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Money Concepts Capital’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-743
Closed -$16.3K – 1854
2022
Q4 		$16.3K Buy
+743
New +$16.4K ﹤0.01% 1781
2022
Q2 		– Sell
-663
Closed -$17K – 2119
2022
Q1 		$17K Buy
+663
New +$17.7K ﹤0.01% 1690

Other funds holding LGOV

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Money Concepts Capital's LGOV Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2023, closing a stake of 743 shares — an estimated $16.3K sold.

Money Concepts Capital first reported a position in LGOV in Q1 2022 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 29 funds tracked by Wall St. Rank hold LGOV as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 743 First Trust Long Duration Opportunities ETF shares in Q1 2023, an estimated $16.3K.
  • Money Concepts Capital first reported a position in First Trust Long Duration Opportunities ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Long Duration Opportunities ETF position peaked at $17K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.