MWA
LGOV icon

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
Q2 		$272K Sell
12,700
-543
-4% -$11.7K 0.09% 202
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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Medallion Wealth Advisors's LGOV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 4.1% in Q2 2026, selling an estimated $11.7K and leaving 12,700 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #202.

Medallion Wealth Advisors first reported a position in LGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $331K in Q4 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Medallion Wealth Advisors held 12,700 shares of First Trust Long Duration Opportunities ETF worth $272K as of Q2 2026.
  • Medallion Wealth Advisors sold 543 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $11.7K.
  • First Trust Long Duration Opportunities ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's First Trust Long Duration Opportunities ETF position peaked at $331K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.