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

OneAscent Financial Services’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
2024
Q3 		– Sell
-11,020
Closed -$232K – 266
2024
Q2 		$232K Buy
+11,020
New +$230K 0.03% 217

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Envestnet Asset Management
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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Osaic Holdings
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OneAscent Financial Services's LGOV Position: Q3 2024 in Review

OneAscent Financial Services sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2024, closing a stake of 11,020 shares — an estimated $232K sold.

OneAscent Financial Services first reported a position in LGOV in Q2 2024 and held it in 1 quarter. The position peaked at $232K in Q2 2024. 118 funds tracked by Wall St. Rank hold LGOV as of Q3 2024.

  • OneAscent Financial Services reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • OneAscent Financial Services sold 11,020 First Trust Long Duration Opportunities ETF shares in Q3 2024, an estimated $232K.
  • OneAscent Financial Services first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and held it in 1 quarter.
  • OneAscent Financial Services's First Trust Long Duration Opportunities ETF position peaked at $232K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2024.

Based on OneAscent Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.