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Integrated Wealth Concepts’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Integrated Wealth Concepts’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 		$16.9M Buy
789,892
+296,806
+60% +$6.38M 0.08% 234
2026
Q1 		$10.6M Sell
493,086
-162,272
-25% -$3.55M 0.08% 239
2025
Q4 		$14.3M Buy
655,358
+26,054
+4% +$573K 0.17% 121
2025
Q3 		$13.7M Buy
629,304
+241,238
+62% +$5.18M 0.12% 157
2025
Q2 		$8.31M Buy
388,066
+23,301
+6% +$494K 0.08% 231
2025
Q1 		$7.84M Buy
+364,765
New +$7.7M 0.09% 222
2024
Q4 		– Sell
-9,797
Closed -$219K – 1757
2024
Q3 		$219K Sell
9,797
-13,770
-58% -$303K ﹤0.01% 1519
2024
Q2 		$496K Sell
23,567
-2,648
-10% -$55.1K 0.01% 1056
2024
Q1 		$560K Buy
26,215
+1,651
+7% +$35.5K 0.01% 1004
2023
Q4 		$544K Sell
24,564
-1,256
-5% -$25.9K 0.01% 964
2023
Q3 		$524K Sell
25,820
-3,088
-11% -$66.2K 0.01% 968
2023
Q2 		$643K Buy
28,908
+8
+0% +$181 0.01% 875
2023
Q1 		$659K Buy
+28,900
New +$651K 0.01% 764

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Wealth Concepts's LGOV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 60% in Q2 2026, buying an estimated $6.38M and bringing the position to 789,892 shares worth $16.9M. The position accounts for 0.08% of the portfolio, ranked #234.

Integrated Wealth Concepts first reported a position in LGOV in Q1 2023 and has held it in 13 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Integrated Wealth Concepts held 789,892 shares of First Trust Long Duration Opportunities ETF worth $16.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 296,806 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $6.38M.
  • First Trust Long Duration Opportunities ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #234 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Long Duration Opportunities ETF in Q1 2023 and has held it in 13 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.