Lloyd Advisory Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Lloyd Advisory Services’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	$4.96K	Buy	+232	New	+$4.99K	﹤0.01%	427
2026 Q1	–	Sell	-4	Closed	-$98	–	964
2025 Q4	$98	Buy	+4	New	+$88	﹤0.01%	542
2022 Q2	–	Sell	-78	Closed	-$2K	–	339
2022 Q1	$2K	Hold	78	–	–	﹤0.01%	525
2021 Q4	$2K	Hold	78	–	–	﹤0.01%	378
2021 Q3	$2K	Hold	78	–	–	﹤0.01%	346
2021 Q2	$2K	Hold	78	–	–	﹤0.01%	353
2021 Q1	$2K	Hold	78	–	–	﹤0.01%	335
2020 Q4	$2K	Hold	78	–	–	﹤0.01%	312
2020 Q3	$2K	Buy	+78	New	+$2.33K	﹤0.01%	284

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

Lloyd Advisory Services's LGOV Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026: 232 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in LGOV as recently as Q4 2025.

Lloyd Advisory Services first reported a position in LGOV in Q3 2020 and has held it in 9 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Lloyd Advisory Services held 232 shares of First Trust Long Duration Opportunities ETF worth $4.96K as of Q2 2026.
First Trust Long Duration Opportunities ETF was a new Lloyd Advisory Services position in Q2 2026.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #427 holding.
Lloyd Advisory Services first reported a position in First Trust Long Duration Opportunities ETF in Q3 2020 and has held it in 9 quarters since.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.