ICA Group Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-208,219	Closed	-$4.45M	–	1075
2024 Q1	$4.45M	Buy	208,219 +12,427	+6%	+$267K	0.89%	25
2023 Q4	$4.33M	Buy	+195,792	New	+$4.04M	0.97%	24

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GWM

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

ICA Group Wealth Management's LGOV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2024, closing a stake of 208,219 shares — an estimated $4.45M sold.

ICA Group Wealth Management first reported a position in LGOV in Q4 2023 and held it in 2 quarters. The position peaked at $4.45M in Q1 2024. 111 funds tracked by Wall St. Rank hold LGOV as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 208,219 First Trust Long Duration Opportunities ETF shares in Q2 2024, an estimated $4.45M.
ICA Group Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and held it in 2 quarters.
ICA Group Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $4.45M in Q1 2024.
111 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.