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	$11.5M	Buy	535,772 +42,686	+9%	+$917K	0.08%	256
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 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 40.89% 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 22.9% 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 8.7% in Q2 2026, buying an estimated $917K and bringing the position to 535,772 shares worth $11.5M. The position accounts for 0.08% of the portfolio, ranked #256.

Integrated Wealth Concepts first reported a position in LGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.3M in Q4 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Integrated Wealth Concepts held 535,772 shares of First Trust Long Duration Opportunities ETF worth $11.5M as of Q2 2026.
Integrated Wealth Concepts bought 42,686 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $917K.
First Trust Long Duration Opportunities ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #256 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.
Integrated Wealth Concepts's First Trust Long Duration Opportunities ETF position peaked at $14.3M in Q4 2025.
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.