Holistic Financial Partners’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
151,759
-63,228
| -29% | -$1.35M | 1.42% | 17 |
|
|
2025
Q1 | $4.62M | Sell |
214,987
-20,357
| -9% | -$438K | 2.23% | 9 |
|
|
2024
Q4 | $4.9M | Sell |
235,344
-16,892
| -7% | -$352K | 2.44% | 9 |
|
|
2024
Q3 | $5.65M | Buy |
252,236
+7,549
| +3% | +$169K | 2.72% | 8 |
|
|
2024
Q2 | $5.15M | Sell |
244,687
-1,139
| -0.5% | -$24K | 2.58% | 8 |
|
|
2024
Q1 | $5.26M | Buy |
245,826
+2,897
| +1% | +$61.9K | 2.67% | 9 |
|
|
2023
Q4 | $5.38M | Sell |
242,929
-9,991
| -4% | -$221K | 3.23% | 8 |
|
|
2023
Q3 | $5.13M | Buy |
+252,920
| New | +$5.13M | 3.41% | 8 |
|