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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
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 $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