Kovack Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Kovack Advisors’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
2024 Q4	–	Sell	-9,354	Closed	-$210K	–	628
2024 Q3	$210K	Buy	+9,354	New	+$206K	0.02%	534
2024 Q1	–	Sell	-15,453	Closed	-$342K	–	561
2023 Q4	$342K	Sell	15,453 -49,604	-76%	-$1.02M	0.04%	389
2023 Q3	$1.32M	Sell	65,057 -26	-0%	-$557	0.18%	118
2023 Q2	$1.45M	Buy	65,083 +5,221	+9%	+$118K	0.19%	108
2023 Q1	$1.37M	Buy	59,862 +7,311	+14%	+$165K	0.19%	126
2022 Q4	$1.15M	Buy	+52,551	New	+$1.16M	0.17%	132

Other funds holding LGOV

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Kovack Advisors's LGOV Position: Q4 2024 in Review

Kovack Advisors sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 9,354 shares — an estimated $210K sold.

Kovack Advisors first reported a position in LGOV in Q4 2022 and held it in 6 quarters. The position peaked at $1.45M in Q2 2023. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

Kovack Advisors reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Kovack Advisors sold 9,354 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $210K.
Kovack Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2022 and held it in 6 quarters.
Kovack Advisors's First Trust Long Duration Opportunities ETF position peaked at $1.45M in Q2 2023.
128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Kovack Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.