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

Medallion Wealth Advisors’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 		$286K Sell
13,243
-1,935
-13% -$42.4K 0.09% 195
2025
Q4 		$331K Buy
15,178
+2,283
+18% +$50.2K 0.11% 173
2025
Q3 		$280K Buy
12,895
+752
+6% +$16.1K 0.1% 191
2025
Q2 		$260K Buy
12,143
+1,455
+14% +$30.9K 0.1% 192
2025
Q1 		$231K Buy
+10,688
New +$226K 0.1% 183

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Medallion Wealth Advisors's LGOV Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 13% in Q1 2026, selling an estimated $42.4K and leaving 13,243 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #195.

Medallion Wealth Advisors first reported a position in LGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $331K in Q4 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Medallion Wealth Advisors held 13,243 shares of First Trust Long Duration Opportunities ETF worth $286K as of Q1 2026.
  • Medallion Wealth Advisors sold 1,935 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $42.4K.
  • First Trust Long Duration Opportunities ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #195 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's First Trust Long Duration Opportunities ETF position peaked at $331K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.