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

MBE Wealth Management’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	$217K	Hold	10,149	–	–	0.08%	148
2026 Q1	$219K	Hold	10,149	–	–	0.09%	132
2025 Q4	$222K	Hold	10,149	–	–	0.09%	125
2025 Q3	$221K	Hold	10,149	–	–	0.1%	127
2025 Q2	$217K	Hold	10,149	–	–	0.09%	128
2025 Q1	$218K	Hold	10,149	–	–	0.1%	112
2024 Q4	$212K	Hold	10,149	–	–	0.12%	93
2024 Q3	$227K	Hold	10,149	–	–	0.13%	91
2024 Q2	$213K	Hold	10,149	–	–	0.13%	84
2024 Q1	$217K	Hold	10,149	–	–	0.13%	78
2023 Q4	$225K	Buy	+10,149	New	+$209K	0.12%	77

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MBE Wealth Management's LGOV Position: Q2 2026 in Review

MBE Wealth Management held its First Trust Long Duration Opportunities ETF (LGOV) position steady in Q2 2026 at 10,149 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #148.

MBE Wealth Management first reported a position in LGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $227K in Q3 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

MBE Wealth Management held 10,149 shares of First Trust Long Duration Opportunities ETF worth $217K as of Q2 2026.
MBE Wealth Management left its First Trust Long Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Long Duration Opportunities ETF made up 0.08% of MBE Wealth Management's portfolio in Q2 2026, its #148 holding.
MBE Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
MBE Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $227K in Q3 2024.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.