KIG
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Kowal Investment Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-11
Closed – – 562
2021
Q3 		$0 Buy
+11
New +$309 ﹤0.01% 971

Other funds holding LGOV

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kowal Investment Group's LGOV Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2021, closing a stake of 11 shares.

Kowal Investment Group first reported a position in LGOV in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 19 funds tracked by Wall St. Rank hold LGOV as of Q4 2021.

  • Kowal Investment Group reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 11 First Trust Long Duration Opportunities ETF shares in Q4 2021.
  • Kowal Investment Group first reported a position in First Trust Long Duration Opportunities ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Trust Long Duration Opportunities ETF position peaked at $0 in Q3 2021.
  • 19 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.