IFG
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Independent Financial Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Independent Financial Group’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
Q3 		$772K Sell
39,388
-37,317
-49% -$777K 0.01% 783
2026
Q2 		$1.64M Sell
76,705
-24,076
-24% -$517K 0.03% 511
2026
Q1 		$2.17M Sell
100,781
-6,483
-6% -$142K 0.05% 378
2025
Q4 		$2.34M Sell
107,264
-2,695
-2% -$59.2K 0.05% 351
2025
Q3 		$2.39M Sell
109,959
-6,813
-6% -$146K 0.06% 332
2025
Q2 		$2.5M Buy
116,772
+38,230
+49% +$811K 0.07% 283
2025
Q1 		$1.69M Sell
78,542
-2,483
-3% -$52.4K 0.06% 327
2024
Q4 		$1.69M Sell
81,025
-18,056
-18% -$387K 0.06% 336
2024
Q3 		$2.22M Buy
+99,081
New +$2.18M 0.08% 251

Other funds holding LGOV

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group's LGOV Position: Q3 2026 in Review

Independent Financial Group reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 49% in Q3 2026, selling an estimated $777K and leaving 39,388 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #783.

Independent Financial Group first reported a position in LGOV in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.5M in Q2 2025. 9 funds tracked by Wall St. Rank hold LGOV as of Q3 2026.

  • Independent Financial Group held 39,388 shares of First Trust Long Duration Opportunities ETF worth $772K as of Q3 2026.
  • Independent Financial Group sold 37,317 First Trust Long Duration Opportunities ETF shares in Q3 2026, an estimated $777K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #783 holding.
  • Independent Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and has held it in 9 quarters since.
  • Independent Financial Group's First Trust Long Duration Opportunities ETF position peaked at $2.5M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.