KF
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KKM Financial’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

KKM Financial’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
Q2 		$322K Buy
15,061
+747
+5% +$16.1K 0.04% 147
2026
Q1 		$312K Hold
14,314
– – 0.06% 149
2025
Q4 		$312K Buy
+14,314
New +$315K 0.06% 149

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KKM Financial's LGOV Position: Q2 2026 in Review

KKM Financial increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 5.2% in Q2 2026, buying an estimated $16.1K and bringing the position to 15,061 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #147.

KKM Financial first reported a position in LGOV in Q4 2025 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • KKM Financial held 15,061 shares of First Trust Long Duration Opportunities ETF worth $322K as of Q2 2026.
  • KKM Financial bought 747 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $16.1K.
  • First Trust Long Duration Opportunities ETF made up 0.04% of KKM Financial's portfolio in Q2 2026, its #147 holding.
  • KKM Financial first reported a position in First Trust Long Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.