Oppenheimer & Co’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Oppenheimer & Co’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 Q3	–	Sell	-35,519	Closed	-$761K	–	1702
2025 Q2	$761K	Sell	35,519 -635	-2%	-$13.5K	0.01%	980
2025 Q1	$777K	Sell	36,154 -5,165	-13%	-$109K	0.01%	911
2024 Q4	$861K	Sell	41,319 -73	-0.2%	-$1.56K	0.01%	852
2024 Q3	$927K	Buy	41,392 +6,738	+19%	+$148K	0.01%	809
2024 Q2	$729K	Buy	34,654 +16,763	+94%	+$349K	0.01%	875
2024 Q1	$383K	Buy	17,891 +4,242	+31%	+$91.1K	0.01%	1088
2023 Q4	$302K	Buy	+13,649	New	+$282K	0.01%	1139

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Oppenheimer & Co's LGOV Position: Q3 2025 in Review

Oppenheimer & Co sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2025, closing a stake of 35,519 shares — an estimated $761K sold.

Oppenheimer & Co first reported a position in LGOV in Q4 2023 and held it in 7 quarters. The position peaked at $927K in Q3 2024. 125 funds tracked by Wall St. Rank hold LGOV as of Q3 2025.

Oppenheimer & Co reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Oppenheimer & Co sold 35,519 First Trust Long Duration Opportunities ETF shares in Q3 2025, an estimated $761K.
Oppenheimer & Co first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and held it in 7 quarters.
Oppenheimer & Co's First Trust Long Duration Opportunities ETF position peaked at $927K in Q3 2024.
125 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2025.

Based on Oppenheimer & Co's 13F filing for Q3 2025, filed 6 Nov 2025.