Morgan Stanley
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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
Q2 		$39M Buy
1,824,095
+131,832
+8% +$2.83M ﹤0.01% 2471
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
+846,274
+84,627,400% +$18.2M ﹤0.01% 2805
2023
Q4 		$34 Buy
+1
New +$21 ﹤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 $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
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley's LGOV Position: Q2 2026 in Review

Morgan Stanley increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 7.8% in Q2 2026, buying an estimated $2.83M and bringing the position to 1,824,095 shares worth $39M. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Morgan Stanley first reported a position in LGOV in Q2 2021 and has held it in 15 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Morgan Stanley held 1,824,095 shares of First Trust Long Duration Opportunities ETF worth $39M as of Q2 2026.
  • Morgan Stanley bought 131,832 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $2.83M.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2471 holding.
  • Morgan Stanley first reported a position in First Trust Long Duration Opportunities ETF in Q2 2021 and has held it in 15 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.