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

Kestra 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
2025
Q1 		– Sell
-957
Closed -$19.9K – 1213
2024
Q4 		$19.9K Buy
+957
New +$20.5K ﹤0.01% 724

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Kestra Investment Management's LGOV Position: Q1 2025 in Review

Kestra Investment Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2025, closing a stake of 957 shares — an estimated $19.9K sold.

Kestra Investment Management first reported a position in LGOV in Q4 2024 and held it in 1 quarter. The position peaked at $19.9K in Q4 2024. 131 funds tracked by Wall St. Rank hold LGOV as of Q1 2025.

  • Kestra Investment Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 957 First Trust Long Duration Opportunities ETF shares in Q1 2025, an estimated $19.9K.
  • Kestra Investment Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's First Trust Long Duration Opportunities ETF position peaked at $19.9K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.