LMKC
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L.M. Kohn & Company’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

L.M. Kohn & Company’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
2022
Q2 		– Sell
-21,550
Closed -$557K – 242
2022
Q1 		$557K Buy
+21,550
New +$575K 0.21% 117

Other funds holding LGOV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

L.M. Kohn & Company's LGOV Position: Q2 2022 in Review

L.M. Kohn & Company sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2022, closing a stake of 21,550 shares — an estimated $557K sold.

L.M. Kohn & Company first reported a position in LGOV in Q1 2022 and held it in 1 quarter. The position peaked at $557K in Q1 2022. 19 funds tracked by Wall St. Rank hold LGOV as of Q2 2022.

  • L.M. Kohn & Company reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 21,550 First Trust Long Duration Opportunities ETF shares in Q2 2022, an estimated $557K.
  • L.M. Kohn & Company first reported a position in First Trust Long Duration Opportunities ETF in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's First Trust Long Duration Opportunities ETF position peaked at $557K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.