Novem Group
LGOV icon

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

Novem 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
Q3 		$355K Buy
18,113
+4,154
+30% +$86.5K 0.04% 328
2026
Q2 		$299K Buy
13,959
+1,371
+11% +$29.5K 0.03% 358
2026
Q1 		$272K Buy
+12,588
New +$276K 0.03% 369

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Tidemark
Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Novem Group's LGOV Position: Q3 2026 in Review

Novem Group increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 30% in Q3 2026, buying an estimated $86.5K and bringing the position to 18,113 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #328.

Novem Group first reported a position in LGOV in Q1 2026 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold LGOV as of Q3 2026.

  • Novem Group held 18,113 shares of First Trust Long Duration Opportunities ETF worth $355K as of Q3 2026.
  • Novem Group bought 4,154 First Trust Long Duration Opportunities ETF shares in Q3 2026, an estimated $86.5K.
  • First Trust Long Duration Opportunities ETF made up 0.04% of Novem Group's portfolio in Q3 2026, its #328 holding.
  • Novem Group first reported a position in First Trust Long Duration Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.