Morgan Stanley
LGOV icon

Morgan Stanley’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Morgan Stanley’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 		$36.5M Buy
1,692,263
+468,102
+38% +$10.2M ﹤0.01% 2414
2025
Q4 		$26.7M Buy
1,224,161
+56,370
+5% +$1.24M ﹤0.01% 2662
2025
Q3 		$25.4M Buy
1,167,791
+44,110
+4% +$947K ﹤0.01% 2658
2025
Q2 		$24.1M Sell
1,123,681
-323,881
-22% -$6.87M ﹤0.01% 2616
2025
Q1 		$31.1M Buy
1,447,562
+145,146
+11% +$3.07M ﹤0.01% 2251
2024
Q4 		$27.1M Buy
1,302,416
+168,736
+15% +$3.61M ﹤0.01% 2457
2024
Q3 		$25.4M Buy
1,133,680
+129,519
+13% +$2.85M ﹤0.01% 2548
2024
Q2 		$21.1M Buy
1,004,161
+157,886
+19% +$3.29M ﹤0.01% 2604
2024
Q1 		$18.1M Buy
846,275
+846,273
+42,313,650% +$18.2M ﹤0.01% 2805
2023
Q4 		$68 Buy
+2
New +$41 ﹤0.01% 7580
2022
Q3 		– Sell
-62
Closed -$1K – 7801
2022
Q2 		$1K Hold
62
– – ﹤0.01% 7689
2022
Q1 		$2K Buy
+62
New +$1.66K ﹤0.01% 7747
2021
Q4 		– Sell
-432
Closed -$12K – 8044
2021
Q3 		$12K Hold
432
– – ﹤0.01% 7273
2021
Q2 		$12K Buy
+432
New +$11.8K ﹤0.01% 7182

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return