N.E.W. Advisory Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

N.E.W. Advisory Services’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
2025 Q2	–	Sell	-420	Closed	-$9.03K	–	886
2025 Q1	$9.03K	Buy	+420	New	+$8.87K	﹤0.01%	633
2024 Q2	–	Sell	-15,017	Closed	-$321K	–	186
2024 Q1	$321K	Buy	15,017 +3,394	+29%	+$72.9K	0.04%	132
2023 Q4	$257K	Buy	+11,623	New	+$240K	0.03%	142

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

N.E.W. Advisory Services's LGOV Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2025, closing a stake of 420 shares — an estimated $9.03K sold.

N.E.W. Advisory Services first reported a position in LGOV in Q4 2023 and held it in 3 quarters. The position peaked at $321K in Q1 2024. 135 funds tracked by Wall St. Rank hold LGOV as of Q2 2025.

N.E.W. Advisory Services reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 420 First Trust Long Duration Opportunities ETF shares in Q2 2025, an estimated $9.03K.
N.E.W. Advisory Services first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and held it in 3 quarters.
N.E.W. Advisory Services's First Trust Long Duration Opportunities ETF position peaked at $321K in Q1 2024.
135 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.