LPL Financial
LGOV icon

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

LPL Financial’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 		$92M Buy
4,265,669
+376,658
+10% +$8.25M 0.02% 625
2025
Q4 		$84.9M Buy
3,889,011
+401,560
+12% +$8.83M 0.02% 626
2025
Q3 		$75.9M Buy
3,487,451
+776,336
+29% +$16.7M 0.02% 647
2025
Q2 		$58.1M Sell
2,711,115
-483,321
-15% -$10.3M 0.02% 694
2025
Q1 		$68.7M Buy
3,194,436
+268,657
+9% +$5.67M 0.03% 558
2024
Q4 		$61M Buy
2,925,779
+83,278
+3% +$1.78M 0.02% 566
2024
Q3 		$63.7M Buy
2,842,501
+935,036
+49% +$20.6M 0.03% 528
2024
Q2 		$40.1M Buy
1,907,465
+511,163
+37% +$10.6M 0.02% 648
2024
Q1 		$29.9M Buy
1,396,302
+846,336
+154% +$18.2M 0.02% 761
2023
Q4 		$12.2M Buy
549,966
+13,922
+3% +$287K 0.01% 1133
2023
Q3 		$10.9M Buy
536,044
+188,162
+54% +$4.03M 0.01% 1116
2023
Q2 		$7.74M Buy
347,882
+164,842
+90% +$3.72M 0.01% 1292
2023
Q1 		$4.18M Buy
183,040
+124,053
+210% +$2.79M ﹤0.01% 1624
2022
Q4 		$1.29M Buy
58,987
+19,035
+48% +$421K ﹤0.01% 2443
2022
Q3 		$886K Buy
39,952
+11,942
+43% +$282K ﹤0.01% 2646
2022
Q2 		$667K Sell
28,010
-8,385
-23% -$203K ﹤0.01% 2934
2022
Q1 		$940K Sell
36,395
-4,924
-12% -$131K ﹤0.01% 2666
2021
Q4 		$1.15M Buy
41,319
+18,486
+81% +$513K ﹤0.01% 2546
2021
Q3 		$630K Buy
22,833
+6,422
+39% +$180K ﹤0.01% 3010
2021
Q2 		$457K Buy
+16,411
New +$449K ﹤0.01% 3247

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CAG
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GWM
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SIM
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SI
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WCFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return