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Mutual Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Mutual Advisors’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 		$2.4M Buy
+112,137
New +$2.41M 0.05% 372
2024
Q2 		– Sell
-35,611
Closed -$761K – 1126
2024
Q1 		$761K Buy
+35,611
New +$765K 0.02% 570

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

Mutual Advisors's LGOV Position: Q2 2026 in Review

Mutual Advisors opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026: 112,137 shares worth $2.4M. The stake represents 0.05% of the portfolio and ranks #372 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in LGOV as recently as Q1 2024.

Mutual Advisors first reported a position in LGOV in Q1 2024 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Mutual Advisors held 112,137 shares of First Trust Long Duration Opportunities ETF worth $2.4M as of Q2 2026.
  • First Trust Long Duration Opportunities ETF was a new Mutual Advisors position in Q2 2026.
  • First Trust Long Duration Opportunities ETF made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #372 holding.
  • Mutual Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.