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Newbridge Financial Services Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Newbridge Financial Services Group’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 		$57.8K Buy
2,701
+577
+27% +$12.4K 0.01% 451
2026
Q1 		$45.8K Sell
2,124
-2,865
-57% -$62.7K 0.01% 439
2025
Q4 		$109K Buy
+4,989
New +$110K 0.02% 305

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

Newbridge Financial Services Group's LGOV Position: Q2 2026 in Review

Newbridge Financial Services Group increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 27% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,701 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #451.

Newbridge Financial Services Group first reported a position in LGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $109K in Q4 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Newbridge Financial Services Group held 2,701 shares of First Trust Long Duration Opportunities ETF worth $57.8K as of Q2 2026.
  • Newbridge Financial Services Group bought 577 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $12.4K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #451 holding.
  • Newbridge Financial Services Group first reported a position in First Trust Long Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's First Trust Long Duration Opportunities ETF position peaked at $109K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.