Legacy Wealth Management (Idaho)’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Legacy Wealth Management (Idaho)’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 Q2	–	Sell	-566	Closed	-$12.2K	–	611
2026 Q1	$12.2K	Hold	566	–	–	0.01%	450
2025 Q4	$12.4K	Hold	566	–	–	0.01%	394
2025 Q3	$12.3K	Hold	566	–	–	0.01%	320
2025 Q2	$12.1K	Hold	566	–	–	0.01%	292
2025 Q1	$12.2K	Buy	+566	New	+$12K	0.01%	301

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s LGOV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026, closing a stake of 566 shares — an estimated $12.2K sold.

Legacy Wealth Management (Idaho) first reported a position in LGOV in Q1 2025 and held it in 5 quarters. The position peaked at $12.4K in Q4 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 566 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $12.2K.
Legacy Wealth Management (Idaho) first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and held it in 5 quarters.
Legacy Wealth Management (Idaho)'s First Trust Long Duration Opportunities ETF position peaked at $12.4K in Q4 2025.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.