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

NewEdge 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	$4.41M	Sell	206,018 -26,966	-12%	-$579K	0.01%	828
2026 Q1	$5.03M	Buy	232,984 +14,173	+6%	+$310K	0.02%	690
2025 Q4	$4.78M	Sell	218,811 -5,964	-3%	-$131K	0.02%	674
2025 Q3	$4.89M	Sell	224,775 -12,271	-5%	-$263K	0.02%	634
2025 Q2	$5.08M	Buy	237,046 +1,217	+0.5%	+$25.8K	0.03%	566
2025 Q1	$5.07M	Sell	235,829 -5,105	-2%	-$108K	0.03%	503
2024 Q4	$5.02M	Buy	240,934 +2,954	+1%	+$63.2K	0.03%	496
2024 Q3	$5.33M	Sell	237,980 -27,061	-10%	-$595K	0.03%	447
2024 Q2	$5.57M	Buy	265,041 +54,092	+26%	+$1.13M	0.04%	417
2024 Q1	$4.51M	Buy	210,949 +15,384	+8%	+$331K	0.04%	418
2023 Q4	$4.18M	Buy	+195,565	New	+$4.04M	0.04%	407

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NewEdge Advisors's LGOV Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 12% in Q2 2026, selling an estimated $579K and leaving 206,018 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #828.

NewEdge Advisors first reported a position in LGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.57M in Q2 2024. 124 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

NewEdge Advisors held 206,018 shares of First Trust Long Duration Opportunities ETF worth $4.41M as of Q2 2026.
NewEdge Advisors sold 26,966 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $579K.
First Trust Long Duration Opportunities ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #828 holding.
NewEdge Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Advisors's First Trust Long Duration Opportunities ETF position peaked at $5.57M in Q2 2024.
124 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.