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Householder Group Estate & Retirement Specialist’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$257K Buy
12,372
+10,512
+565% +$225K 0.19% 86
2024
Q3 		$41K Buy
+1,860
New +$40.9K 0.01% 515

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LGOV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 565% in Q4 2024, buying an estimated $225K and bringing the position to 12,372 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #86.

Householder Group Estate & Retirement Specialist first reported a position in LGOV in Q3 2024 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 12,372 shares of First Trust Long Duration Opportunities ETF worth $257K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 10,512 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $225K.
  • First Trust Long Duration Opportunities ETF made up 0.19% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #86 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.