Jones Financial Companies’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Jones Financial Companies’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	$4.08K	Buy	+189	New	+$4.06K	﹤0.01%	4187

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 40.91% 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

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 22.96% 1-Year Est. Return

Jones Financial Companies's LGOV Position: Q2 2026 in Review

Jones Financial Companies opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026: 189 shares worth $4.08K. The stake represents ﹤0.01% of the portfolio and ranks #4187 among its holdings.

155 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Jones Financial Companies held 189 shares of First Trust Long Duration Opportunities ETF worth $4.08K as of Q2 2026.
First Trust Long Duration Opportunities ETF was a new Jones Financial Companies position in Q2 2026.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4187 holding.
155 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.