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 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 $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

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

HBK Sorce Advisory's LGOV Position: Q1 2026 in Review

HBK Sorce Advisory reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 33% in Q1 2026, selling an estimated $105K and leaving 9,965 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

HBK Sorce Advisory first reported a position in LGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q3 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

HBK Sorce Advisory held 9,965 shares of First Trust Long Duration Opportunities ETF worth $215K as of Q1 2026.
HBK Sorce Advisory sold 4,800 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $105K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #587 holding.
HBK Sorce Advisory first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
HBK Sorce Advisory's First Trust Long Duration Opportunities ETF position peaked at $326K in Q3 2025.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.