M1FG
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Mach-1 Financial Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Mach-1 Financial Group’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
2023
Q3 		– Sell
-200,234
Closed -$4.46M – 237
2023
Q2 		$4.46M Buy
+200,234
New +$4.52M 1.26% 13

Other funds holding LGOV

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Mach-1 Financial Group's LGOV Position: Q3 2023 in Review

Mach-1 Financial Group sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2023, closing a stake of 200,234 shares — an estimated $4.46M sold.

Mach-1 Financial Group first reported a position in LGOV in Q2 2023 and held it in 1 quarter. The position peaked at $4.46M in Q2 2023. 65 funds tracked by Wall St. Rank hold LGOV as of Q3 2023.

  • Mach-1 Financial Group reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 200,234 First Trust Long Duration Opportunities ETF shares in Q3 2023, an estimated $4.46M.
  • Mach-1 Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and held it in 1 quarter.
  • Mach-1 Financial Group's First Trust Long Duration Opportunities ETF position peaked at $4.46M in Q2 2023.
  • 65 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2023.

Based on Mach-1 Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.