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IFP Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

IFP Advisors’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 		$505K Sell
23,423
-7,549
-24% -$165K 0.01% 955
2025
Q4 		$676K Sell
30,972
-2,062
-6% -$45.3K 0.02% 811
2025
Q3 		$718K Sell
33,034
-138,602
-81% -$2.98M 0.02% 728
2025
Q2 		$3.68M Buy
171,636
+87,401
+104% +$1.85M 0.1% 214
2025
Q1 		$1.81M Buy
84,235
+12,238
+17% +$258K 0.06% 377
2024
Q4 		$1.5M Sell
71,997
-7,843
-10% -$168K 0.05% 420
2024
Q3 		$1.79M Sell
79,840
-8,127
-9% -$179K 0.06% 325
2024
Q2 		$1.85M Buy
87,967
+70,411
+401% +$1.47M 0.07% 285
2024
Q1 		$375K Buy
17,556
+9,755
+125% +$210K 0.02% 708
2023
Q4 		$173K Sell
7,801
-203
-3% -$4.19K 0.01% 1017
2023
Q3 		$162K Buy
8,004
+7,533
+1,599% +$161K 0.01% 1051
2023
Q2 		$10.5K Buy
471
+142
+43% +$3.21K ﹤0.01% 2286
2023
Q1 		$8.23K Sell
329
-38
-10% -$855 ﹤0.01% 2376
2022
Q4 		$9K Buy
367
+2
+0.5% +$44 ﹤0.01% 3458
2022
Q3 		$10K Hold
365
– – ﹤0.01% 3653
2022
Q2 		$10K Hold
365
– – ﹤0.01% 3408
2022
Q1 		$10K Buy
365
+36
+11% +$961 ﹤0.01% 3408
2021
Q4 		$9K Hold
329
– – ﹤0.01% 2273
2021
Q3 		$9K Hold
329
– – ﹤0.01% 2324
2021
Q2 		$9K Hold
329
– – ﹤0.01% 2259
2021
Q1 		$9K Hold
329
– – ﹤0.01% 2176
2020
Q4 		$10K Hold
329
– – ﹤0.01% 2076
2020
Q3 		$10K Hold
329
– – ﹤0.01% 1900
2020
Q2 		$10K Hold
329
– – ﹤0.01% 1823
2020
Q1 		$9K Buy
+329
New +$9.32K ﹤0.01% 1822

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
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
SI
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFP Advisors's LGOV Position: Q1 2026 in Review

IFP Advisors reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 24% in Q1 2026, selling an estimated $165K and leaving 23,423 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #955.

IFP Advisors first reported a position in LGOV in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.68M in Q2 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • IFP Advisors held 23,423 shares of First Trust Long Duration Opportunities ETF worth $505K as of Q1 2026.
  • IFP Advisors sold 7,549 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $165K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #955 holding.
  • IFP Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q1 2020 and has held it in 25 quarters since.
  • IFP Advisors's First Trust Long Duration Opportunities ETF position peaked at $3.68M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.