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Marshall Financial Group (Maryland)’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Marshall Financial Group (Maryland)’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 		$4.11M Sell
191,848
-504,429
-72% -$10.8M 0.6% 30
2026
Q1 		$15M Sell
696,277
-19,999
-3% -$438K 2.4% 10
2025
Q4 		$15.6M Buy
716,276
+28,492
+4% +$626K 3.03% 7
2025
Q3 		$15M Buy
687,784
+6,890
+1% +$148K 2.91% 7
2025
Q2 		$14.4M Sell
680,894
-9,523
-1% -$202K 2.82% 8
2025
Q1 		$14.8M Buy
690,417
+13,850
+2% +$293K 3.24% 6
2024
Q4 		$14.1M Buy
676,567
+43,218
+7% +$925K 3.42% 7
2024
Q3 		$14.2M Sell
633,349
-8,928
-1% -$196K 3.39% 5
2024
Q2 		$13.5M Buy
642,277
+49,579
+8% +$1.03M 3.78% 6
2024
Q1 		$12.7M Buy
592,698
+83,300
+16% +$1.79M 3.64% 5
2023
Q4 		$11.3M Buy
509,398
+24,213
+5% +$500K 3.63% 4
2023
Q3 		$9.84M Sell
485,185
-1,238
-0.3% -$26.5K 3.55% 4
2023
Q2 		$10.8M Buy
486,423
+42,861
+10% +$968K 3.69% 4
2023
Q1 		$10.1M Buy
443,562
+110,338
+33% +$2.48M 3.63% 3
2022
Q4 		$7.29M Buy
+333,224
New +$7.36M 2.83% 3

Other funds holding LGOV

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Marshall Financial Group (Maryland)'s LGOV Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 72% in Q2 2026, selling an estimated $10.8M and leaving 191,848 shares worth $4.11M. The position accounts for 0.6% of the portfolio, ranked #30.

Marshall Financial Group (Maryland) first reported a position in LGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.6M in Q4 2025. 35 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Marshall Financial Group (Maryland) held 191,848 shares of First Trust Long Duration Opportunities ETF worth $4.11M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 504,429 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $10.8M.
  • First Trust Long Duration Opportunities ETF made up 0.6% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #30 holding.
  • Marshall Financial Group (Maryland) first reported a position in First Trust Long Duration Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • Marshall Financial Group (Maryland)'s First Trust Long Duration Opportunities ETF position peaked at $15.6M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.