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Orion Portfolio Solutions’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.59M Sell
120,607
-747
-0.6% -$15.8K 0.03% 589
2024
Q4 		$2.53M Buy
121,354
+6,901
+6% +$148K 0.03% 581
2024
Q3 		$2.56M Buy
114,453
+15,213
+15% +$334K 0.03% 566
2024
Q2 		$2.09M Buy
99,240
+19,964
+25% +$416K 0.02% 626
2024
Q1 		$1.69M Buy
+79,276
New +$1.7M 0.02% 738

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Orion Portfolio Solutions's LGOV Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 0.62% in Q1 2025, selling an estimated $15.8K and leaving 120,607 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #589.

Orion Portfolio Solutions first reported a position in LGOV in Q1 2024 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold LGOV as of Q1 2025.

  • Orion Portfolio Solutions held 120,607 shares of First Trust Long Duration Opportunities ETF worth $2.59M as of Q1 2025.
  • Orion Portfolio Solutions sold 747 First Trust Long Duration Opportunities ETF shares in Q1 2025, an estimated $15.8K.
  • First Trust Long Duration Opportunities ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #589 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.