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LaSalle St. Investment Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

LaSalle St. Investment 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
2026
Q1 		$546K Sell
25,335
-171
-0.7% -$3.74K 0.08% 191
2025
Q4 		$556K Sell
25,506
-238
-0.9% -$5.23K 0.09% 166
2025
Q3 		$559K Sell
25,744
-198
-0.8% -$4.25K 0.1% 156
2025
Q2 		$555K Buy
25,942
+2,679
+12% +$56.8K 0.15% 139
2025
Q1 		$500K Sell
23,263
-337
-1% -$7.12K 0.12% 150
2024
Q4 		$491K Buy
+23,600
New +$505K 0.15% 135

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 $8.93B AUM 25.13% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LaSalle St. Investment Advisors's LGOV Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 0.67% in Q1 2026, selling an estimated $3.74K and leaving 25,335 shares worth $546K. The position accounts for 0.08% of the portfolio, ranked #191.

LaSalle St. Investment Advisors first reported a position in LGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $559K in Q3 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • LaSalle St. Investment Advisors held 25,335 shares of First Trust Long Duration Opportunities ETF worth $546K as of Q1 2026.
  • LaSalle St. Investment Advisors sold 171 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $3.74K.
  • First Trust Long Duration Opportunities ETF made up 0.08% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #191 holding.
  • LaSalle St. Investment Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
  • LaSalle St. Investment Advisors's First Trust Long Duration Opportunities ETF position peaked at $559K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.