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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's LGOV Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 24% in Q2 2026, selling an estimated $517K and leaving 76,705 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #511.

Independent Financial Group first reported a position in LGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q2 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Independent Financial Group held 76,705 shares of First Trust Long Duration Opportunities ETF worth $1.64M as of Q2 2026.
Independent Financial Group sold 24,076 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $517K.
First Trust Long Duration Opportunities ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #511 holding.
Independent Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's First Trust Long Duration Opportunities ETF position peaked at $2.5M in Q2 2025.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.