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

Kingsview 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
2026
Q1 		$6.4M Sell
296,664
-14,304
-5% -$313K 0.09% 246
2025
Q4 		$6.79M Buy
310,968
+246,047
+379% +$5.41M 0.1% 214
2025
Q3 		$1.41M Sell
64,921
-3,650
-5% -$78.4K 0.02% 523
2025
Q2 		$1.47M Sell
68,571
-662
-1% -$14K 0.02% 487
2025
Q1 		$1.49M Sell
69,233
-9,516
-12% -$201K 0.03% 449
2024
Q4 		$1.64M Sell
78,749
-12,779
-14% -$274K 0.03% 436
2024
Q3 		$2.05M Sell
91,528
-58,724
-39% -$1.29M 0.04% 371
2024
Q2 		$3.16M Buy
150,252
+3,580
+2% +$74.6K 0.07% 245
2024
Q1 		$3.14M Buy
146,672
+8,062
+6% +$173K 0.08% 242
2023
Q4 		$3.07M Buy
138,610
+33,535
+32% +$692K 0.09% 203
2023
Q3 		$2.13M Sell
105,075
-49,452
-32% -$1.06M 0.08% 269
2023
Q2 		$3.44M Buy
154,527
+1,000
+0.7% +$22.6K 0.13% 164
2023
Q1 		$3.5M Buy
153,527
+10,005
+7% +$225K 0.15% 157
2022
Q4 		$3.14M Buy
143,522
+7,084
+5% +$157K 0.14% 177
2022
Q3 		$3.03M Buy
136,438
+25,741
+23% +$607K 0.14% 161
2022
Q2 		$2.63M Buy
110,697
+19,490
+21% +$471K 0.13% 179
2022
Q1 		$2.35M Sell
91,207
-4,009
-4% -$107K 0.1% 204
2021
Q4 		$2.64M Buy
95,216
+2,510
+3% +$69.6K 0.11% 194
2021
Q3 		$2.56M Buy
92,706
+19,196
+26% +$539K 0.12% 185
2021
Q2 		$2.05M Buy
73,510
+21,440
+41% +$587K 0.1% 217
2021
Q1 		$1.41M Buy
52,070
+18,820
+57% +$524K 0.08% 260
2020
Q4 		$966K Buy
33,250
+19,744
+146% +$577K 0.07% 284
2020
Q3 		$401K Buy
13,506
+5,864
+77% +$175K 0.04% 418
2020
Q2 		$229K Buy
+7,642
New +$225K 0.02% 494

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 $871M AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingsview Wealth Management's LGOV Position: Q1 2026 in Review

Kingsview Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 4.6% in Q1 2026, selling an estimated $313K and leaving 296,664 shares worth $6.4M. The position accounts for 0.09% of the portfolio, ranked #246.

Kingsview Wealth Management first reported a position in LGOV in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.79M in Q4 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Kingsview Wealth Management held 296,664 shares of First Trust Long Duration Opportunities ETF worth $6.4M as of Q1 2026.
  • Kingsview Wealth Management sold 14,304 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $313K.
  • First Trust Long Duration Opportunities ETF made up 0.09% of Kingsview Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Kingsview Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $6.79M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.