Investors Research Corp’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Investors Research Corp’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	$1.35M	Sell	63,225 -1,988	-3%	-$42.7K	0.24%	66
2026 Q1	$1.41M	Hold	65,213	–	–	0.27%	60
2025 Q4	$1.42M	Sell	65,213 -1,548	-2%	-$34K	0.26%	63
2025 Q3	$1.45M	Sell	66,761 -93	-0.1%	-$2K	0.27%	62
2025 Q2	$1.43M	Sell	66,854 -100	-0.1%	-$2.12K	0.28%	63
2025 Q1	$1.44M	Buy	66,954 +30	+0%	+$634	0.31%	58
2024 Q4	$1.39M	Sell	66,924 -222	-0.3%	-$4.75K	0.31%	62
2024 Q3	$1.5M	Sell	67,146 -91	-0.1%	-$2K	0.33%	56
2024 Q2	$1.41M	Hold	67,237	–	–	0.33%	60
2024 Q1	$1.44M	Sell	67,237 -1,604	-2%	-$34.5K	0.34%	59
2023 Q4	$1.52M	Hold	68,841	–	–	0.37%	56
2023 Q3	$1.4M	Sell	68,841 -5,286	-7%	-$113K	0.36%	58
2023 Q2	$1.65M	Sell	74,127 -629	-0.8%	-$14.2K	0.42%	43
2023 Q1	$1.71M	Hold	74,756	–	–	0.44%	44
2022 Q4	$1.64M	Sell	74,756 -1,359	-2%	-$30K	0.44%	41
2022 Q3	$1.69M	Sell	76,115 -298	-0.4%	-$7.03K	0.52%	37
2022 Q2	$1.82M	Sell	76,413 -8,578	-10%	-$207K	0.55%	36
2022 Q1	$2.19M	Sell	84,991 -665	-0.8%	-$17.7K	0.62%	35
2021 Q4	$2.38M	Buy	85,656 +14,529	+20%	+$403K	0.72%	34
2021 Q3	$1.96M	Buy	71,127 +11,313	+19%	+$317K	0.66%	36
2021 Q2	$1.67M	Buy	59,814 +14,889	+33%	+$407K	0.58%	40
2021 Q1	$1.21M	Buy	44,925 +16,387	+57%	+$456K	0.45%	65
2020 Q4	$829K	Buy	28,538 +18,462	+183%	+$539K	0.33%	101
2020 Q3	$299K	Buy	+10,076	New	+$300K	0.15%	209

Other funds holding LGOV

WCFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Investors Research Corp's LGOV Position: Q2 2026 in Review

Investors Research Corp reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 3% in Q2 2026, selling an estimated $42.7K and leaving 63,225 shares worth $1.35M. The position accounts for 0.24% of the portfolio, ranked #66.

Investors Research Corp first reported a position in LGOV in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.38M in Q4 2021. 57 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Investors Research Corp held 63,225 shares of First Trust Long Duration Opportunities ETF worth $1.35M as of Q2 2026.
Investors Research Corp sold 1,988 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $42.7K.
First Trust Long Duration Opportunities ETF made up 0.24% of Investors Research Corp's portfolio in Q2 2026, its #66 holding.
Investors Research Corp first reported a position in First Trust Long Duration Opportunities ETF in Q3 2020 and has held it in 24 quarters since.
Investors Research Corp's First Trust Long Duration Opportunities ETF position peaked at $2.38M in Q4 2021.
57 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.