Holistic Financial Partners’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Holistic Financial Partners’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	$3.35M	Buy	155,435 +3,294	+2%	+$72.1K	1.25%	19
2025 Q4	$3.32M	Buy	152,141 +6,869	+5%	+$151K	1.2%	18
2025 Q3	$3.16M	Sell	145,272 -6,487	-4%	-$139K	1.29%	19
2025 Q2	$3.25M	Sell	151,759 -63,228	-29%	-$1.34M	1.42%	17
2025 Q1	$4.62M	Sell	214,987 -20,357	-9%	-$430K	2.23%	9
2024 Q4	$4.9M	Sell	235,344 -16,892	-7%	-$362K	2.44%	9
2024 Q3	$5.65M	Buy	252,236 +7,549	+3%	+$166K	2.72%	8
2024 Q2	$5.15M	Sell	244,687 -1,139	-0.5%	-$23.7K	2.58%	8
2024 Q1	$5.26M	Buy	245,826 +2,897	+1%	+$62.2K	2.67%	9
2023 Q4	$5.38M	Sell	242,929 -9,991	-4%	-$206K	3.23%	8
2023 Q3	$5.13M	Buy	+252,920	New	+$5.42M	3.41%	8

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

Holistic Financial Partners's LGOV Position: Q1 2026 in Review

Holistic Financial Partners increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 2.2% in Q1 2026, buying an estimated $72.1K and bringing the position to 155,435 shares worth $3.35M. The position accounts for 1.25% of the portfolio, ranked #19.

Holistic Financial Partners first reported a position in LGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.65M in Q3 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Holistic Financial Partners held 155,435 shares of First Trust Long Duration Opportunities ETF worth $3.35M as of Q1 2026.
Holistic Financial Partners bought 3,294 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $72.1K.
First Trust Long Duration Opportunities ETF made up 1.25% of Holistic Financial Partners's portfolio in Q1 2026, its #19 holding.
Holistic Financial Partners first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 11 quarters since.
Holistic Financial Partners's First Trust Long Duration Opportunities ETF position peaked at $5.65M in Q3 2024.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.