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International Assets Investment Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

International Assets Investment Management’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 		$19.6K Buy
916
+589
+180% +$12.7K ﹤0.01% 1617
2026
Q1 		$7.05K Sell
327
-874
-73% -$19.1K ﹤0.01% 1772
2025
Q4 		$26.2K Buy
+1,201
New +$26.4K ﹤0.01% 1404
2024
Q3 		– Sell
-2,500
Closed -$52.6K – 2291
2024
Q2 		$52.6K Buy
+2,500
New +$52.1K ﹤0.01% 1155

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

International Assets Investment Management's LGOV Position: Q2 2026 in Review

International Assets Investment Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 180% in Q2 2026, buying an estimated $12.7K and bringing the position to 916 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

International Assets Investment Management first reported a position in LGOV in Q2 2024 and has held it in 4 quarters since. The position peaked at $52.6K in Q2 2024. 115 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • International Assets Investment Management held 916 shares of First Trust Long Duration Opportunities ETF worth $19.6K as of Q2 2026.
  • International Assets Investment Management bought 589 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $12.7K.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1617 holding.
  • International Assets Investment Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's First Trust Long Duration Opportunities ETF position peaked at $52.6K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.