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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
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

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LGOV Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2024, closing a stake of 2,603 shares — an estimated $54.7K sold.

Mowery & Schoenfeld Wealth Management first reported a position in LGOV in Q2 2024 and held it in 1 quarter. The position peaked at $54.7K in Q2 2024. 118 funds tracked by Wall St. Rank hold LGOV as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2,603 First Trust Long Duration Opportunities ETF shares in Q3 2024, an estimated $54.7K.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $54.7K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.