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Mowery & Schoenfeld Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$5.56K Buy
+260
New +$5.59K 0.01% 285
2024
Q3 		– Sell
-2,603
Closed -$54.7K – 253
2024
Q2 		$54.7K Buy
+2,603
New +$54.2K 0.08% 93

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 22.9% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LGOV Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026: 260 shares worth $5.56K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in LGOV as recently as Q2 2024.

Mowery & Schoenfeld Wealth Management first reported a position in LGOV in Q2 2024 and has held it in 2 quarters since. The position peaked at $54.7K in Q2 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 260 shares of First Trust Long Duration Opportunities ETF worth $5.56K as of Q2 2026.
  • First Trust Long Duration Opportunities ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and has held it in 2 quarters since.
  • Mowery & Schoenfeld Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $54.7K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.