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

Kestra Private Wealth 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	$1.26M	Buy	58,493 +26,086	+80%	+$571K	0.02%	728
2025 Q4	$707K	Buy	32,407 +2,618	+9%	+$57.6K	0.01%	974
2025 Q3	$648K	Buy	29,789 +153	+0.5%	+$3.28K	0.01%	974
2025 Q2	$635K	Buy	29,636 +3,221	+12%	+$68.3K	0.01%	930
2025 Q1	$568K	Sell	26,415 -1,843	-7%	-$38.9K	0.01%	898
2024 Q4	$589K	Sell	28,258 -4,473	-14%	-$95.8K	0.01%	858
2024 Q3	$733K	Sell	32,731 -5,492	-14%	-$121K	0.01%	728
2024 Q2	$804K	Buy	+38,223	New	+$796K	0.02%	644
2023 Q4	–	Sell	-13,494	Closed	-$274K	–	1259
2023 Q3	$274K	Sell	13,494 -10,922	-45%	-$234K	0.01%	902
2023 Q2	$543K	Sell	24,416 -130	-0.5%	-$2.94K	0.02%	609
2023 Q1	$560K	Buy	+24,546	New	+$553K	0.02%	566

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kestra Private Wealth Services's LGOV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 80% in Q1 2026, buying an estimated $571K and bringing the position to 58,493 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #728.

Kestra Private Wealth Services first reported a position in LGOV in Q1 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Kestra Private Wealth Services held 58,493 shares of First Trust Long Duration Opportunities ETF worth $1.26M as of Q1 2026.
Kestra Private Wealth Services bought 26,086 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $571K.
First Trust Long Duration Opportunities ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #728 holding.
Kestra Private Wealth Services first reported a position in First Trust Long Duration Opportunities ETF in Q1 2023 and has held it in 11 quarters since.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.