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Midwest Financial Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Midwest Financial Group’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 		$2.89M Buy
134,827
+8,949
+7% +$192K 1.01% 27
2026
Q1 		$2.72M Buy
125,878
+4,364
+4% +$95.6K 1.16% 25
2025
Q4 		$2.65M Buy
121,514
+30,511
+34% +$671K 1.17% 22
2025
Q3 		$1.98M Buy
91,003
+558
+0.6% +$12K 0.94% 31
2025
Q2 		$1.94M Sell
90,445
-11,957
-12% -$254K 1.02% 29
2025
Q1 		$2.2M Sell
102,402
-5,821
-5% -$123K 1.28% 24
2024
Q4 		$2.26M Buy
108,223
+956
+0.9% +$20.5K 1.3% 19
2024
Q3 		$2.4M Buy
107,267
+2,277
+2% +$50.1K 1.41% 19
2024
Q2 		$2.21M Buy
104,990
+3,567
+4% +$74.3K 1.4% 21
2024
Q1 		$2.17M Sell
101,423
-3,161
-3% -$67.9K 1.46% 18
2023
Q4 		$2.31M Buy
104,584
+1,654
+2% +$34.1K 1.73% 15
2023
Q3 		$2.09M Buy
102,930
+4,068
+4% +$87.2K 1.77% 14
2023
Q2 		$2.2M Buy
+98,862
New +$2.23M 1.86% 14

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

Midwest Financial Group's LGOV Position: Q2 2026 in Review

Midwest Financial Group increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 7.1% in Q2 2026, buying an estimated $192K and bringing the position to 134,827 shares worth $2.89M. The position accounts for 1.01% of the portfolio, ranked #27.

Midwest Financial Group first reported a position in LGOV in Q2 2023 and has held it in 13 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Midwest Financial Group held 134,827 shares of First Trust Long Duration Opportunities ETF worth $2.89M as of Q2 2026.
  • Midwest Financial Group bought 8,949 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $192K.
  • First Trust Long Duration Opportunities ETF made up 1.01% of Midwest Financial Group's portfolio in Q2 2026, its #27 holding.
  • Midwest Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.