KWM
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Kiker Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Kiker Wealth 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
Q2 		– Sell
-379
Closed -$8.15K – 721
2025
Q1 		$8.15K Buy
+379
New +$8.01K 0.01% 397

Other funds holding LGOV

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

Kiker Wealth Management's LGOV Position: Q2 2025 in Review

Kiker Wealth Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2025, closing a stake of 379 shares — an estimated $8.15K sold.

Kiker Wealth Management first reported a position in LGOV in Q1 2025 and held it in 1 quarter. The position peaked at $8.15K in Q1 2025. 135 funds tracked by Wall St. Rank hold LGOV as of Q2 2025.

  • Kiker Wealth Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 379 First Trust Long Duration Opportunities ETF shares in Q2 2025, an estimated $8.15K.
  • Kiker Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $8.15K in Q1 2025.
  • 135 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.