing the position to 10,153 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

HBK Sorce Advisory first reported a position in LGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q3 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

HBK Sorce Advisory held 10,153 shares of First Trust Long Duration Opportunities ETF worth $214K as of Q2 2026.
HBK Sorce Advisory bought 188 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $4.04K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #612 holding.
HBK Sorce Advisory first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
HBK Sorce Advisory's First Trust Long Duration Opportunities ETF position peaked at $326K in Q3 2025.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.