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Independent Advisor Alliance’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Independent Advisor Alliance’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 		$557K Buy
+25,822
New +$565K 0.01% 1073
2025
Q1 		– Sell
-66,840
Closed -$1.39M – 1142
2024
Q4 		$1.39M Buy
+66,840
New +$1.43M 0.02% 624

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

Independent Advisor Alliance's LGOV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q1 2026: 25,822 shares worth $557K. The stake represents 0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in LGOV as recently as Q4 2024.

Independent Advisor Alliance first reported a position in LGOV in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.39M in Q4 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Independent Advisor Alliance held 25,822 shares of First Trust Long Duration Opportunities ETF worth $557K as of Q1 2026.
  • First Trust Long Duration Opportunities ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1073 holding.
  • Independent Advisor Alliance first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's First Trust Long Duration Opportunities ETF position peaked at $1.39M in Q4 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.