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
Q2 		$88.8M Sell
4,147,654
-118,015
-3% -$2.54M 0.02% 734
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

Other funds holding LGOV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

LPL Financial's LGOV Position: Q2 2026 in Review

LPL Financial reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 2.8% in Q2 2026, selling an estimated $2.54M and leaving 4,147,654 shares worth $88.8M. The position accounts for 0.02% of the portfolio, ranked #734.

LPL Financial first reported a position in LGOV in Q2 2021 and has held it in 21 quarters since. The position peaked at $92M in Q1 2026. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • LPL Financial held 4,147,654 shares of First Trust Long Duration Opportunities ETF worth $88.8M as of Q2 2026.
  • LPL Financial sold 118,015 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $2.54M.
  • First Trust Long Duration Opportunities ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #734 holding.
  • LPL Financial first reported a position in First Trust Long Duration Opportunities ETF in Q2 2021 and has held it in 21 quarters since.
  • LPL Financial's First Trust Long Duration Opportunities ETF position peaked at $92M in Q1 2026.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.