Maia Wealth’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Maia Wealth’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	$706K	Sell	32,718 -3,085	-9%	-$67.5K	0.12%	179
2025 Q4	$794K	Sell	35,803 -7,284	-17%	-$160K	0.14%	169
2025 Q3	$947K	Sell	43,087 -902	-2%	-$19.4K	0.16%	148
2025 Q2	$942K	Sell	43,989 -1,133	-3%	-$24K	0.18%	137
2025 Q1	$954K	Sell	45,122 -4,686	-9%	-$99K	0.22%	113
2024 Q4	$1.04M	Buy	49,808 +5,720	+13%	+$122K	0.22%	100
2024 Q3	$946K	Buy	44,088 +2,872	+7%	+$63.1K	0.23%	91
2024 Q2	$880K	Buy	+41,216	New	+$858K	0.27%	81
2023 Q4	$384K	Buy	+17,365	New	+$358K	0.16%	130

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CAG

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

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maia Wealth's LGOV Position: Q1 2026 in Review

Maia Wealth reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 8.6% in Q1 2026, selling an estimated $67.5K and leaving 32,718 shares worth $706K. The position accounts for 0.12% of the portfolio, ranked #179.

Maia Wealth first reported a position in LGOV in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Maia Wealth held 32,718 shares of First Trust Long Duration Opportunities ETF worth $706K as of Q1 2026.
Maia Wealth sold 3,085 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $67.5K.
First Trust Long Duration Opportunities ETF made up 0.12% of Maia Wealth's portfolio in Q1 2026, its #179 holding.
Maia Wealth first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's First Trust Long Duration Opportunities ETF position peaked at $1.04M in Q4 2024.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.