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

NewEdge Wealth’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	-31,482	Closed	-$677K	–	1002
2025 Q1	$677K	Sell	31,482 -3,143	-9%	-$66.4K	0.01%	552
2024 Q4	$722K	Sell	34,625 -1,921	-5%	-$41.1K	0.01%	551
2024 Q3	$819K	Sell	36,546 -5,291	-13%	-$116K	0.01%	512
2024 Q2	$880K	Sell	41,837 -499	-1%	-$10.4K	0.02%	437
2024 Q1	$865K	Buy	42,336 +24,340	+135%	+$523K	0.02%	451
2023 Q4	$398K	Sell	17,996 -590	-3%	-$12.2K	0.01%	556
2023 Q3	$377K	Buy	18,586 +34	+0.2%	+$728	0.01%	501
2023 Q2	$413K	Buy	+18,552	New	+$419K	0.01%	481

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 $38.8B AUM 21.88% 1-Year Est. Return

NewEdge Wealth's LGOV Position: Q2 2025 in Review

NewEdge Wealth sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2025, closing a stake of 31,482 shares — an estimated $677K sold.

NewEdge Wealth first reported a position in LGOV in Q2 2023 and held it in 8 quarters. The position peaked at $880K in Q2 2024. 135 funds tracked by Wall St. Rank hold LGOV as of Q2 2025.

NewEdge Wealth reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
NewEdge Wealth sold 31,482 First Trust Long Duration Opportunities ETF shares in Q2 2025, an estimated $677K.
NewEdge Wealth first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and held it in 8 quarters.
NewEdge Wealth's First Trust Long Duration Opportunities ETF position peaked at $880K in Q2 2024.
135 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.