HBW Advisory Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

HBW Advisory Services’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
2025 Q3	–	Sell	-10,374	Closed	-$222K	–	435
2025 Q2	$222K	Buy	10,374 +8	+0.1%	+$170	0.03%	373
2025 Q1	$223K	Buy	+10,366	New	+$219K	0.03%	349

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

HBW Advisory Services's LGOV Position: Q3 2025 in Review

HBW Advisory Services sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2025, closing a stake of 10,374 shares — an estimated $222K sold.

HBW Advisory Services first reported a position in LGOV in Q1 2025 and held it in 2 quarters. The position peaked at $223K in Q1 2025. 125 funds tracked by Wall St. Rank hold LGOV as of Q3 2025.

HBW Advisory Services reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
HBW Advisory Services sold 10,374 First Trust Long Duration Opportunities ETF shares in Q3 2025, an estimated $222K.
HBW Advisory Services first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and held it in 2 quarters.
HBW Advisory Services's First Trust Long Duration Opportunities ETF position peaked at $223K in Q1 2025.
125 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.