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 Q1	–	Sell	-4	Closed	-$98	–	967
2025 Q4	$98	Buy	+4	New	+$88	﹤0.01%	542
2022 Q2	–	Sell	-78	Closed	-$2K	–	354
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 $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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