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MPWM Advisory Solutions’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

MPWM Advisory Solutions’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 		$13.8K Hold
643
– – 0.01% 324
2026
Q1 		$13.9K Buy
643
+143
+29% +$3.13K 0.01% 306
2025
Q4 		$10.9K Hold
500
– – 0.01% 314
2025
Q3 		$10.9K Hold
500
– – 0.01% 287
2025
Q2 		$10.7K Buy
+500
New +$10.6K 0.01% 296

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 22.96% 1-Year Est. Return

MPWM Advisory Solutions's LGOV Position: Q2 2026 in Review

MPWM Advisory Solutions held its First Trust Long Duration Opportunities ETF (LGOV) position steady in Q2 2026 at 643 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #324.

MPWM Advisory Solutions first reported a position in LGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.9K in Q1 2026. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • MPWM Advisory Solutions held 643 shares of First Trust Long Duration Opportunities ETF worth $13.8K as of Q2 2026.
  • MPWM Advisory Solutions left its First Trust Long Duration Opportunities ETF share count unchanged in Q2 2026.
  • First Trust Long Duration Opportunities ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #324 holding.
  • MPWM Advisory Solutions first reported a position in First Trust Long Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • MPWM Advisory Solutions's First Trust Long Duration Opportunities ETF position peaked at $13.9K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.