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

Next Financial 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
2020
Q2 		– Sell
-3,898
Closed -$113K – 1316
2020
Q1 		$113K Buy
+3,898
New +$110K 0.01% 724

Other funds holding LGOV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Next Financial Group's LGOV Position: Q2 2020 in Review

Next Financial Group sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2020, closing a stake of 3,898 shares — an estimated $113K sold.

Next Financial Group first reported a position in LGOV in Q1 2020 and held it in 1 quarter. The position peaked at $113K in Q1 2020. 11 funds tracked by Wall St. Rank hold LGOV as of Q2 2020.

  • Next Financial Group reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 3,898 First Trust Long Duration Opportunities ETF shares in Q2 2020, an estimated $113K.
  • Next Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q1 2020 and held it in 1 quarter.
  • Next Financial Group's First Trust Long Duration Opportunities ETF position peaked at $113K in Q1 2020.
  • 11 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.