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Kestra Advisory Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Kestra Advisory Services’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 		$2.48M Sell
114,808
-18,713
-14% -$410K 0.01% 1176
2025
Q4 		$2.91M Sell
133,521
-3,006
-2% -$66.1K 0.01% 1005
2025
Q3 		$2.97M Buy
136,527
+42,107
+45% +$904K 0.01% 944
2025
Q2 		$2.02M Sell
94,420
-1,328
-1% -$28.2K 0.01% 1073
2025
Q1 		$2.06M Sell
95,748
-25,523
-21% -$539K 0.01% 972
2024
Q4 		$2.53M Sell
121,271
-16,141
-12% -$346K 0.01% 886
2024
Q3 		$3.08M Sell
137,412
-58,331
-30% -$1.28M 0.02% 758
2024
Q2 		$4.12M Sell
195,743
-425,467
-68% -$8.86M 0.02% 664
2024
Q1 		$13.3M Buy
621,210
+240,883
+63% +$5.18M 0.09% 240
2023
Q4 		$8.42M Buy
380,327
+337,193
+782% +$6.96M 0.07% 307
2023
Q3 		$875K Buy
43,134
+17,304
+67% +$371K 0.01% 1058
2023
Q2 		$575K Buy
25,830
+15,818
+158% +$357K 0.01% 1259
2023
Q1 		$228K Sell
10,012
-5,078
-34% -$114K ﹤0.01% 1747
2022
Q4 		$330K Sell
15,090
-5,716
-27% -$126K ﹤0.01% 1668
2022
Q3 		$461K Buy
+20,806
New +$491K ﹤0.01% 1360
2021
Q2 		– Sell
-17,068
Closed -$458K – 2021
2021
Q1 		$458K Buy
17,068
+1,656
+11% +$46.1K 0.01% 1240
2020
Q4 		$447K Buy
+15,412
New +$450K 0.01% 1261

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

Kestra Advisory Services's LGOV Position: Q1 2026 in Review

Kestra Advisory Services reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 14% in Q1 2026, selling an estimated $410K and leaving 114,808 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #1176.

Kestra Advisory Services first reported a position in LGOV in Q4 2020 and has held it in 17 quarters since. The position peaked at $13.3M in Q1 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Kestra Advisory Services held 114,808 shares of First Trust Long Duration Opportunities ETF worth $2.48M as of Q1 2026.
  • Kestra Advisory Services sold 18,713 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $410K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1176 holding.
  • Kestra Advisory Services first reported a position in First Trust Long Duration Opportunities ETF in Q4 2020 and has held it in 17 quarters since.
  • Kestra Advisory Services's First Trust Long Duration Opportunities ETF position peaked at $13.3M in Q1 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.