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

Park Square 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
2026 Q1	$498K	Buy	23,067 +2,335	+11%	+$51.1K	3.78%	12
2025 Q4	$432K	Sell	20,732 -13,811	-40%	-$304K	2.56%	13
2025 Q3	$751K	Sell	34,543 -22,772	-40%	-$489K	3.24%	12
2025 Q2	$1.23M	Sell	57,315 -2,511	-4%	-$53.3K	0.89%	21
2025 Q1	$1.29M	Sell	59,826 -20,352	-25%	-$430K	1.02%	22
2024 Q4	$1.67M	Buy	+80,178	New	+$1.72M	1.15%	20

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Park Square Financial Group's LGOV Position: Q1 2026 in Review

Park Square Financial Group increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 11% in Q1 2026, buying an estimated $51.1K and bringing the position to 23,067 shares worth $498K. The position accounts for 3.78% of the portfolio, ranked #12.

Park Square Financial Group first reported a position in LGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Park Square Financial Group held 23,067 shares of First Trust Long Duration Opportunities ETF worth $498K as of Q1 2026.
Park Square Financial Group bought 2,335 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $51.1K.
First Trust Long Duration Opportunities ETF made up 3.78% of Park Square Financial Group's portfolio in Q1 2026, its #12 holding.
Park Square Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's First Trust Long Duration Opportunities ETF position peaked at $1.67M in Q4 2024.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.