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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Financial Group's LGOV Position: Q1 2026 in Review

Midwest Financial Group increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 3.6% in Q1 2026, buying an estimated $95.6K and bringing the position to 125,878 shares worth $2.72M. The position accounts for 1.16% of the portfolio, ranked #25.

Midwest Financial Group first reported a position in LGOV in Q2 2023 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Midwest Financial Group held 125,878 shares of First Trust Long Duration Opportunities ETF worth $2.72M as of Q1 2026.
Midwest Financial Group bought 4,364 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $95.6K.
First Trust Long Duration Opportunities ETF made up 1.16% of Midwest Financial Group's portfolio in Q1 2026, its #25 holding.
Midwest Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.