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Larson Financial Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Larson Financial 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
2026
Q1 		$47.5K Hold
2,200
– – ﹤0.01% 1385
2025
Q4 		$48K Sell
2,200
-469
-18% -$10.3K ﹤0.01% 1249
2025
Q3 		$58.1K Buy
2,669
+469
+21% +$10.1K ﹤0.01% 1098
2025
Q2 		$47.1K Hold
2,200
– – ﹤0.01% 1096
2025
Q1 		$47.3K Hold
2,200
– – ﹤0.01% 1046
2024
Q4 		$45.8K Hold
2,200
– – ﹤0.01% 928
2024
Q3 		$49.3K Hold
2,200
– – ﹤0.01% 915
2024
Q2 		$46.3K Hold
2,200
– – ﹤0.01% 832
2024
Q1 		$47K Hold
2,200
– – ﹤0.01% 704
2023
Q4 		$48.7K Hold
2,200
– – ﹤0.01% 652
2023
Q3 		$44.6K Hold
2,200
– – ﹤0.01% 641
2023
Q2 		$49K Buy
+2,200
New +$49.7K ﹤0.01% 567

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 $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Larson Financial Group's LGOV Position: Q1 2026 in Review

Larson Financial Group held its First Trust Long Duration Opportunities ETF (LGOV) position steady in Q1 2026 at 2,200 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Larson Financial Group first reported a position in LGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $58.1K in Q3 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Larson Financial Group held 2,200 shares of First Trust Long Duration Opportunities ETF worth $47.5K as of Q1 2026.
  • Larson Financial Group left its First Trust Long Duration Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1385 holding.
  • Larson Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
  • Larson Financial Group's First Trust Long Duration Opportunities ETF position peaked at $58.1K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.